Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private
foundations)
MediumBullet Do not enter social security numbers on this form as it may be made public.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
A For the 2014 calendar year, or tax year beginning 03-01-2014 , and ending 02-28-2015
BCheck if applicable:
CName of organization
CALIFORNIA HEALTHCARE FOUNDATION
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
1438 WEBSTER ST NO 400
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
OAKLAND, CA94612
D Employer identification number

95-4523231
E Telephone number

G Gross receipts $ 59,961,822
F Name and address of principal officer:
CRAIG ZIEGLER
1438 WEBSTER ST NO 400
OAKLAND,CA94612
I
Tax-exempt status: ( 4 ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.CHCF.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1995
M State of legal domicile: CA
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: TO SUPPORT IDEAS & INNOVATIONS TO IMPROVE HEALTH CARE FOR ALL CALIFORNIANS.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 11
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 10
5 Total number of individuals employed in calendar year 2014 (Part V, line 2a) ...... 5 56
6 Total number of volunteers (estimate if necessary) ............. 6 0
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a -77,402
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b -151,093
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 210,000 150,000
9 Program service revenue (Part VIII, line 2g) ......... 583,121 608,502
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 52,764,371 16,365,952
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 1,200,370 1,127,389
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 54,757,862 18,251,843
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 28,284,847 22,556,799
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 10,262,888 10,480,818
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 9,732,109 7,727,307
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 48,279,844 40,764,924
19 Revenue less expenses. Subtract line 18 from line 12....... 6,478,018 -22,513,081
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 747,264,870 780,974,997
21 Total liabilities (Part X, line 26)............. 19,527,335 16,512,839
22 Net assets or fund balances. Subtract line 21 from line 20..... 727,737,535 764,462,158
Part II
Signature Block
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 officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet
Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2014)
Form 990 (2014)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III ..............
1
Briefly describe the organization’s mission: CHCF WORKS AS A CATALYST TO FULFILL THE PROMISE OF BETTER HEALTH CARE FOR ALL CALIFORNIANS. WE SUPPORT IDEAS AND INNOVATIONS THAT IMPROVE QUALITY, INCREASE EFFICIENCY, AND LOWER THE COSTS OF CARE.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ......................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ............................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 8,058,254 including grants of $ 7,020,235 ) (Revenue $   )
THE MARKET AND POLICY MONITOR PROGRAM PROVIDES FUNDING FOR WORK WHICH FOCUSES ON PROMOTING GREATER TRANSPARENCY AND ACCOUNTABILITY IN CALIFORNIA'S HEALTH CARE SYSTEM BY: PROVIDING INFORMATION AND ANALYSIS FOR DECISION-MAKERS AND THE PUBLIC; ADVANCING REPORTING ON HEALTH CARE PROVIDER AND INSURER PERFORMANCE; AND WORKING TO ENSURE MORE HEALTH CARE DATA IS PUBLICLY ACCESSIBLE, ANALYZED AND COMMUNICATED. PROJECTS INCLUDE THE PRODUCTION OF THE CALIFORNIA HEALTHCARE ALMANAC WHICH PROVIDES TIMELY FACTS ON THE CALIFORNIA HEALTH CARE DELIVERY SYSTEM, DEVELOPMENT OF THE CALIFORNIA MATERNAL DATA CENTER TO FACILITATE TRANSPARENCY ON QUALITY OF CARE PROVIDED TO NEW MOTHERS, AND "ALL OVER THE MAP" RESEARCH INTO THE DIFFERENCES IN PATTERNS OF CARE PROVIDED IN DIVERSE REGIONS IN THE STATE.
4b (Code:   ) (Expenses $ 6,259,051 including grants of $ 5,255,104 ) (Revenue $   )
THE BETTER CHRONIC DISEASE CARE PROGRAM PROVIDES FUNDING FOR WORK WHICH FOCUSES ON IMPROVING CLINICAL HEALTH OUTCOMES AND QUALITY OF LIFE FOR CALIFORNIANS WITH CHRONIC CONDITIONS, BOTH BY PROMOTING INNOVATIONS AND IMPROVEMENTS IN CARE MODELS AND CARE DELIVERY, AND BY PROMOTING CARE TOWARD END OF LIFE THAT IS CONSISTENT WITH PATIENTS' WISHES. PROJECTS INCLUDE SUPPORTING MEDI-CAL PLANS IN DEVELOPING COMMUNITY-BASED PALLIATIVE CARE IN THEIR NETWORK, SUPPORTING COMMUNITY CLINICS IN IMPROVING THEIR DATA ANALYTIC CAPACITY AND THEIR ABILITY TO MANAGE COMPLEX PATIENTS, AND PUBLISHING A REPORT DOCUMENTING STANDARDS FOR DATA EXCHANGE FOR PATIENTS WITH MENTAL ILLNESS AND ADDICTION.
4c (Code:   ) (Expenses $ 4,953,126 including grants of $ 4,108,584 ) (Revenue $   )
THE HEALTH REFORM AND PUBLIC PROGRAMS INITIATIVE PROVIDES FUNDING FOR WORK TO SUPPORT THE IMPLEMENTATION OF HEALTH REFORM, AND TO ADVANCE THE EFFECTIVENESS OF CALIFORNIA'S PUBLIC HEALTH COVERAGE PROGRAMS BY: PROVIDING STATE OFFICIALS, POLICYMAKERS AND OTHER STAKEHOLDERS WITH INFORMATION AND ASSISTANCE TO MAXIMIZE THE NUMBER OF CALIFORNIANS WHO ARE ABLE TO OBTAIN AFFORDABLE, APPROPRIATE HEALTH INSURANCE; AND HELPING THE MEDI-CAL PROGRAM IMPROVE ACCESS TO AND QUALITY OF PRIMARY AND SPECIALTY CARE, AND SLOW THE GROWTH OF HEALTH CARE COSTS. PROJECTS INCLUDE: THE CREATION AND LAUNCH OF ACA411, AN INTERACTIVE, ONLINE TOOL TO TRACK CHANGES IN HEALTH INSURANCE COVERAGE, ACCESS TO HEALTH CARE SERVICES AND AFFORDABILITY; EARLY ASSESSMENTS OF CONSUMER EXPERIENCES SHOPPING FOR COVERAGE AND GETTING CARE FOLLOWING IMPLEMENTATION OF COVERAGE EXPANSION UNDER THE ACA; COMPARISONS OF ACCESS TO CARE FOR MEDI-CAL ENROLLEES TO OTHER INSURED POPULATIONS CALIFORNIA AND NATIONALLY; AND AN EVALUATION OF THE EXPERIENCE OF SENIORS AND PERSONS WITH DISABILITIES AS THEY TRANSITIONED TO MEDI-CAL MANAGED CARE.
(Code:   ) (Expenses $ 13,316,134 including grants of $ 6,172,876 ) (Revenue $ 608,502 )
A FOURTH PROGRAM AREA, INNOVATIONS FOR THE UNDERSERVED, PROVIDES BOTH GRANT FUNDS AND MAKES PROGRAM-RELATED INVESTMENTS WHICH FOCUS ON ENCOURAGING THE GROWTH OF LOW-COST, EFFICIENT HEALTH CARE PRODUCTS AND SERVICES THAT WILL RESULT IN MORE ACCESSIBLE AND HIGH-QUALITY HEALTH CARE FOR UNDERSERVED CALIFORNIANS. PROJECTS INCLUDE: A PROGRAM-RELATED INVESTMENT IN SEAMLESS MEDICAL SYSTEM, A TECHNOLOGY PLATFORM THAT AUTOMATES THE PATIENT INTAKE PROCESS AND EFFICIENCY AND INCREASES CAPACITY WITHIN COMMUNITY HEALTH CENTERS; GRANT SUPPORT TO START UP HEALTH TO ORGANIZE AN INNOVATION SHOWCASE BRINGING TOGETHER HEALTH PLAN MEDICAL DIRECTORS AND TECHNOLOGY COMPANY CEOS FOCUSED ON IMPROVING BEHAVIORAL HEALTH CARE FOR LOW INCOME CALIFORNIANS; AND GRANT SUPPORT TO THE CENTER FOR CARE INNOVATIONS TO WORK WITH COMMUNITY HEALTH CENTERS TO TEST INNOVATIVE APPROACHES TO IMPROVING TO CARE IN THE SAFETY NET. IN ADDITION, THE FOUNDATION ALSO HAS 3 CROSS-PROGRAM SUPPORT FUNCTIONS: (1) PUBLISHING, INCLUDING PREPARING PUBLICATIONS AND MAINTAINING WEBSITES TO ASSIST CONSUMERS, LEGISLATORS, BUSINESSES AND OTHERS, (2) A STATE HEALTH POLICY OFFICE TO DEVELOP AND MAINTAIN RELATIONSHIPS WITH CALIFORNIA STATE POLICY MAKERS TO WHOM IT FEELS IT CAN BE A RESOURCE, AND (3) GRANTS ADMINISTRATION.
4d Other program services (Describe in Schedule O.)
(Expenses $ 13,316,134 including grants of $ 6,172,876 ) (Revenue $ 608,502 )
4e Total program service expensesMediumBullet32,586,565
Form 990 (2014)
Form 990 (2014)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule A........................
1
 
No
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II........
4
 
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C,
Part III
............................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment
...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
 
No
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment
...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
 
No
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment.........................
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII Click to see attachment.................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E....
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?.....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV......... Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IVClick to see attachment
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV... Click to see attachment
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I (see instructions) ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
Form 990 (2014)
Form 990 (2014)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.. Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........ Click to see attachment
22
Yes
 
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?
......................
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I....
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I...................
25b
 
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If "Yes," complete Schedule L, Part II................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III.........
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV ..........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes,"
complete Schedule L, Part IV
.....................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV...
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M.............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N,
Part I
...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I........ Click to see attachment
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1........................ Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2... Click to see attachment
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2.............
36
 
 
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2014)
Form 990 (2014)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V ..............
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
148
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
56
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?..........................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
 
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided?.....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
 
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?............................
7e
 
 
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
 
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?............................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?
.........................
8
 
 
9a
Did the sponsoring organization make any taxable distributions under section 4966?...
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year. ....................
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note.
See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
Form 990 (2014)
Form 990 (2014)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI ..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year .....................
1a
11
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent ...................
1b
10
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done.......................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
CA
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletCRAIG ZIEGLER

1438 WEBSTER ST STE 400
OAKLAND,CA94612 (510) 238-1040
Form 990 (2014)
Form 990 (2014)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII ..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) MICHELINE CHAU........................................................................
BOARD CHAIR
5.00
.......................  
X           43,000 0 0
(2) MICHAEL V DRAKE........................................................................
BOARD MEMBER
3.00
.......................  
X           24,000 0 0
(3) MARIA ECHAVESTE........................................................................
BOARD MEMBER
3.00
.......................  
X           30,000 0 0
(4) BRADLEY GILBERT........................................................................
BOARD MEMBER (FROM 09/14)
3.00
.......................  
X           13,500 0 0
(5) DANIEL GROSS........................................................................
BOARD MEMBER
3.00
.......................  
X           27,000 0 0
(6) ELIZABETH HILL........................................................................
BOARD MEMBER
3.00
.......................  
X           36,000 0 0
(7) MARC JONES........................................................................
BOARD MEMBER (FROM 06/14)
3.00
.......................  
X           22,250 0 0
(8) PAMELA JOYNER........................................................................
BOARD MEMBER
3.00
.......................  
X           24,000 0 0
(9) BARBARA LUBASH........................................................................
BOARD MEMBER
3.00
.......................  
X           31,000 0 0
(10) IAN MORRISON........................................................................
BOARD MEMBER (THRU 06/30/14)
3.00
.......................  
X           14,500 0 0
(11) WALTER W NOCE........................................................................
BOARD MEMBER (THRU 06/30/14)
3.00
.......................  
X           17,500 0 0
(12) JOHN D WELTY........................................................................
BOARD MEMBER
3.00
.......................  
X           40,000 0 0
(13) DR SANDRA HERNANDEZ........................................................................
PRESIDENT, CEO & BOARD MEMBER
45.00
.......................  
X   X       590,488 0 75,840
(14) CRAIG ZIEGLER........................................................................
VP FIN, ADMIN &INVESTS/TREAS./SEC.
45.00
.......................  
    X       581,552 0 85,492
(15) SOPHIA CHANG........................................................................
VP OF PROGRAMS (FROM 5/12/14)
45.00
.......................  
      X     187,840 0 54,167
(16) MARIAN MULKEY........................................................................
PRGM DIR, HCRPP/CHIEF LEARNING OFCR.
45.00
.......................  
        X   225,532 0 68,991
(17) MARGARET LAWS........................................................................
PRGM DIRECTOR, INNOV FOR UNDERSERVED
45.00
.......................  
        X   233,679 0 60,911
Form 990 (2014)
Form 990 (2014)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) MARIBETH SHANNON........................................................................
PRGM DIRECTOR, MKT & POL MONITOR
45.00
.......................  
        X   226,235 0 82,003
(19) SPENCER SHERMAN........................................................................
DIRECTOR, PUBLISHING & COMMUNICATION
45.00
.......................  
        X   218,100 0 68,865
(20) SANDRA SHEWRY........................................................................
DIRECTOR, STATE HEALTH POLICY
45.00
.......................  
        X   239,010 0 49,197
(21) DR MARK SMITH........................................................................
FORMER PRESIDENT, CEO & BOARD MEMBER
0.00
.......................  
          X 90,916 0 0
(22) KIM GALVIN........................................................................
DIRECTOR, HR & OPERATIONS/FORMER SEC
45.00
.......................  
          X 187,771 0 61,465
















1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 3,103,873 0 606,931
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet30
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
MAKENA CAPITAL MANAGEMENT

2755 SAND HILL RD SUITE 200
MENLO PARK,CA94025
INVESTMENT MANAGEMENT 2,614,947
ANGELENO GROUP LLC

2029 CENTURY PARK EAST SUITE 2980
LOS ANGELES,CA90067
INVESTMENT MANAGEMENT 250,000
PARSE3

13 FIRST STREET
WARWICK,NY10990
WEBSITE DEVELOPMENT & MAINT 219,849
HARBOURVEST PARTNERS LLC

ONE FINANCIAL CENTER 44TH FLOOR
BOSTON,MA02111
INVESTMENT MANAGEMENT 157,710
LEGACY VENTURE

180 LYTTON AVENUE
PALO ALTO,CA94301
INVESTMENT MANAGEMENT 133,580
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet7
Form 990 (2014)
Form 990 (2014)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and
similar amounts not included above
1f
150,000
g Noncash contributions included in lines
1a-1f:$
 
h Total. Add lines 1a-1f.......MediumBullet 150,000
 Program Service RevenueAmt Business Code
2a PRI INTEREST INCOME 900099 608,502 608,502    
b
c
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 608,502
 OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet -54,615   -1,026,350 971,735
4 Income from investment of tax-exempt bond proceeds..MediumBullet        
5 Royalties...........MediumBullet 5,000     5,000
(i) Real (ii) Personal
6a Gross rents 2,085,329  
b Less: rental expenses 962,940  
c Rental income or (loss) 1,122,389  
d Net rental income or (loss).......MediumBullet 1,122,389     1,122,389
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 948,948 56,218,658
b Less: cost or other basis and sales expenses 0 40,747,039
c Gain or (loss) 948,948 15,471,619
d Net gain or (loss)..........MediumBullet 16,420,567   948,948 15,471,619
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ..
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet        
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Miscellaneous Revenue Business Code
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet  
12 Total revenue. See Instructions......MediumBullet 18,251,843 608,502 -77,402 17,570,743
Form 990 (2014)
Form 990 (2014)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX ...............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.
(A)
Total expenses
(B)
Program service expenses
(C)
Management and general expenses
(D)
Fundraising expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 .... 20,490,827 20,490,827
2 Grants and other assistance to domestic individuals. See Part IV, line 22 .... 2,065,972 2,065,972
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16 ............    
4 Benefits paid to or for members ....    
5 Compensation of current officers, directors, trustees, and key employees .... 2,132,168 315,056 1,817,112  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 39,636   39,636  
7 Other salaries and wages .... 6,095,479 5,174,278 921,201  
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 796,388 678,608 117,780  
9 Other employee benefits ....... 938,033 778,297 159,736  
10 Payroll taxes ........... 479,114 364,655 114,459  
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 90,507 76,384 14,123  
c Accounting ........... 133,510 58,310 75,200  
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 3,468,755   3,468,755  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) .... 649,223 278,789 370,434  
12 Advertising and promotion ....        
13 Office expenses ....... 189,047 150,100 38,947  
14 Information technology ...... 127,860 96,109 31,751  
15 Royalties ..        
16 Occupancy ........... 113,886 85,494 28,392  
17 Travel ............ 272,896 180,618 92,278  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings ....        
20 Interest ...........        
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization ..... 143,788   143,788  
23 Insurance .............. 151,613 113,820 37,793  
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a DIRECT CHARITABLE (PRC) 779,879 779,879    
b PRI INTEREST DISCOUNT 747,451 747,451    
c UNRELATED BUS INC TAX 685,651   685,651  
d MATCHING GIFTS 58,118 58,118    
e All other expenses 115,123 93,800 21,323  
25 Total functional expenses. Add lines 1 through 24e 40,764,924 32,586,565 8,178,359 0
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2014)
Form 990 (2014)
Page 11
Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash–non-interest-bearing ............. 3,029,688 1 8,272
2 Savings and temporary cash investments ......... 505,929 2 3,705,030
3 Pledges and grants receivable, net ...........   3  
4 Accounts receivable, net ............. 14,884,982 4 1,136,908
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
  6  
7 Notes and loans receivable, net .............   7  
8 Inventories for sale or use ..............   8  
9 Prepaid expenses and deferred charges .......... 329,622 9 520,691
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 33,114,231
b Less: accumulated depreciation ..... 10b 2,032,661 24,056,582 10c 31,081,570
11 Investments—publicly traded securities ..........   11  
12 Investments—other securities. See Part IV, line 11 ..... 699,339,193 12 739,663,606
13 Investments—program-related. See Part IV, line 11 ..... 5,115,999 13 4,451,794
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 2,875 15 407,126
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 747,264,870 16 780,974,997
Liabilities 17 Accounts payable and accrued expenses ......... 1,218,903 17 2,098,546
18 Grants payable ................. 18,308,432 18 14,414,293
19 Deferred revenue ................   19  
20 Tax-exempt bond liabilities .............   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D....................   25  
26 Total liabilities. Add lines 17 through 25......... 19,527,335 26 16,512,839
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets .............. 727,737,535 27 764,462,158
28 Temporarily restricted net assets ...........   28  
29 Permanently restricted net assets ...........   29  
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds ........   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... 727,737,535 33 764,462,158
34 Total liabilities and net assets/fund balances ........ 747,264,870 34 780,974,997
Form 990 (2014)
Form 990 (2014)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
18,251,843
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
40,764,924
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
-22,513,081
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
727,737,535
5
Net unrealized gains (losses) on investments ...............
5
59,237,704
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
0
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
764,462,158
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII .............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? .................
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2014)
Form 990 (2014)
Page 13
Form 990, Special Condition Description:
Special Condition Description
Form 990 (2014)
Form 990 (2014)
Page 14
Additional Data


Software ID:  
Software Version:  
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.
Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Name of the organization
CALIFORNIA HEALTHCARE FOUNDATION
 
Employer identification number

95-4523231
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 on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, 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) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
Page 2
Name of organization
CALIFORNIA HEALTHCARE FOUNDATION
 
Employer identification number

95-4523231
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
RESTRICTED
 
 

   
 
 
  ,    

$RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
Page 3
Name of organization
CALIFORNIA HEALTHCARE FOUNDATION
 
Employer identification number

95-4523231
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(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) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
Page 4
Name of organization
CALIFORNIA HEALTHCARE FOUNDATION
 
Employer identification number

95-4523231
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
that total more than $1,000 for the year from any one contributor. 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 $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(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) (2014)

Additional Data


Software ID:  
Software Version:  
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
CALIFORNIA HEALTHCARE FOUNDATION
 
Employer identification number

95-4523231
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenue included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2014

Schedule D (Form 990) 2014
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIII and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability?
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII .......
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current year (b)Prior year b (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance ....          
b Contributions ........          
c Net investment earnings, gains, and losses          
d Grants or scholarships .....          
e Other expenditures for facilities
and programs ........
         
f Administrative expenses ....          
g End of year balance ......          
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet  
c
Temporarily restricted endowment SchDMd Bullet  
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
 
(ii) related organizations ........................
3a(ii)
 
 
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land ................. 4,900,000   4,900,000
b Buildings ................ 25,326,674     25,326,674
c Leasehold improvements ............ 673,326 24,605 17,687 680,244
d Equipment ................   253,508 253,037 471
e Other .................   1,936,118 1,761,937 174,181
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 31,081,570
Schedule D (Form 990) 2014

Schedule D (Form 990) 2014
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)
(b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
(3)Other
(A) PRIVATE EQUITY AND VENTURE CAPITAL
102,572,707 F

(B) MULTI-ASSET CLASS COMMINGLED FUNDS
599,170,004 F

(C) FIXED INCOME FUNDS
37,920,895 F






Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 739,663,606
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes  








Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet  
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2014

Schedule D (Form 990) 2014
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 73,051,731
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a 59,237,704
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e 59,237,704
3 Subtract line 2e from line 1..................... 3 13,814,027
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a 4,435,816
b Other (Describe in Part XIII.) ........... 4b 2,000
c Add lines 4a and 4b....................... 4c 4,437,816
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 18,251,843
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 36,327,108
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d -2,000
e Add lines 2a through 2d...................... 2e -2,000
3 Subtract line 2e from line 1..................... 3 36,329,108
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a 4,435,816
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b....................... 4c 4,435,816
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 40,764,924
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
PART X, LINE 2: WHILE THE FOUNDATION IS GENERALLY EXEMPT FROM INCOME TAXES, IT IS SUBJECT TO TAX ON INCOME WHICH IS DEEMED TO BE UNRELATED TO ITS EXEMPT PURPOSE. THE FOUNDATION GENERATES SUCH UNRELATED BUSINESS INCOME THROUGH SOME OF ITS INVESTMENT ACTIVITY. MANAGEMENT EVALUATED THE FOUNDATION'S TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAS MAINTAINED ITS TAX EXEMPT STATUS AND HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENTS TO THE FINANCIAL STATEMENTS.
PART XI, LINE 4B - OTHER ADJUSTMENTS: GAIN ON SALE OF ASSETS RECLASSED TO REVENUE 2,000.
PART XII, LINE 2D - OTHER ADJUSTMENTS: GAIN ON SALE OF ASSETS RECLASSED TO REVENUE -2,000.
Schedule D (Form 990) 2014

Additional Data


Software ID:  
Software Version:  




SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990,Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990.Right pointing arrow large image Information about Schedule F (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
CALIFORNIA HEALTHCARE FOUNDATION
 
Employer identification number

95-4523231
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of its grants
and other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria
used to award the grants or assistance? ...........................
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in region (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region
(f) Total expenditures
for and investments
in region
CENTRAL AMERICA AND THE CARIBBEAN - 0 0 INVESTMENTS   128,443,848
EUROPE (INCLUDING ICELAND & GREENLAND) - 0 0 INVESTMENTS   5,310,463
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total ..... 0 0 133,754,311
b Total from continuation sheets to Part I ... 0 0 0
c Totals (add lines 3a and 3b) 0 0 133,754,311
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2014
Schedule F (Form 990) 2014
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)
(a)(c) Region (b)(d) Purpose of
grant
(e) Amount of
cash grant
(f) Manner of
cash
disbursement
(g) Amount
of non-cash
assistance
(h) Description
of non-cash
assistance
(i) Method of
valuation
(book, FMV,
appraisal, other)
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter ....MediumBullet
 
3
Enter total number of other organizations or entities .......................MediumBullet
 
Schedule F (Form 990) 2014
Schedule F (Form 990) 2014Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant
(e) Manner of cash
disbursement
(f) Amount of
non-cash
assistance
(g) Description
of non-cash
assistance
(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2014
Schedule F (Form 990) 2014
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes,"the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926)......................................
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; do not file with Form 990)............................
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471)..............................
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621)...............................................
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships. (see Instructions for Form 8865)....................................
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to file Form 5713, International Boycott Report (see Instructions for Form 5713; do not file with Form 990).....................................
Schedule F (Form 990) 2014
Schedule F (Form 990) 2014
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information (see instructions).
ReturnReference Explanation
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2014
Additional Data


Software ID:  
Software Version:  



Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
Name of the organization
CALIFORNIA HEALTHCARE FOUNDATION
 
Employer identification number
95-4523231
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21, for any recipient that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government
(b) EIN (c) IRC section
if applicable
(d) Amount of cash grant (e) Amount of non-cash
assistance
(f) Method of valuation
(book, FMV, appraisal,
other)
(g) Description of
non-cash assistance
(h) Purpose of grant
or assistance
(1) ABUNDANT VENTURES INNOVATION ACCELERATOR LLC
122 S MICHIGAN AVENUE SUITE 900
CHICAGO,IL60603
46-0825548   50,000       PERSPECTIVES ON EMERGING COMPANIES & COMPANY DUE DILIGENCE; SPONSORSHIP OF MLK HOSPITAL PARTICIPATION IN THE AVIA INNOVATOR NETWORK
(2) ACADEMYHEALTH
1150 17TH STREET NW SUITE 600
WASHINGTON,DC20036
52-1260918 501(C)(3) 12,000       2015 MEMBERSHIP RENEWAL; NATIONAL HEALTH POLICY CONFERENCE 2015
(3) ACCMA COMMUNITY HEALTH FOUNDATION
6230 CLAREMONT AVENUE
OAKLAND,CA94618
46-1703508 501(C)(3) 20,000       ADVANCE CARE PLANNING - LOCAL COALITION
(4) ACCESS YOUTH ACADEMY
9370 WAPLES STREET SUITE 101
SAN DIEGO,CA92121
20-5119659 501(C)(3) 35,000       FOR HEALTH, WELLNESS, AND FITNESS PROGRAMS FOR LOW INCOME YOUTH OF LOW INCOME FAMILIES IN THE SAN DIEGO AREA
(5) ALAMEDA COUNTY HEALTH CARE SERVICES AGENCY
1000 SAN LEANDRO BLVD STE 300
SAN LEANDRO,CA94577
94-6000501 ALA CNTY MEDICAL CTR 91,600       ASTHMA START PAY FOR SUCCESS; COMMUNITY PARAMEDICINE DATA STIPEND ALAMEDA COUNTY EMS AGENCY
(6) ALLEN TEMPLE FOUNDATION
8501 INTERNATIONAL BLVD
OAKLAND,CA94621
94-3171539 501(C)(3) 25,000       COMMUNITY-BASED ADVANCED CARE MODEL PILOT PROJECT
(7) ALTAMED HEALTH SERVICES CORPORATION
500 CITADEL DRIVE SUITE 490
LOS ANGELES,CA90040
95-2810095 501(C)(3) 10,000       2015 POLICY FORUM: WOMEN'S HEALTH - WHY LATINAS MATTER
(8) ALZHEIMER'S ASSOCIATION ORANGE COUNTY CHAPTER
17771 COWAN SUITE 290
IRVINE,CA92614
95-3702013 501(C)(3) 20,000       ADVANCE CARE PLANNING - LOCAL COALITION
(9) AMERICAN HEART ASSOCIATION INC
100 MONTGOMERY STREET SUITE 1650
SAN FRANCISCO,CA94104
13-5613797 501(C)(3) 15,000       TO SPONSOR A TEACHING GARDEN IN THE CHULA VISTA ELEMENTARY SCHOOL DISTRICT, A PROGRAM FOCUSED ON CHILDHOOD OBESITY IN A LOW-INCOME AREA OF SAN DIEGO COUNTY.
(10) AMERICAN INSTITUTES FOR RESEARCH
1000 THOMAS JEFFERSON STREET NW
WASHINGTON,DC20007
25-0965219 501(C)(3) 26,670       DEVELOPING THE BUSINESS CASE FOR CANCER CAHPS; VALIDATION OF THE CANCER CAHPS SURVEY IN CALIFORNIA COMMUNITY ONCOLOGY PRACTICES
(11) AMERICAN MEDICAL RESPONSE AMR
616 FITCH AVENUE
MOORPARK,CA93021
75-2474011 501(C)(3) 33,200       COMMUNITY PARAMEDICINE DATA PROJECT AMERICAN MEDICAL RESPONSE VENTURA
(12) ANEWAMERICA COMMUNITY CORPORATION
1918 UNIVERSITY AVENUE STE 3
BERKELEY,CA94704
94-3342658 501(C)(3) 20,000       HEALTH AND SUSTAINABILITY INITIATIVES; TO HELP VERY LOW-INCOME ENTREPRENEURS SELL FRESH PRODUCE THROUGH ANEWAMERICA'S FRESH & MOBILE PROGRAM IN THE CITY OF RICHMOND. THE PROGRAM WILL PROVIDE RESIDENTS WITH ACCESS TO FRESH FRUIT AND VEGETABLES, AND CREATE JOBS SO THAT THEY MAY EXPERIENCE A REDU
(13) ASIAN AMERICANSPACIFIC ISLANDERS IN PHILANTHROPY
211 SUTTER ST SUITE 600
SAN FRANCISCO,CA94108
94-3150064 501(C)(3) 30,000       AAPIP'S 25TH ANNIVERSARY AND LEADERSHIP TRANSITION; 2015 MEMBERSHIP RENEWAL
(14) ASIAN PACIFIC FUND
465 CALIFORNIA STREET SUITE 809
SAN FRANCISCO,CA94104
94-3201522 501(C)(3) 25,000       2014 ANNUAL GALA SPONSORSHIP ON OCTOBER 18, 2014; TO IMPROVE ACCESS TO HEALTH CARE OF ASIAN AMERICANS IN THE BAY AREA
(15) AVALERE HEALTH LLC
1350 CONNECTICUT AVE NW SUITE 900
WASHINGTON,DC20036
26-2471868   182,114       ANALYSIS OF PRESCRIPTION DRUG COVERAGE IN COVERED CALIFORNIA HEALTH PLANS PHASE I
(16) BAY KIDS
1007 GENERAL KENNEDY AVENUE MAIL
BOX 10
SAN FRANCISCO,CA94129
94-3258815 501(C)(3) 15,000       TO SUPPORT HEALTH CARE PROGRAMS FOR CHILDREN IN THE BAY AREA
(17) BLUEPATH HEALTH INC
929 SIR FRANCIS DRAKE BLVD STE 101C
101C
KENTFIELD,CA949041548
46-3484135   110,000       CA POLST REGISTRY FEASIBILITY ASSESSMENT; CA POLST REGISTRY - PHASE I
(18) BRANDEIS UNIVERSITY - SCHNEIDER INSTITUTE FOR HEALTH POLICY
THE HELLER SCHOOL MS-035 415 SOUTH
ST
WALTHAM,MA02453
04-2103552 501(C)(3) 10,000       PRINCETON CONFERENCE, 2015
(19) B & R KLUTZ CONSULTING LLC
9 SAND RIVER COURT
SACRAMENTO,CA95831
46-1607656   82,325       REPORTING BEST PRACTICES IN PAYMENT POLICY FOR PPCS AND HCACS
(20) CALIFORNIA ASSOCIATION OF FOOD BANKS
1624 FRANKLIN STREET SUITE 722
OAKLAND,CA94612
68-0392816 501(C)(3) 50,000       ALLIANCE TO TRANSFORM CALFRESH - HORIZONTAL INTEGRATION
(21) CALIFORNIA ASSOCIATION OF HEALTH FACILITIES
2201 K STREET
SACRAMENTO,CA95816
94-1507532 501(C)(6) 143,687       NURSING HOME LEADER ACADEMY OF EXCELLENCE
(22) CAPG
915 WILSHIRE BLVD SUITE 1620
LOS ANGELES,CA900713322
47-0878940 501(C)(6) 10,000       CAPG HEALTHCARE CONFERENCE, 2015
(23) CALIFORNIA BUDGET PROJECT
1107 9TH STREET SUITE 310
SACRAMENTO,CA95814
68-0346784 501(C)(3) 10,000       SPONSOR CA BUDGET PROJECT ANNUAL MEETING
(24) CALIFORNIA COALITION FOR CHILDREN'S SAFETY & HEALTH
2220 CAPITOL AVE
SACRAMENTO,CA95816
91-1765035 501(C)(3) 12,500       UNINTENTIONAL INJURY PREVENTION STRATEGIC PLAN PROJECT
(25) CALIFORNIA PRIMARY CARE ASSOCIATION
1231 I STREET SUITE 400
SACRAMENTO,CA95814
94-3215565 501(C)(3) 10,000       ANNUAL CONFERENCE, 2014
(26) CALIFORNIA DEPARTMENT OF HEALTH CARE SERVICES
1501 CAPITOL AVENUE PO BOX 997415
MS 1101
SACRAMENTO,CA958897415
68-0317191 CA DPT HCARE SVCS 225,000       SBIRT FOR ALCOHOL USE DISORDER: TRAINING, IMPLEMENTATION AND TECHNICAL ASSISTANCE FOR DHCS; DHCS ACADEMY 2014-15
(27) CALIFORNIA FORWARD
1107 9TH STREET STE 650
SACRAMENTO,CA95814
26-0566540 501(C)(3) 10,000       SUPPORT FOR CA FORWARDS REGIONAL OPEN DATA FORUMS
(28) CALIFORNIA HEALTH CARE SAFETY NET INSTITUTE
70 WASHINGTON STREET SUITE 215
OAKLAND,CA94607
94-2970752 501(C)(3) 25,000       CONFERENCE SUPPORT FOR SNI/CAPH 2014 ANNUAL MEETING
(29) CALIFORNIA PACIFIC MEDICAL CENTER FOUNDATION
2015 STEINER STREET
SAN FRANCISCO,CA94115
94-2728423 501(C)(3) 49,984       HEALTH INSURERS & PALLIATIVE CARE PROVIDERS: NEW MODELS OF CARE
(30) CALIFORNIA HOSPITAL AND PATIENT SAFETY ORGANIZATION
1215 K STREET 800
SACRAMENTO,CA95814
74-3205570 501(C)(3) 10,000       SPONSORSHIP OF 2014 STATEWIDE QUALITY & PATIENT SAFETY CONFERENCE
(31) CALIFORNIA INSTITUTE FOR MENTAL HEALTH
2125 19TH STREET SECOND FLOOR
SACRAMENTO,CA95818
68-0314970 501(C)(3) 24,961       EVALUATING COMPUTERIZED COGNITIVE BEHAVIORAL THERAPY IN CA'S PRIMARY AND BEHAVIORAL HEALTH SAFETY NET; 2014 GENERAL SUPPORT
(32) CALIFORNIA MEDICAL ASSOCIATION FOUNDATION
3840 ROSIN COURT STE 150
SACRAMENTO,CA95834
94-6062822 501(C)(3) 15,000       2014 NEPO SUMMIT
(33) CALIFORNIA SCHOOL HEALTH CENTERS ASSOCIATION
1203 PRESERVATION PARK WAY SUITE
302
OAKLAND,CA94612
94-3201896 501(C)(3) 10,000       ANNUAL CONFERENCE, 2015
(34) CALIFORNIA STATE UNIVERSITY SAN MARCOS FOUNDATION
333 S TWIN OAKS VALLEY ROAD
SAN MARCOS,CA92096
80-0390564 501(C)(3) 120,525       PALLIATIVE CARE EDUCATION FOR HEALTH PLAN CASE MANAGERS
(35) CALIFORNIA COMMUNITY FOUNDATION
221 SOUTH FIGUEROA STREET SUITE 400
400
LOS ANGELES,CA90012
95-3510055 501(C)(3) 100,000       UNACCOMPANIED MINORS FUND; OUR CHILDREN RELIEF FUND
(36) CAL2CAL
2182 DUPONT DR STE 213
IRVINE,CA92612
33-0720431   29,000       CONSULTING SERVICES FOR CADPH TO GENERATE MOST VALUE FROM THE OPEN DATA PORTAL DEMONSTRATION
(37) THE CAMDEN GROUP
100 N SEPULVEDA BLVD 600
EL SEGUNDO,CA90245
95-3263067   25,000       CJRR FUTURE HOME: TRANSACTIONAL CONSULTING
(38) SAN DIEGO STATE UNIVERSITY CAMPANILE FOUNDATION
5500 CAMPANILE DRIVE
SAN DIEGO,CA921828030
33-0868418 501(C)(3) 25,000       TO FUND UNDERGRADUATE AND GRADUATE STUDENTS FROM THE COLLEGE OF HEALTH AND HUMAN SERVICES TO PARTICIPATE IN THE UNIVERSITY'S STUDY ABROAD PROGRAM. THE STUDY ABROAD PROGRAM WILL INCREASE CULTURAL SENSITIVITIES AND PROMOTE KNOWLEDGE OF ALTERNATIVE HEALTH CA
(39) CAPITAL PUBLIC RADIO INC
7055 FOLSOM BLVD
SACRAMENTO,CA958262625
68-0223271 501(C)(3) 110,000       SUPPORT FOR CAPITAL PUBLIC RADIO HEALTH REPORTER
(40) CARDEA SERVICES
614 GRAND AVENUE SUITE 400
OAKLAND,CA94610
94-2401949 501(C)(3) 20,000       MANAGING PAIN SAFELY ALAMEDA COMMUNITY COALITION
(41) CARECHOICES HOSPICE AND PALLIATIVE SERVICES INC
5 CORPORATE PARK DR SUITE 100
IRVINE,CA92606
20-0079150   50,000       HEALTH INSURERS & PALLIATIVE CARE PROVIDERS: NEW MODELS OF CARE
(42) CATALYST FOR PAYMENT REFORM INC
1344 OXFORD ST
BERKELEY,CA94709
26-3912650 501(C)(3) 8,862       TRACKING PROGRESS ON PAYMENT REFORM
(43) CENTER FOR AMERICAN PROGRESS
1333 H STREET NW 10TH FLOOR
WASHINGTON,DC20005
30-0126510 501(C)(3) 100,000       GETTING READY FOR BUNDLED PAYMENT IN ONCOLOGY: ADVANCING THE MEASURES
(44) CENTER ON BUDGET AND POLICY PRIORITIES
820 FIRST STREET NE SUITE 510
WASHINGTON,DC20002
52-1234565 501(C)(3) 72,000       STREAMLINING THE APPLICATION AND RETENTION PROCESSES FOR MEDICAID AND THE SUPPLEMENTAL NUTRITION ASSISTANCE PROGRAM
(45) CENTER FOR EFFECTIVE PHILANTHROPY INC
675 MASSACHUSETTS AVE 7TH FLOOR
CAMBRIDGE,MA02139
04-3523528 501(C)(3) 20,000       GENERAL SUPPORT, 2014; ANNUAL CONFERENCE, 2015
(46) CENTER FOR EXCELLENCE IN HEALTH CARE JOURNALISM
10 NEFF HALL MISSOURI SCHOOL OF
JOURNALISM
COLUMBIA,MO65211
41-1908032 501(C)(3) 61,000       JOURNALIST FELLOWSHIPS AND SUPPORT FOR THE 2015 HEALTH JOURNALISM CONFERENCE
(47) CENTER FOR HEALTH POLICY DEVELOPMENT
NATIONAL ACADEMY FOR STATE HEALTH
POLICY 10 FREE STREET 2ND FLOOR
PORTLAND,ME04101
52-1576801 501(C)(3) 25,000       NASHP'S 27TH ANNUAL STATE HEALTH POLICY CONFERENCE SUPPORT
(48) CENTER FOR HEALTH CARE STRATEGIES INC
200 AMERICAN METRO BLVD SUITE 119
HAMILTON,NJ08619
22-3375015 501(C)(3) 223,648       CONSULTANT SUPPORT FOR COMPLEX CARE WORKSHOPS AND WEBINARS; DEVELOPING MEDI-CAL'S HEALTH HOME INITIATIVE; HEALTH PLAN APPROACHES TO TRAINING CARE COORDINATORS IN DUALS AND MLTSS PROGRAMS; MAKING THE CASE FOR HOUSING AS HEALTH CARE FOR THE CHRONICALLY HOMELESS: ANALYTIC NEEDS AND POLICY OPTIONS
(49) SOCIAL INTEREST SOLUTIONS
1333 BROADWAY SUITE 605
OAKLAND,CA94612
59-3831966 501(C)(3) 10,000       SUPPORTING HORIZONTAL INTEGRATION THROUGH TECHNOLOGY INVESTMENTS
(50) CARLSBAD FIRE DEPARTMENT
2560 ORION WAY
CARLSBAD,CA92010
95-6007943 CITY OF CARLSBAD 16,600       COMMUNITY PARAMEDICINE DATA STIPEND CARLSBAD FIRE DEPARTMENT
(51) CITY OF NEWPORT BEACH
100 CIVIC CENTER DRIVE
NEWPORT BEACH,CA92660
95-6000751 NEWPORT BEACH 16,600       COMMUNITY PARAMEDICINE DATA PROJECT FOUNTAIN VALLEY FIRE DEPARTMENT
(52) CIVIC KNOWLEDGE
1370 WILBUR AVENUE
SAN DIEGO,CA92109
47-2068423   45,000       DATA COLLECTION PLANNING FOR COUNTY DATA PROJECT; PUBLIC HEALTH DATA INFRASTRUCTURE
(53) COACHELLA VALLEY ECONOMIC PARTNERSHIP
73771 DINAH SHORE DRIVE 2ND FLOOR
PALM DESERT,CA92211
33-0642485 501(C)(3) 20,000       TO SUPPORT THE EMERGING HEALTH PROFESSIONALS WORK GROUP, WHICH SPONSORS HIGH SCHOOL ACADEMIES
(54) COALITION FOR COMPASSIONATE CARE OF CALIFORNIA
1331 GARDEN HIGHWAY SUITE 100
SACRAMENTO,CA95833
27-0419836 501(C)(3) 263,336       QUALITY IMPROVEMENT PROGRAM FOR NURSING HOMES; EXPANDING POLST AND INCREASING ACCESS TO PALLIATIVE CARE; PLANNING PHASE: ALIGNING CARE WITH PATIENT PREFERENCES; COMMUNICATIONS SUPPORT FOR THE COALITION FOR COMPASSIONATE CARE OF CALIFORNIA
(55) COMMUNICATIONS NETWORK
1717 NORTH NAPER BLVD SUITE 102
NAPERVILLE,IL60563
52-2114179 501(C)(3) 11,900       SUPPORT FOR THE COMMUNICATIONS NETWORK ANNUAL CONFERENCE, PLANNING & OUTREACH, AND CHCF INSTITUTIONAL MEMBERSHIP
(56) COMMUNITY REGIONAL MEDICAL CENTER
1925 E DAKOTA SUITE 208
FRESNO,CA93726
94-1156276 501(C)(3) 50,000       HEALTH INSURERS & PALLIATIVE CARE PROVIDERS: NEW MODELS OF CARE
(57) CONQUER CANCER FOUNDATION OF THE AMERICAN SOCIETY OF CLINICAL ONCOLOGY
2318 MILL ROAD STE 800
ALEXANDRIA,VA22314
31-1667995 501(C)(3) 14,920       BOOSTING CALIFORNIA'S PROVIDER RESPONSE RATE TO ASCO'S ANNUAL NATIONAL ONCOLOGY CENSUS; CONFERENCE SUPPORT: 2014 QUALITY CARE SYMPOSIUM
(58) COUNCIL ON FOUNDATIONS
2121 CRYSTAL DRIVE SUITE 700
ARLINGTON,VA222023706
13-6068327 501(C)(3) 40,000       2015 MEMBERSHIP RENEWAL
(59) SAN MATEO MEDICAL CENTER
C/O HEALTH ACCESS INITIATIVES
225-37TH AVENUE
SAN MATEO,CA94403
94-6000532 SAN MATEO COUNTY 100,000       LEADING THE WAY ON LEAN AMONG CALIFORNIA'S PUBLIC HOSPITALS
(60) COUNTY OF SONOMA
585 FISCAL DRIVE ROOM 101F
SANTA ROSA,CA95403
94-6000539 COUNTY OF SONOMA 20,000       ADVANCE CARE PLANNING - LOCAL COALITION
(61) CYNOSURE SOLUTIONS
1688 ORVIETTO DR
ROSEVILLE,CA95661
20-2595242   6,250       PUBLICLY REPORTING HIP & KNEE REPLACEMENT SURGICAL VOLUME FROM OSHPD DATA FOR ALL CALIFORNIA HOSPITALS
(62) DESERT VISTA CONSULTING
14723 E PEAK VIEW ROAD
SCOTTSDALE,AZ85262
26-1580283   50,000       EMBEDDING MENTAL HEALTH AND SUBSTANCE USE DISORDER INTEGRATION INTO THE 1115 WAIVER
(63) DIGNITY HEALTH FOUNDATION
185 BERRY ST STE 300
SAN FRANCISCO,CA94107
46-2037641   10,000       INNOVATION FUND ADVISORY COMMITTEE GRANT: DIGNITY HEALTH FOUNDATION
(64) ENLOE MEDICAL CENTER
1531 THE ESPLANADE
CHICO,CA95926
94-1603784 501(C)(3) 16,600       COMMUNITY PARAMEDICINE DATA PROJECT BUTTE COUNTY EMS
(65) FIELD RESEARCH CORPORATION
601 CALIFORNIA STREET SUITE 210
SAN FRANCISCO,CA941082814
94-1351805   81,000       SURVEYING CALIFORNIANS ON BEHAVIORAL HEALTH ISSUES
(66) FORUM ONE COMMUNICATIONS CORP
15954 JACKSON CREEK PARKWAY SUITE
B374
MONUMENT,CO80132
94-3261569   255,042       IMPROVING ONLINE ACCESS TO MEDI-CAL DATA AND INFORMATION; PHASE 1: OSHPD WEB DATA INITIATIVE; OSHPD WEB DATA INITIATIVE, PHASE 2; CALIFORNIA HEALTH AND HUMAN SERVICES HEALTH DATA PORTAL SUPPORT; BACKGROUND RESEARCH FOR NEW ENGAGEMENT STRATEGY: LEARNING WHAT WORKS ELSEWHERE
(67) FOUNDATION CENTER
79 FIFTH AVE
NEW YORK,NY10003
13-1837418 501(C)(3) 27,500       2015 ANNUAL SUPPORT
(68) FRESNO REGIONAL FOUNDATION
5250 NORTH PALM AVENUE SUITE 424
FRESNO,CA93704
77-0478025 501(C)(3) 50,000       TO SUPPORT THE FRESNO RESTORATION CENTER, WHICH WILL PROVIDE HEALTH SERVICES TO THE UNDERSERVED POPULATIONS IN THE FRESNO METROPOLITAN AREA
(69) MASSACHUSETTS GENERAL HOSPITAL - THE JOHN D STOECKLE CENTER FOR PRIMARY CA
50 STANIFORD STREET 9TH FLOOR
BOSTON,MA02114
04-2697983 501(C)(3) 38,542       ISSUE BRIEF ON APPROACHES TO PATIENT ENGAGEMENT, STRATIFICATION AND ENGAGEMENT; EVALUATING ROI FOR ACOS
(70) LIVESTORIES
1904 3RD AVE STE 100
SEATTLE,WA98101
60-3195346   238,425       BUILDING THE TECHNICAL INFRASTRUCTURE FOR A DATA REPORT-BUILDING TOOL FOR COUNTY POLICYMAKING
(71) GIBSON DUNN
2029 CENTURY PARK EAST
LOS ANGELES,CA900673026
95-1611234   82,103       LEGAL FEES FOR CJRR-AJRR DEAL; 2015 AJRR/CJRR PROJECT/ENGAGEMENT
(72) GRANTMAKERS IN AGING
2001 JEFFERSON DAVIS HIGHWAY SUITE
504
ARLINGTON,VA22202
13-4014982 501(C)(3) 12,000       2015 MEMBERSHIP RENEWAL; ANNUAL CONFERENCE, 2015
(73) GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS
1725 DESALES STREET NW SUITE 404
WASHINGTON,DC20036
01-0669150 501(C)(3) 15,000       2015 MEMBERSHIP AND GENERAL SUPPORT
(74) GRANTMAKERS IN HEALTH
1100 CONNECTICUT AVENUE NW SUITE
1200
WASHINGTON,DC20036
13-3206571 501(C)(3) 30,000       2015 MEMBERSHIP RENEWAL
(75) GROBYOCOM
6025 MERIDIAN AVE
SAN JOSE,CA95120
27-5207040   25,000       IMPROVE SEO FOR CALQUALITYCARE.ORG
(76) PETER HARBAGE CONSULTING
1400 K STREET SUITE 204
SACRAMENTO,CA95814
26-2265256   66,813       POLICY FORUM AND ISSUE BRIEF ON THE FUTURE OF DSRIP
(77) HEALTH EDUCATION COUNCIL (AHEAD)
4700 ROSEVILLE ROAD SUITE 211
NORTH HIGHLANDS,CA95660
68-0249296 501(C)(3) 12,500       TO SUPPORT AHEAD'S 2014 HEALTH, HEALTHCARE AND ECONOMIC DEVELOPMENT CONFERENCE "MOVING AHEAD IN TIMES OF CHANGE" ON MAY 8-9, 2014 IN ANAHEIM, CALIFORNIA; UNINTENTIONAL INJURY STATEWIDE STRATEGIC PLAN CONFERENCE ON MAY 14-15, 2014 IN SACRAMENTO, CA
(78) HEALTHCARE INFORMATION AND MANAGEMENT SYSTEMS SOCIETY (HIMSS)
6923 EAGLE WAY
CHICAGO,IL606781692
36-3906745 501(C)(3) 20,000       SUPPORT FOR HIMSS 2014 NATIONAL HEALTHCARE INNOVATION SUMMIT ON MAY 13-15, 2014 IN BOSTON, MA; SUPPORT FOR HIMSS 2015 HX360 CONFERENCE
(79) HEALTH 20
350 TOWNSEND ST 403
SAN FRANCISCO,CA94107
26-1478553   50,000       2014 HXREFACTORED DESIGN CHALLENGE
(80) HEALTH CAREER CONNECTION INC - CO JEFFREY OXENDINE
267 DEERFIELD DRIVE
MORAGA,CA94556
25-1904312 501(C)(3) 50,000       SUMMER INTERN PROGRAM, 2015
(81) HEALTH EVOLUTION SERVICES
ONE LETTERMAN DR BLDG D SUITE 3700
SAN FRANCISCO,CA94129
90-0869370   36,950       HEP SUMMIT 2015
(82) HEALTH MANAGEMENT ASSOCIATES
120 N WASHINGTON SQ SUITE 705
LANSING,MI48933
38-2599727   402,128       PERFORMANCE MANAGEMENT INTERACTIVE DENTAL DASHBOARD; EXPLORING AND UNDERSTANDING HEALTHCARE ANTITRUST ENFORCEMENT IN A NEW ERA; CA HOSPITALS: BUILDINGS, BEDS AND BUSINESS, 2014; DENTAL SERVICES IN THE MEDI-CAL PROGRAM: PAST, PRESENT AND FUTURE; INCREASING THE AFFORDABILITY OF HEALTH INSURANCE IN SAN FRANCISCO: ANALYSIS OF DESIGN OPTIONS
(83) HEALTH SCIENCES HIGH AND MIDDLE COLLEGE
3910 UNIVERSITY AVENUE SUITE 100
SAN DIEGO,CA92105
20-5886784 501(C)(3) 25,000       TO FUND TECHNOLOGY AND LEARNING AIDS/TOOLS, WHICH PROMOTE LEARNING AND THE PURSUIT OF HEALTH CARE CAREERS.
(84) HEALTHSPOTTR MEDIA LLC
55 ALDER AVENUE
SAN ANSELMO,CA94960
90-0480319   25,000       HEALTHSPOTTR LEADERSHIP SEMINAR SERIES
(85) HEALTHTECH CAPITAL MANAGEMENT
12133 FOOTHILL LANE
LOS ALTOS HILLS,CA94022
27-2398824   15,000       SPONSORSHIP OF 2014 HEALTHTECH CONFERENCE; 2015 MEMBERSHIP RENEWAL
(86) HEALTH TECHNOLOGY FORUM
46 LAPIDGE STREET
SAN FRANCISCO,CA94110
46-2325626   20,000       AWARDS FOR CODE-A-THON ON PATIENT ENGAGEMENT IN BEHAVIORAL HEALTH
(87) HISPANICS IN PHILANTHROPY
414 13TH STREET SUITE 200
OAKLAND,CA94612
94-3040607 501(C)(3) 15,000       2015 MEMBERSHIP RENEWAL; TO SUPPORT HISPANICS IN PHILANTHROPY 2015 CONFERENCE AND HIPGIVER GALA FEBRUARY 26 - 27, 2015, IN SAN FRANCISCO, CA
(88) HOMELESS PRENATAL PROGRAM INC
2500 18TH STREET
SAN FRANCISCO,CA94110
94-3146280 501(C)(3) 15,000       TO SUPPORT THE 25TH ANNUAL HOMELESS PRENATAL "OUR HOUSE" BENEFIT ON MAY 31, 2014 IN SAN FRANCISCO. HOMELESS PRENATAL PROGRAM PROVIDES HEALTH SERVICES LIKE PRENATAL EDUCATION AND PARENTING CLASSES TO THE HOMELESS THROUGHOUT SAN FRANCISCO; 25TH ANNIVERSARY ANNUAL LUNCHEON
(89) HOSPICE OF SANTA CRUZ COUNTY
940 DISC DRIVE
SCOTTS VALLEY,CA95066
94-2497618 501(C)(3) 20,000       ADVANCE CARE PLANNING - LOCAL COALITION
(90) THE HSM GROUP LTD
8777 E VIA DE VENTURA SUITE 188
SCOTTSDALE,AZ85258
86-0537624   136,094       PRESCRIPTION DRUG COVERAGE: CONSUMER ACCESS TO INFORMATION
(91) HUMBOLDT-DEL NORTE INDEPENDENT PRACTICE ASSOCIATION
2662 HARRIS ST
EUREKA,CA95503
68-0351509   92,392       IMPLEMENTING THE PATIENT ACTIVATION MEASURE AT HDNIPA; A COMMUNITY SYSTEM FOR ADVANCING SHARED DECISION MAKING
(92) INDEPENDENT SECTOR
1602 L STREET NW SUITE 900
WASHINGTON,DC20036
52-1081024 501(C)(3) 32,500       2015 MEMBERSHIP RENEWAL; REGIONAL FIELD MEETING IN OAKLAND
(93) INFORMING CHANGE
2040 BANCROFT WAY STE 400
BERKELEY,CA94704
94-3297997   99,985       EVALUATION OF SAFETY NET ANALYTICS PROGRAM (SNAP)
(94) INSTITUTE FOR CLINICAL AND ECONOMIC REVIEW
ONE STATE STREET STE 1050
BOSTON,MA02109
46-3250612 501(C)(3) 249,694       SUPPORT FOR CALIFORNIA TECHNOLOGY ASSESSMENT FORUM (CTAF)
(95) INSTITUTE FOR HEALTHCARE IMPROVEMENT
20 UNIVERSITY ROAD 7TH FL
CAMBRIDGE,MA02138
38-3017223 501(C)(3) 90,000       SPONSORING PARTICIPATION IN IHI'S BETTER HEALTH LOWER COSTS COLLABORATIVE
(96) INSTITUTE FOR MEDICAL QUALITY
180 HOWARD STREET SUITE 210
SAN FRANCISCO,CA94105
94-3240330 501(C)(3) 11,460       PLANNING GRANT TO ADDRESS CLINICAL VARIATION AMONG INDEPENDENT PHYSICIANS
(97) INSURE THE UNINSURED PROJECT
2444 WILSHIRE BLVD SUITE 412
SANTA MONICA,CA90403
27-4159194 501(C)(3) 25,000       2015 ITUP ANNUAL CONFERENCE AND REGIONAL WORKSHOPS
(98) INTEGRATED HEALTHCARE ASSOCIATION
500 12TH STREET STE 300
OAKLAND,CA94607
94-3211035 501(C)(6) 700,312       CALIFORNIA REGIONAL COST ATLAS; MEDI-CAL WAIVER DEVELOPMENT: TECHNICAL ASSISTANCE ON PAYMENT INCENTIVES; SCHOLARSHIP SUPPORT FOR THE THE 10TH NATIONAL P4P SUMMIT
(99) JOHNS HOPKINS UNIVERSITY - BLOOMBERG SCHOOL OF PUBLIC HEALTH
615 N WOLFE ST
BALTIMORE,MD212052103
52-0595110 501(C)(3) 18,975       PROGNOSIS AND TREATMENT INFORMATION FOR ADVANCED CANCER
(100) KAGGLE
188 KING STREET SUITE 502
SAN FRANCISCO,CA94107
80-0757388   200,000       COMPETITION FOR A DIABETIC RETINOPATHY SCREENING ALGORITHM
(101) KAISER FOUNDATION HEALTH PLAN
ONE KAISER PLAZA SUITE 15L
OAKLAND,CA94612
94-1340523 501(C)(3) 62,034       UPDATED REPORT ON NURSING AND TECHNOLOGY, 2015 INNOVATION LEARNING NETWORK MEMBERSHIP
(102) KEMPER CONSULTING GROUP
1841 11TH AVENUE
SACRAMENTO,CA95818
46-1504643   10,000       UNDERSTANDING THE EXPANSION OF MEDI-CAL MANAGED CARE INTO RURAL CALIFORNIA
(103) KQED
2601 MARIPOSA STREET
SAN FRANCISCO,CA941101400
94-1241309 501(C)(3) 50,000       SPONSORSHIP OF "CANCER: THE EMPEROR OF MALADIES," AND THE "STATE OF HEALTH BLOG"
(104) LAGUNA BEACH COMMUNITY CLINIC
362 THIRD ST
LAGUNA BEACH,CA92651
95-2637633 501(C)(3) 10,000       GENERAL SUPPORT
(105) LATINO HEALTH ACCESS
450 W 4TH STREET SUITE 130
SANTA ANA,CA92701
33-0562943 501(C)(3) 25,000       ANNUAL GALA, 2014
(106) LATINO CONSULTANTS
1107 SOUTH FAIR OAKS AVENUE SUITE
272
SOUTH PASADENA,CA91030
25-1908030   46,250       CONTRACTOR MANAGEMENT OF GUIDE TO HEALTH PROGRAMS PUBLICATION FOR FALL 2014; PILOT LATINO SOCIAL MEDIA CAMPAIGN TO SUPPORT PREPAREFORYOURCARE.ORG; TRANSLATION OF INFOGRAPHIC ON MATERNITY CARE QUALITY TO SPANISH AND RELATED OUTREACH
(107) LATINO PHYSICIANS OF CALIFORNIA
400 CAPITOL MALL 22ND FL
SACRAMENTO,CA95814
45-3502281 501(C)(3) 10,000       ANNUAL PRE-MEDICAL & PRE-HEALTH PROFESSIONS CONFERENCE
(108) LIFECOURSE STRATEGIES
PO BOX 877
ORINDA,CA94563
20-5638409   110,450       SAN FRANCISCO PALLIATIVE CARE TASK FORCE; FEASIBILITY ASSESSMENT: OUT-PATIENT PALLIATIVE CARE IN CA PUBLIC HOSPITALS; PROJECT MGMT: COMMUNITY-BASED PALLIATIVE CARE IN CALIFORNIA PUBLIC HOSPITALS: SUPPORTING NEXT STEPS; INTEGRATING PALLIATIVE CARE CALSIM HEALTH HOMES
(109) LIGHTBRIDGE HOSPICE LLC
6155 CORNERSTONE COURT EAST SUITE
220
SAN DIEGO,CA92121
33-1035581   44,670       HEALTH INSURERS & PALLIATIVE CARE PROVIDERS: NEW MODELS OF CARE
(110) LOWN INSTITUTE INC
21 LONGWOOD AVE
BROOKLINE,MA024465239
04-3291770 501(C)(3) 10,000       LOWN CONFERENCE 2015
(111) MANATT PHELPS & PHILLIPS LLP
ONE EMBARCADERO CENTER 29TH FLOOR
SAN FRANCISCO,CA94111
95-2375841   401,000       EARLY ASSESSMENT OF ONLINE CONSUMER ACA EXPERIENCE; UNDERSTANDING OPPORTUNITIES TO IMPROVE PROTECTION OF PATIENT HEALTH DATA; SUPPORT OF THE DEVELOPMENT OF A HEALTH FOCUS AREA FOR CODE FOR AMERICA; CARING FOR THE WHOLE PERSON: INTEGRATION OF BEHAVIORAL AND PHYSICAL HEALTH DATA; LESSONS LEARNED: STATES IMPLEMENTATION OF CONSOLIDATED HEALTH PLAN PROVIDER DIRECTORIES
(112) MARJAREE MASON CENTER
1600 M STREET
FRESNO,CA93721
94-1156639 501(C)(3) 20,000       TO PROVIDE ASSESSMENT AND FOLLOW-UP HEALTH SERVICES FOR CHILDREN OF WOMEN WHO COME TO MARJAREE MASON CENTER AS A RESULT OF DOMESTIC VIOLENCE
(113) MATHEMATICA POLICY RESEARCH INC
PO BOX 2393
PRINCETON,NJ085432393
22-2112296   1,391,698       COLLECTING AND REPORTING HEALTH INSURANCE ELIGIBILITY & ENROLLMENT DATA FOR CALIFORNIA; TRANSFERRED GRANT UPDATED ANALYSIS OF THE EFFECT OF PRICE TRANSPARENCY ON MARKETS IN NH; REGIONAL MARKET REPORTS - ROUND 3
(114) MEDIC AMBULANCE SERVICE
506 COUCH STREET
VALLEJO,CA94590
94-2725852 501(C)(3) 16,600       COMMUNITY PARAMEDICINE DATA PROJECT MEDIC AMBULANCE SERVICE
(115) MOUNTAIN-VALLEY EMS AGENCY
1101 STANDIFORD AVE SUITE D1
MODESTO,CA95350
94-2727113 501(C)(3) 16,600       COMMUNITY PARAMEDICINE DATA PROJECT MOUNTAIN VALLEY EMS
(116) NATIONAL ACADEMY OF SOCIAL INSURANCE
1776 MASSACHUSETTS AVENUE NW SUITE
400
WASHINGTON,DC200361904
52-1451753 501(C)(3) 20,000       ROBERT M. BALL AWARD, 2014; MEDICARE AND MEDICAID: THE NEXT 50 YEARS
(117) NATIONAL QUALITY FORUM
1030 15TH STREET NW SUITE 800
WASHINGTON,DC20005
52-2175544 501(C)(3) 17,500       2015 MEMBERSHIP RENEWAL
(118) NATIONAL HISPANIC HEALTH FOUNDATION
1216 FIFTH AVE STE 457
NEW YORK,NY10029
26-0051902 501(C)(3) 50,000       2014-15 PROGRAMS AND EVENTS
(119) NATIONAL BUSINESS GROUP ON HEALTH
50 F STREET NW SUITE 200
WASHINGTON,DC20001
52-1147591 501(C)(3) 7,500       2015 MEMBERSHIP RENEWAL
(120) NATIONAL OPINION RESEARCH CENTER
4350 EAST-WEST HIGHWAY SUITE 800
BETHESDA,MD20814
36-2167808 501(C)(3) 204,702       EMPLOYER HEALTH BENEFITS IN CALIFORNIA, 2014
(121) NATIONAL SENIOR CITIZENS LAW CENTER
3660 WILSHIRE BOULEVARD SUITE 718
LOS ANGELES,CA90010
95-3132674 501(C)(3) 400,000       HEALTH REFORM IN TRANSLATION: ESTATE RECOVERY; CORE SUPPORT TO IMPROVE RESIDENTIAL CARE FACILITIES FOR THE ELDERLY; STRENGTHENING CAL MEDICONNECT THROUGH OUTREACH, EDUCATION, AND FEEDBACK TO POLICYMAKERS
(122) NETROOTS FOUNDATION
4741 CENTRAL ST STE 377
KANSAS CITY,MO64112
20-8672843 501(C)(3) 15,000       SUMMARY REPORT AND RECOMMENDATIONS FROM BAYES IMPACT'S HACKATHON
(123) NETWORK FOR REGIONAL HEALTHCARE IMPROVEMENT
217 COMMERCIAL STREET SUITE 2015
PORTLAND,ME04101
45-1754340 501(C)(3) 50,000       COLLABORATIVE HEALTH EVENT AND WEBINAR SERIES
(124) NEHI
ONE BROADWAY 12TH FLOOR
CAMBRIDGE,MA02142
01-0624865 501(C)(3) 45,000       FOR THE MEDICATION COMPLIANCE PROJECT IN CALIFORNIA; FOR UCLA GLOBAL LAB FOR INNOVATION PROJECT, TO SCALE COST-REDUCING HEALTHCARE INNOVATIONS IN TARGETED AREAS; CONFERENCE SUPPORT FOR THE NETWORK FOR EXCELLENCE IN HEALTH INNOVATION MEETING
(125) THE NEW YORK TIMES
PO BOX 19218
NEWARK,NJ07195
13-1102020   35,000       SPONSORSHIP OF THE HEALTH FOR TOMORROW CONFERENCE
(126) NEW YORK EHEALTH COLLABORATIVE
40 WORTH STREET 5TH FLOOR
NEW YORK,NY10013
20-8022336 501(C)(3) 17,500       NEW YORK DIGITAL HEALTH CONFERENCE INNOVATION PAVILION
(127) NORTHERN CALIFORNIA GRANTMAKERS
160 SPEAR STREET SUITE 360
SAN FRANCISCO,CA94105
94-2761355 501(C)(3) 17,500       2015 MEMBERSHIP RENEWAL
(128) NORTH EAST MEDICAL SERVICES FOUNDATION
1520 STOCKTON STREET
SAN FRANCISCO,CA94133
94-1722562 501(C)(3) 15,000       TO SUPPORT HEALTHCARE PROGRAMS FOR THE MEDICALLY-UNDERSERVED POPULATIONS OF THE SAN FRANCISCO BAY AREA
(129) NORTHWESTERN UNIVERSITY
750 N LAKE SHORE DRIVE
CHICAGO,IL60611
36-2167817 501(C)(3) 84,797       ADVANCING THE UNIVERSAL MEDICATION SCHEDULE; EVALUATING THE IMPACT OF SB 472
(130) OPTUM PALLIATIVE AND HOSPICE CARE INC
11000 OPTUM CIRCLE
EDEN PRAIRIE,MN55344
30-0226127   50,000       HEALTH INSURERS & PALLIATIVE CARE PROVIDERS: NEW MODELS OF CARE
(131) OREGON HEALTH AND SCIENCE UNIVERSITY
0690 SW BANCROFT STREET MAILCODE
L106SPA
PORTLAND,OR97239
93-1176109 OHSU 284,980       ADVANCING POLST: CALIFORNIA AND NATIONAL PARTNERS; EPOLST EVALUATION PLAN
(132) ORTECH DATA INC
300 RIVER PLACE DRIVE SUITE 3000
DETROIT,MI48207
27-3416075   275,482       CJRR PHASE IV: ORTECH IT SUPPORT - ESTABLISHING SELF-SUSTAINABILITY; CJRR PHASE V: ORTECH IT SUPPORT
(133) PACIFIC BUSINESS GROUP ON HEALTH
575 MARKET STREET SUITE 600
SAN FRANCISCO,CA94105
94-3093623 501(C)(3) 234,000       TRACKING PROGRESS ON PAYMENT REFORM; CJRR PHASE III: PBGH MANAGEMENT; CJRR PHASE IV: PBGH MANAGEMENT - ESTABLISHING SELF-SUSTAINABILITY; TOPICS IN HEALTHCARE SYMPOSIUM; CJRR PHASE V: PBGH PROJECT MANAGEMENT, 2015; TRANSITION FUNDING FOR PBGH POST CJRR; SUPPORT FOR MOTIVATIONAL INTERVIEWING TRAINING
(134) PACIFIC HEALTH CONSULTING GROUP
72 OAK KNOLL AVENUE
SAN ANSELMO,CA94960
68-0403180   368,878       CONSULTANT ON BEHAVIORAL HEALTH INTEGRATION; CONSULTATION AND STAKE HOLDER INTERVIEWS FOR CHCF/KRESGE PROJECT; SOLICITING INPUT ON THE 2015 MEDI-CAL WAIVER; CONSULTING SUPPORT FOR INNOVATION FUND SAFETY NET WORK; FACILITATION OF CHCF SPONSORED MEETING AT 2014 NATIONAL ASSOCIATION OF COMMUNITY HEALTH CENTERS CONFERENCE; IHSS INTEGRATED CARE CONVENING; BUSINESS PLANNING TECHNICAL ASSISTANCE; ENGAGING STAKEHOLDERS IN DEVELOPING THE 2015 MEDI-CAL 1115 WAIVER; PLANNING GRANT FOR SHARED SAVINGS/RISK MODEL BETWEEN HP SAN JOAQUIN AND COUNTY MENTAL HEALTH FOR TRANSITIONS PROGRAM
(135) NEW AMERICA MEDIA
209 NINTH STREET SUITE 200
SAN FRANCISCO,CA94103
94-1709509 501(C)(3) 137,861       AN ETHNIC MEDIA STRATEGIC COMMUNICATIONS INITIATIVE; TEEN DEPRESSION MEDIA PROJECT
(136) THE PAINTED TURTLE GANG CAMP FOUNDATION
1300 4TH STREET SUITE 300
SANTA MONICA,CA90401
95-4612481 501(C)(3) 15,000       TO SUPPORT HEALTHCARE PROGRAMS FOR CHILDREN AT THE PAINTED TURTLE CAMP
(137) PARTNERS HEALTHCARE SYSTEM
25 NEW CHARDON STREET SUITE 400D
BOSTON,MA02114
04-3230035 501(C)(3) 10,000       11TH ANNUAL CONNECTED HEALTH SYMPOSIUM & EXPO
(138) PARSE3
13 FIRST STREET
WARWICK,NY10990
06-1600247   87,267       CONSULTATION & DEVELOPMENT FOR ACA DASHBOARD; CALQUALITYCARE.ORG SEARCH ENGINE OPTIMIZATION; CQC PHASE 2 ENHANCEMENTS
(139) PARTNERSHIP HEALTHPLAN OF CALIFORNIA
4665 BUSINESS CENTER DRIVE
FAIRFIELD,CA94534
68-0301406 PHC 65,323       ESSENTIALS FOR QUALITY IMPROVEMENT ADVISORS; HEALTH INSURERS & PALLIATIVE CARE PROVIDERS: NEW MODELS OF CARE; TRAINING MEDI-CAL PLANS ON HOT-SPOTTING DATA ANALYSIS
(140) PEER HEALTH EXCHANGE INC
70 GOLD STREET
SAN FRANCISCO,CA94133
56-2374305 501(C)(3) 10,000       FOR GENERAL SUPPORT
(141) PERRYUNDEM RESEARCH & COMMUNICATIONS
4800 HAMPDEN LANE SUITE 200 PMB 228
228
BETHESDA,MD20814
46-1891050   121,564       UNDERSTANDING CALIFORNIANS' ENROLLMENT EXPERIENCES WITH COVERED CALIFORNIA; CONSUMER SURVEY OF CALIFORNIA ON HEALTHCARE, 2014
(142) PHYSICIANS MEDICAL FORUM
2201 BROADWAY SUITE 212
OAKLAND,CA94612
30-0086728 501(C)(3) 20,000       STUDENT NATIONAL MEDICAL ASSOCIATION ANNUAL MEDICAL EDUCATION CONFERENCE
(143) POWERS PYLES SUTTER & VERVILLE PC
1501 M STREET NW 7TH FLOOR
WASHINGTON,DC200051700
52-1620214   16,214       LEGAL SERVICES FOR CJRR
(144) PROJECT HOPE - THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION
7500 OLD GEORGETOWN ROAD SUITE 600
BETHESDA,MD208146133
53-0242962 501(C)(3) 405,000       HEALTH AFFAIRS PARTNERSHIP RENEWAL, 2015
(145) PUBLIC HEALTH FOUNDATION ENTERPRISES INC
12801 CROSSROADS PARKWAY S 200
CITY OF INDUSTRY,CA91746
95-2557063 501(C)(3) 86,206       TESTING ACADEMIC DETAILING TO DECREASE OPIOID DEATHS
(146) CENTER FOR CONNECTED HEALTH POLICY - PUBLIC HEALTH INSTITUTE
555 12TH STREET 10TH FL
OAKLAND,CA94607
94-1646278 501(C)(3) 1,163,284       CONTINUED FUNDING OF THE CENTER FOR CONNECTED HEALTH POLICY; PHASE 3 FUNDING FOR CENTER FOR CONNECTED HEALTH POLICY; 50TH ANNIVERSARY CELEBRATION; POLICY COMPONENT-VDOT FOR TB; EVALUATING ROI TOOL FOR ACOS; COUNTY DATA STORYTELLING TOOL: PILOT PHASE
(147) PUBLIC POLICY INSTITUTE OF CALIFORNIA
500 WASHINGTON STREET SUITE 600
SAN FRANCISCO,CA94111
94-3207299 501(C)(3) 34,840       2014 SPEAKER SERIES ON CALIFORNIA'S FUTURE; CHCF/PPIC DATA LIBRARY MEETING
(148) QUALIS HEALTH
10700 MERIDIAN AVENUE N SUITE 100
SEATTLE,WA98133
91-1072875 501(C)(3) 477,150       PCMH ASSESSMENT PLANNING AND QUICK START; ASSESSMENT OF PCMH IMPLEMENTATION BY THE LA COUNTY DEPARTMENT OF HEALTH SERVICES; ASSESSMENT OF THE IMPACT OF PCMH IMPLEMENTATION ON SAN MATEO MEDICAL CENTER PATIENT CARE AND COSTS
(149) RADY CHILDREN'S HOSPITAL
3020 CHILDRENS WAY
SAN DIEGO,CA92123
95-1691313 501(C)(3) 44,449       HEALTH INSURERS & PALLIATIVE CARE PROVIDERS: NEW MODELS OF CARE
(150) RAND CORPORATION
1776 MAIN STREET
SANTA MONICA,CA904072138
95-1958142 501(C)(3) 88,886       HEALTH PLAN OF SAN JOAQUIN'S EXPERIENCE WITH DIRECT DERMATOLOGY
(151) UNIVERSITY OF CALIFORNIA SAN FRANCISCO
1855 FOLSOM ST SUITE 425 BOX 0897
SAN FRANCISCO,CA94103
94-6036493 UC REGENTS 936,357       CONFERENCE SUPPORT: HUMAN FACTORS AND SYSTEMS ENGINEERING FOR MEDICATION SAFETY; RENEWAL OF LONG-TERM CARE DATA COLLECTION - FOR CALQUALITYCARE WEBSITE; EVALUATION OF COMMUNITY PARAMEDICINE PILOT PROJECTS; OPTIMIZING QUALITY IN HOME-CENTERED PRIMARY CARE AND PALLIATIVE CARE; 2014 UC DIVERSITY PIPELINE INITIATIVE; TB FREE CALIFORNIA; CHCF PAYER/PROVIDER PARTNERSHIPS PLANNING GRANT, EMPOWERING THE NURSE: TRANSFORMING PRIMARY CARE NURSING TO IMPROVE PATIENT ACCESS IN SAFETY NET; HEALTH INSURERS & PALLIATIVE CARE PROVIDERS: NEW MODELS OF CARE; EVALUATION OF THE CHCF CENTER FOR HEALTH REPORTING; TO SUPPORT THE MED LINK PROGRAM; MEDI-CAL WAIVER DEVELOPMENT: TECHNICAL ASSISTANCE ON WORKFORCE; PARTNERS IN E 2015; RENEWAL OF LONG-TERM CARE DATA SERVICES FOR CALQUALITYCARE.ORG, 2015; TO SUPPORT THE INMATE PEER HEALTH COACHES DIABETES EDUCATION PROGRAM; SCHOLARSHIP SUPPORT PROGRAM IN MEDICAL EDUCATION FOR THE URBAN UNDERSERVED (PRIME-US).FOR SCHOLARSHIP SUPPORT FOR STUDENTS PARTICIPATING IN THE P
(152) UNIVERSITY OF CALIFORNIA BERKELEY - EARL WARREN HALL
2195 HEARST AVE ROOM 130 MAIL CODE
1108
BERKELEY,CA947201108
94-6002123 UC REGENTS 124,477       STORYTELLING WITH DATA: TOOLS & TECHNIQUES; PATIENT IMAGE SETS FOR KAGGLE RETINOPATHY COMPETITION; HEALTH DATA VISUALIZATION TRAINING PROGRAM; INCREASING THE AFFORDABILITY OF HEALTH INSURANCE IN SAN FRANCISCO: POPULATION ESTIMATES
(153) UNIVERSITY OF CALIFORNIA DAVIS
PO BOX 989062
WEST SACRAMENTO,CA957989062
94-6036494 UC REGENTS 207,991       PROVIDE TELEHEALTH EXPERTISE AND STRATEGIC LEADERSHIP FOR THE CALIFORNIA CENTER FOR CONNECTED HEALTH; FEDERAL STIMULUS MATCHING FUNDS FOR TELEHEALTH PROGRAM; IPHI SACRAMENTO BRIEFINGS; REPLICATING PROJECT ECHO IN CALIFORNIA; TO SUPPORT THE WOMEN'S CANCER CARE PROGRAM AT THE U.C. DAVIS COMPREHENSIVE CANCER CENTER IN SACRAMENTO, CALIFORNIA
(154) UNIVERSITY OF CALIFORNIA LOS ANGELES
10960 WILSHIRE BLVD SUITE 1550
LOS ANGELES,CA90024
95-6006143 UC REGENTS 956,048       MONITORING THE ACA WITH CHIS 2013-2014 ACCESS MEASURES; CHRONIC ILLNESS BURDEN IN CALIFORNIA, 2014; HEALTH INSURERS & PALLIATIVE CARE PROVIDERS: NEW MODELS OF CARE; MONITORING THE ACA WITH CHIS 2015-2016 ACCESS MEASURES; TRAINING PROGRAM FOR NEW CHIS TOOL WITH ZIP CODE-LEVEL DATA ESTIMATES; COMMUNITY PARAMEDICINE EDUCATION PROGRAM; ANNUAL UCLA HEALTH CARE SYMPOSIUM; COMMUNITY PARAMEDICINE DATA PROJECT UCLA
(155) UNIVERSITY OF CALIFORNIA SAN DIEGO - SCHOOL OF MEDICINE
9500 GILMAN DRIVE MC-0507
SAN DIEGO,CA920930507
95-6006144 UC REGENTS 310,410       VDOT DEMONSTRATION
(156) UNIVERSITY OF CALIFORNIA IRVINE
PAUL MERAGE SCHOOL OF BUSINESS SB
431
IRVINE,CA926973125
95-2226406 UC REGENTS 46,750       SUPPORT FOR 2015 UCI HEALTH CARE FORECAST CONFERENCE; FOR SCHOLARSHIP SUPPORT, TO EDUCATE HIGHLY QUALIFIED PHYSICIANS TO SERVE THE DIVERSE POPULATIONS OF CALIFORNIA.
(157) UNIVERSITY OF MINNESOTA
200 OAK STREET SE 450 MCNAMARA
ALUMNI CENTER
MINNEAPOLIS,MN554552070
41-6007513 UMN 370,738       CONSULTATION AND SUPPORT FOR IMPLEMENTATION OF ACA MONITORING FRAMEWORK; CONSULTATION, ANALYSIS AND SUPPORT FOR ACA 411
(158) RIVERSIDE COUNTY PHYSICIANS MEMORIAL FOUNDATION
3993 JURUPA AVENUE
RIVERSIDE,CA92506
95-6080778 501(C)(3) 20,000       ADVANCE CARE PLANNING - LOCAL COALITION
(159) ROCK HEALTH INC
455 MISSION BAY BOULEVARD SUITE 124
124
SAN FRANCISCO,CA94158
45-1204321 501(C)(3) 15,000       2014 ROCK HEALTH INNOVATION SUMMIT
(160) CENTER FOR HEALTHCARE DECISIONS
955 UNIVERSITY AVENUE SUITE C
SACRAMENTO,CA95825
68-0441958 501(C)(3) 16,772       STATE OPTIONS TO REDUCE USE OF INAPPROPRIATE CARE AMONG MEDI-CAL ENROLLEES: PLANNING GRANT
(161) SAMARITAN HOUSE
4031 PACIFIC BOULEVARD
SAN MATEO,CA94403
23-7416272 501(C)(3) 10,000       TO SUPPORT HEALTHCARE PROGRAMS FOR LOW INCOME FAMILIES IN SAN MATEO COUNTY
(162) SAN DIEGO COUNTY MEDICAL SOCIETY FOUNDATION
5575 RUFFIN ROAD SUITE 250
SAN DIEGO,CA92123
95-1436927 501(C)(3) 7,520       SAN DIEGO POLST QUALITY PARTNERSHIPS; TO FUND JUMP START FOR HEALTH, FOCUSED ON DIABETES PREVENTION AMONG UNINSURED AND PRIMARILY ETHNIC ADULTS AT EMERGENCY ROOMS.
(163) SAN DIEGO FAMILY CARE
6973 LINDA VISTA ROAD
SAN DIEGO,CA92111
95-2700856 501(C)(3) 25,000       TO SUPPORT DELIVERY OF HIGH QUALITY MEDICAL CARE AND MENTAL HEALTH SERVICES TO LOW-INCOME FAMILIES IN MULTI-CULTURAL COMMUNITIES.
(164) SAN FRANCISCO GENERAL HOSPITAL FOUNDATION
2789 25TH STREET SUITE 2028
SAN FRANCISCO,CA94110
94-3189424 501(C)(3) 268,311       DEVELOPMENT OF A CONSERVATIVE MANAGEMENT PROGRAM FOR PATIENTS WITH END-STAGE RENAL DISEASE; SFGH LEAN TRANSFORMATION
(165) HEALTH PLAN OF SAN MATEO
701 GATEWAY BLVD SUITE 40
SOUTH SAN FRANCISCO,CA94080
94-3020555 SAN MATEO COUNTY 19,950       DATA PREP FOR AN IN-HOME CARE MODEL FOR HIGH-NEED DUAL ELIGIBLE PATIENTS
(166) SCAN HEALTH PLAN
3800 KILROY AIRPORT WAY SUITE 100
PO BOX 22616
LONG BEACH,CA90806
95-3588259 501(C)(3) 49,998       HEALTH INSURERS & PALLIATIVE CARE PROVIDERS: NEW MODELS OF CARE
(167) SEAMLESS MEDICAL SYSTEMS INC
1600 LENA STREET A3
SANTA FE,NM87505
46-4776338   16,058       PILOT SITE SUPPORT FOR COMMUNITY HEALTH CENTERS
(168) SELF HELP FOR THE ELDERLY
731 SANSOME STREET SUITE 100
SAN FRANCISCO,CA94111
94-1750717 501(C)(3) 10,000       TO SUPPORT HOSPICE CARE FOR RESIDENTS OF SAN MATEO COUNTY WHO DO NOT HAVE INSURANCE OR HAVE LIMITED FINANCIAL SUPPORT.
(169) SHANTI PROJECT
730 POLK STREET 3RD FLOOR
SAN FRANCISCO,CA94109
94-2297147 501(C)(3) 10,000       40TH ANNIVERSARY & ANNUAL BENEFIT
(170) SOUTHERN CALIFORNIA GRANTMAKERS
1000 N ALAMEDA STREET SUITE 230
LOS ANGELES,CA90012
95-2831058 501(C)(3) 10,000       2015 MEMBERSHIP RENEWAL
(171) THE UNITY COUNCIL
1900 FRUITVALE AVE SUITE 2A
OAKLAND,CA94601
94-1670490 501(C)(3) 10,000       50TH ANNIVERSARY GALA
(172) STANFORD UNIVERSITY - DEPT OF PEDIATRICS
251 CAMPUS DRIVE
PALO ALTO,CA943055728
94-1156365 501(C)(3) 10,362       SUPPORT FOR STANFORD'S CLINICAL EXCELLENCE RESEARCH CENTER; GUIDE TO CONVENING AND EVALUATING MATERNAL HEALTH CARE QUALITY IMPROVEMENT COLLABORATIVE: A CASE STUDY OF OB HEMORRHAGE QUALITY IMPROVEMENT COLLABORATIVE; TO SUPPORT THE 2014 MEDICINEX CONFERENCE ON SEPTEMBER 5-7, 2014 AT STANFORD UNIVERSITY
(173) STAMEN DESIGN
2017 MISSION STREET SUITE 300
SAN FRANCISCO,CA94110
20-1972502   108,325       ACA DATA VISUALIZATION; ALL OVER THE MAP HISTORICAL UPDATE; ENHANCEMENTS TO ACA 411
(174) STARTUP HEALTH
26 W 17TH 2ND FLOOR
NEW YORK,NY10011
45-4362441   42,600       STARTUP HEALTH HEALTHCARE TRANSFORMER SHOWCASE; PROGRAM DEVELOPMENT FOR THE MH/BH INNOVATION SHOWCASE
(175) STEWARDS OF CHANGE INSTITUTE INC
100 CENTERSHORE ROAD
CENTERPORT,NY11721
20-1647503 501(C)(3) 186,750       CONFERENCE SUPPORT: STEWARDS OF CHANGE NATIONAL SYMPOSIUM ON INTEROPERABILITY AND OPEN DATA IN HHS; FREEING COMMUNITY SERVICES DATA TO BENEFIT HEALTHCARE PROVIDERS, LOCAL GOVERNMENTS, AND OTHERS; OPEN DATA TRANSITION SUPPORT; SACRAMENTO EVENT ON OPEN HEALTH DATA
(176) SUJANSKY & ASSOCIATES LLC
1390 EL CAMINO REAL SUITE 250
SAN CARLOS,CA94070
20-0176921   614,798       PILOTING ELECTRONIC DELIVERY OF LAB RESULTS USING DIRECT; CJRR PHASE IV: TECHNOLOGY CONSULTING SUPPORT - ESTABLISHING SELF-SUSTAINABILITY; CONDUCT OPERATIONAL ASSESSMENT OF OPTIMIZING QUALITY IN HOME-CENTERED PRIMARY CARE AND PALLIATIVE CARE; CJRR PHASE V: TECHNOLOGY CONSULTING SUPPORT
(177) SUPPORT FOR FAMILIES OF CHILDREN WITH DISABILITIES
1663 MISSION STREET SUITE 700
SAN FRANCISCO,CA94103
94-2819062 501(C)(3) 10,000       2015 FAMILY VOICES HEALTH SUMMIT CONFERENCE SUPPORT
(178) ORANGE COUNTY AFFILIATE OF SUSAN G KOMEN FOR THE CURE
3191-A AIRPORT LOOP DRIVE
COSTA MESA,CA92626
33-0487943 501(C)(3) 25,000       TO SUPPORT THE CIRCLE OF PROMISE CALIFORNIA INITIATIVE
(179) THAT MAN MAY SEE
10 KORET WAY BOX 0352
SAN FRANCISCO,CA94143
23-7129943 501(C)(3) 20,000       TO SUPPORT MEDICAL STUDENT EDUCATION, RESIDENTS, AND FELLOWS; FOR THE JOHN STANLEY, MD, RESIDENT EDUCATION FUND, TO SUPPORT MEDICAL STUDENT EDUCATION, RESIDENTS, AND FELLOWS.
(180) THORN RUN PARTNERS LLC
1720 EYE ST NW STE 400
WASHINGTON,DC20006
27-1541515   235,000       NATIONAL HEALTH POLICY AND ACA TRACKING AND UPDATES
(181) TIDES CENTER CENTER FOR CARE INNOVATIONS
450 GEARY STREET SUITE 400
SAN FRANCISCO,CA94102
94-3213100 501(C)(3) 1,487,693       HELPING CALIFORNIA'S COMMUNITY CLINICS BOOST PERFORMANCE; ANNUAL EVENT; TCP 2.0: CAPACITY BUILDING FOR THE CHILDREN'S PARTNERSHIP; SAFETY NET ANALYTICS PROGRAM MANAGEMENT; VALUE BASED PAYMENT VISIONING MEETING; CO-SPONSORSHIP OF MEETINGS ON INTEGRATING ADDICTION TREATMENT INTO PRIMARY CARE; STEINBERG INSTITUTE FOR ADVANCING MENTAL HEALTH POLICY
(182) TIGERLABS
252 NASSAN ST 2ND FLOOR
PRINCETON,NJ08542
46-0853962   20,000       SUPPORT FOR TIGERLABS STARTUP SHOWCASE, 2014; SPONSORSHIP OF 2015 DIGITAL HEALTH INNOVATION IN CONTEXT
(183) THE TIPPING POINT COMMUNITY
220 MONTGOMERY STREET SUITE 850
SAN FRANCISCO,CA94104
20-2121739 501(C)(3) 100,000       TO IMPROVE ACCESS TO HEALTH CARE FOR THOSE IN POVERTY IN THE BAY AREA
(184) TNT INITIATIVES
1094 SPRINGFIELD DRIVE
MILLBRAE,CA94030
71-0903294   15,000       DIABETESMINE INNOVATION PROJECT SUPPORT, 2014
(185) UCI FOUNDATION
4199 CAMPUS DRIVE UNIVERSITY TOWER
IRVINE,CA926970001
95-2540117 501(C)(3) 5,250       SUPPORT FOR SPEAKER PROGRAM - PRICE TRANSPARENCY: WHERE WE ARE, WHERE WE ARE HEADED, AND WHAT IS IN THE WAY?
(186) THE UCLA FOUNDATION
10920 WILSHIRE BLVD SUITE 1200
LOS ANGELES,CA90024
95-2250801 501(C)(3) 10,000       20TH ANNIVERSARY CELEBRATION AND THE RICK BROWN HEALTH POLICY IMPACT FUND
(187) UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION
2080 ADDISON ST STE 4200
BERKELEY,CA947204200
94-6090626 501(C)(3) 20,000       2014 RIGHT CARE SUMMIT SUPPORT
(188) UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION
INTERIM ASSOCIATE VICE CHANCELLOR
BOX 0248
SAN FRANCISCO,CA94143
94-2829914 501(C)(3) 25,000       IN SUPPORT OF DP FUND IN GLOBAL HEALTH SO595 (DEBAS), WHICH WILL ADDRESS THE GREATEST PRIORITIES IN GLOBAL HEALTH RESEARCH, EDUCATION AND TRAINING, AND IMPLEMENTATION IN CALIFORNIA, THE UNITED STATES AND AROUND THE WORLD.
(189) THE URBAN INSTITUTE
2100 M STREET NW
WASHINGTON,DC20037
52-0880375 501(C)(3) 45,000       EXPANDING ENROLLMENT RESOURCES: TAX PREPARERS AS ASSISTERS
(190) URSA CONSULTING GROUP
216 F STREET 45
DAVIS,CA95616
45-1464584   16,900       CALIFORNIA HEALTH POLICY BRIEFING LANDSCAPE ASSESSMENT
(191) VENTUREBEAT INC
22 BATTERY STREET SUITE 320
SAN FRANCISCO,CA94111
20-5015821   10,000       SPONSORSHIP OF HEALTHBEAT 2014 CONFERENCE
(192) VISION Y COMPROMISO
10000 N ALAMEDA STREET SUITE 350
LOS ANGELES,CA90012
32-0071651 501(C)(3) 25,000       ANNUAL HACIA UNA VIDA DIGNA Y SANA AND COMMUNITY HEALTH WORKERS CONFERENCE, 2014
(193) VYNCA LLC
1061 BONITA AVENUE
MOUNTAIN VIEW,CA94040
46-2236842   110,000       VYNCA: A TECHNOLOGY SOLUTION FOR ADVANCE CARE PLANNING WITH POLST
(194) WESTERN CENTER ON LAW AND POVERTY
3701 WILSHIRE BOULEVARD SUITE 208
LOS ANGELES,CA900102809
95-2897721 501(C)(3) 317,124       ELIGIBILITY, ENROLLMENT AND RETENTION: IMPROVING CALIFORNIA'S POLICIES AND PROCEDURES; MANUAL OF HEALTH COVERAGE OPTIONS FOR LOW-INCOME CALIFORNIANS
(195) VALLEY PUBLIC RADIO KVPR FM 89
3437 W SHAW 101
FRESNO,CA93711
94-2297746 501(C)(3) 88,000       2015 SUPPORT FOR VALLEY PUBLIC RADIO HEALTH REPORTING
(196) WOMEN'S COMMUNITY CLINIC
1833 FILLMORE ST 3RD FL
SAN FRANCISCO,CA94115
45-5447335 501(C)(3) 10,000       GENERAL SUPPORT
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
143
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
53
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2014

Schedule I (Form 990) 2014
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients
(c)Amount of
cash grant
(d)Amount of
non-cash assistance
(e)Method of valuation (book,
FMV, appraisal, other)
(f)Description of non-cash assistance
(1) "ON DEMAND" ANALYSIS RELATED TO ACA 411 1 120,250      
(2) 2015 UPDATE OF BEDS FOR BOOMERS PROJECT DESCRIPTION 1 45,000      
(3) ACCELERATE IMPLEMENTATION OF EXPANDED SCOPE OF PRACTICE FOR PHARMACISTS 1 66,500      
(4) BEHAVIORAL HEALTH DATA SHARING: EXPLORATORY WORK 1 45,000      
(5) BEHAVIORAL HEALTH EXPLORATORY WORK FOR CHCF DELIBERATION 1 50,000      
(6) CALIFORNIA CANCER SPENDING REPORT: DRAFT REVIEW AND REPORT PREPARATION 1 7,500      
(7) CALIFORNIA HEALTH PLANS AND INSURERS, 2014 1 55,000      
(8) CALSIM BRIDGE FUNDING: INNOVATION PLAN CORE SUPPORT 1 187,472      
(9) CIN ADVISOR 1 15,000      
(10) CIN CURRICULUM ASSESSMENT 1 3,700      
(11) CIN TRAINING ADVISOR 1 1,796      
(12) COMMUNITIES OUTREACH PLAN FOR THE STATE'S HEALTH DATA: PILOT PHASE 1 67,500      
(13) COMMUNITY PARAMEDICINE PILOT PROJECTS: PROGRAM MANAGER PHASE 2 1 25,963      
(14) COMMUNITY-BASED PALLIATIVE CARE IN CALIFORNIA PUBLIC HOSPITALS: SUPPORTING NEXT STEPS 1 30,000      
(15) CONSULTANT FOR SHARED SAVINGS PROJECT 1 14,000      
(16) CONSULTANT ON BEHAVIORAL HEALTH INTEGRATION 1 10,000      
(17) CONSULTANT SUPPORT FOR CHCF DESIGN CHALLENGE 1 7,250      
(18) CONSULTING SERVICES FOR CJRR 1 9,000      
(19) CONSULTING SUPPORT FOR THE CJRR, 2015 1 36,000      
(20) COVERED CA CONSUMER UX ASSESSMENT PHASE 2 1 127,350      
(21) COVERED CALIFORNIA INTERACTIVE INFORMATION GRAPHIC 1 24,950      
(22) CYCLE III HEALTH CARE PRICE TRANSPARENCY 1 19,950      
(23) DATA OFFERINGS FOR CHCF COUNTY HEALTH DATA TOOL 1 20,000      
(24) DEVELOPING AN OPEN DATA PILOT PROGRAM- PLANNING PHASE 1 30,000      
(25) DOCUMENTING USES FOR CONSUMER-GENERATED HEALTH DATA 1 37,000      
(26) EDUCATIONAL PROGRAM FOR IMPROVING COMPLIANCE WITH PRIVACY REGULATIONS (CY PRES) 1 16,000      
(27) EXAMINING THE FEASIBILITY OF A MULTI-STATE OPEN HEALTH DATA CHALLENGE 1 20,000      
(28) FOLLOW-UP REPORT ON HEALTH BUSINESS INCUBATORS AND ACCELERATORS 1 35,000      
(29) GRAPHIC RECORDING OF NOV 5 HIGH DOSE OPIOIDS IN THE SAFETY NET MEETING 1 3,500      
(30) HEALTH CARE COSTS 101, 2014 1 22,938      
(31) HEALTHCARE.GOV UX ASSESSMENT 1 94,050      
(32) IMPACT OF OPEN DATA INITIATIVES ON HEALTH 1 3,000      
(33) INTERPRETING WORKFORCE TRENDS AND OPPORTUNITIES 1 7,875      
(34) LAYOUT CJRR REPORT 1 2,700      
(35) MAPPING CALIFORNIA'S ELECTRONIC APPLICATION PROCESS 1 11,000      
(36) MAPPING PALLIATIVE CARE CAPACITY IN CA 1 17,750      
(37) MEASURING CANCER PROCEDURE VOLUME IN HOSPITAL: PHASE II (REPORTING) 1 12,000      
(38) ONLINE CONSUMER EXPERIENCE ASSESSMENT: HEALTHCARE.GOV 1 61,052      
(39) PHASE 2: PROJECT MANAGEMENT SERVICES 1 110,000      
(40) PROJECT MANAGEMENT: UNWANTED CARE: EXPLORING SOLUTIONS FOR CALIFORNIA 1 4,360      
(41) PROJECT MANAGEMENT FOR ONLINE CONSUMER EXPERIENCE ASSESSMENT: HEALTHCARE.GOV 1 50,000      
(42) PROJECT MANAGEMENT FOR ONLINE CONSUMER EXPERIENCE ASSESSMENT: SECOND OPEN ENROLLMENT 1 45,000      
(43) PROJECT MANAGEMENT FOR PAYER-PROVIDER PLANNING INITIATIVE 1 48,000      
(44) PROJECT MANAGEMENT FOR PCMH ASSESSMENT 1 45,000      
(45) PROJECT MANAGEMENT FOR PROJECTS MEASURING ACCESS TO CARE 1 12,500      
(46) PROJECT MANAGEMENT FOR SFDPH PUBLIC BENEFIT PROJECT 1 15,000      
(47) PROJECT MANAGEMENT: CALIFORNIA IMPROVEMENT NETWORK (CIN) PHASE IV 1 20,000      
(48) PROVIDING DATA COLLECTION CONSULTATION FOR THE COUNTY HEALTH DATA PROJECT 1 6,000      
(49) QUALITY OF CARE FACTS AND FIGURES 2014 1 45,000      
(50) RESEARCH CONSULTANT: STANISLAUS SAN JOAQUIN HEALTH COLLABORATIVE 1 4,000      
(51) RFP DEVELOPMENT FOR HEALTH INSURERS AND PALLIATIVE CARE PROVIDERS PROJECT 1 805      
(52) SAFETY NET CLINIC AGGREGATORS: BEST PRACTICES, SHARED LEARNINGS & FUTURE OPPORTUNITIES 1 24,925      
(53) STRATEGIC PLANNING & PROJECT MANAGEMENT SUPPORT 1 25,000      
(54) SUPPORT CALSIM CORE STAFFING DURING PERIOD PRIOR TO FEDERAL AWARD 1 110,596      
(55) SUPPORT FOR CA DEPARTMENT OF PUBLIC HEALTH DISPARITY REPORT 1 10,000      
(56) SUPPORT FOR CIN OPIOID MANAGEMENT CONVENING AND LANDSCAPE ASSESSMENT 1 7,000      
(57) TECHNICAL ASSISTANCE FOR COMMUNITY-BASED PALLIATIVE CARE IN CA PUBLIC HOSPITALS 1 72,000      
(58) TECHNICAL SUPPORT FOR PAYER-PROVIDER PLANNING GRANTS 1 33,000      
(59) THE SF PALLIATIVE CARE TASK FORCE -- TECHNICAL ASSISTANCE 1 4,990      
(60) UNDERSTANDING LANDSCAPE OF ELECTRONIC HEALTH RECORD SPREAD IN BEHAVIORAL HEALTH 1 1,650      
(61) UNDERSTANDING VARIATION IN ELECTIVE PROCEDURES - AUDIENCE OUTREACH 1 2,000      
(62) VALIDATING THE PREVALENCE OF INPATIENT PALLIATIVE CARE SERVICES IN CALIFORNIA ACUTE CARE HOSPITALS 1 6,100      
Part IV
Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Return Reference Explanation
PART I, LINE 2: BOTH GRANTS AND CONTRACTS FOR WORK WITH A CHARITABLE PURPOSE ARE TREATED AS GRANTS FOR THE PURPOSE OF FORM 990. A CONTRACT OR AWARD LETTER IS ISSUED, AS APPROPRIATE, AND INCLUDES THE PURPOSE OF THE GRANT, THE SCOPE OF WORK (IF APPLICABLE), A SCHEDULE OF DELIVERABLES, A SCHEDULE OF PAYMENTS AND THE REQUIREMENTS TO BE MET FOR THOSE PAYMENTS. WHEN GRANT DELIVERABLES ARE RECEIVED, THEY ARE REVIEWED BY STAFF WHO ARE RESPONSIBLE FOR DETERMINING IF THE DELIVERABLES MEET THE EXPECTATIONS OF THE GRANT. DELIVERABLES INCLUDE FINANCIAL REPORTS AND/OR INVOICES WHICH ARE REVIEWED AGAINST THE ORIGINAL BUDGET FOR THE GRANT TO ENSURE THAT FUNDS ARE EXPENDED FOR THE INTENDED PURPOSES. IN ADDITION, CHCF ANNUALLY AUDITS APPROXIMATELY 10% OF ITS ACTIVE GRANTS. THIS AUDIT IS CONDUCTED BY AN INDEPENDENT AUDITING FIRM WHICH, AMONG OTHER THINGS, CHECKS TO ENSURE THE ACCURACY OF GRANT FINANCIAL REPORTS AGAINST THE GRANTEE'S RECORDS.
Schedule I (Form 990) 2014


Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
CALIFORNIA HEALTHCARE FOUNDATION
 
Employer identification number

95-4523231
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
 
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ................
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2014

Schedule J (Form 990) 2014
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits
(E) Total of columns
(B)(i)-(D)
(F) Compensation in column(B) reported as deferred in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
1DR SANDRA HERNANDEZPRESIDENT, CEO & BOARD MEMBER (i)
(ii)
525,280
...............................
0
50,000
...............................
0
15,208
...............................
0
36,400
...............................
0
39,440
...............................
0
666,328
...............................
0
0
...............................
0
2CRAIG ZIEGLERVP FIN, ADMIN &INVESTS/TREAS./SEC. (i)
(ii)
530,286
...............................
0
0
...............................
0
51,266
...............................
0
45,800
...............................
0
39,692
...............................
0
667,044
...............................
0
198,814
...............................
0
3SOPHIA CHANGVP OF PROGRAMS (FROM 5/12/14) (i)
(ii)
187,840
...............................
0
0
...............................
0
0
...............................
0
34,292
...............................
0
19,875
...............................
0
242,007
...............................
0
0
...............................
0
4MARIAN MULKEYPRGM DIR, HCRPP/CHIEF LEARNING OFCR. (i)
(ii)
224,932
...............................
0
0
...............................
0
600
...............................
0
40,584
...............................
0
28,407
...............................
0
294,523
...............................
0
0
...............................
0
5MARGARET LAWSPRGM DIRECTOR, INNOV FOR UNDERSERVED (i)
(ii)
233,679
...............................
0
0
...............................
0
0
...............................
0
42,673
...............................
0
18,238
...............................
0
294,590
...............................
0
0
...............................
0
6MARIBETH SHANNONPRGM DIRECTOR, MKT & POL MONITOR (i)
(ii)
225,810
...............................
0
0
...............................
0
425
...............................
0
42,275
...............................
0
39,728
...............................
0
308,238
...............................
0
0
...............................
0
7SPENCER SHERMANDIRECTOR, PUBLISHING & COMMUNICATION (i)
(ii)
218,100
...............................
0
0
...............................
0
0
...............................
0
40,429
...............................
0
28,436
...............................
0
286,965
...............................
0
0
...............................
0
8SANDRA SHEWRYDIRECTOR, STATE HEALTH POLICY (i)
(ii)
237,860
...............................
0
0
...............................
0
1,150
...............................
0
43,851
...............................
0
5,346
...............................
0
288,207
...............................
0
0
...............................
0
9DR MARK SMITHFORMER PRESIDENT, CEO & BOARD MEMBER (i)
(ii)
0
...............................
0
0
...............................
0
90,916
...............................
0
0
...............................
0
0
...............................
0
90,916
...............................
0
0
...............................
0
10KIM GALVINDIRECTOR, HR & OPERATIONS/FORMER SEC (i)
(ii)
187,171
...............................
0
0
...............................
0
600
...............................
0
34,829
...............................
0
26,636
...............................
0
249,236
...............................
0
0
...............................
0
Schedule J (Form 990) 2014

Schedule J (Form 990) 2014
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.
Return Reference Explanation
PART I, LINE 4B PART I, LINE 4B: PARTICIPATION IN OR RECEIPT OF PAYMENT FROM A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN TERMS AND CONDITIONS OF THE PLAN: THE FOUNDATION'S SUPPLEMENTARY EMPLOYEE RETIREMENT PLAN (SERP) WAS AN UNFUNDED NONQUALIFIED RETIREMENT PLAN UNDER IRS CODE SECTION 457(F). THE PLAN WAS OPEN ONLY TO THE PRIOR PRESIDENT, CEO, & BOARD MEMBER, VP FINANCE, ADMIN & INVESTMENTS (VP-FA&I), AND THE PRIOR VP PROGRAMS. THE VP-FA&I WAS CREDITED 5% OF HIS BASE CALENDAR SALARY. AMOUNTS PAID AND ACCRUED ARE NOTED IN THE RECONCILIATION OF EXECUTIVE COMPENSATION BELOW. THIS PLAN WOUND DOWN AND WAS TERMINATED 6-30-2014. PART II: SUMMARY OF EXECUTIVE COMPENSATION. THE VARIOUS COMPONENTS ARE EXPLAINED IN MORE DETAIL LATER IN THE NOTES. SANDRA HERNANDEZ, M.D. (B)(II) DR. HERNANDEZ WAS PAID A $50,000 SIGNING BONUS ON JOINING THE FOUNDATION. (B)(III) $15,208 IN OTHER REPORTABLE COMPENSATION IS TAXABLE COMPENSATION AS A RESULT OF AN ELECTION FOR DOMESTIC PARTNER BENEFIT COVERAGE. (C) $36,400 IN RETIREMENT AND DEFERRED COMPENSATION IS 401(K) FUNDING BY THE EMPLOYER. MARK SMITH, M.D. (B)(III) OTHER REPORTABLE COMPENSATION IS COMPOSED OF A $78,837 PAYOUT FROM A 100% EMPLOYEE-FUNDED 457(B) DEFERRED COMPENSATION PLAN WITH CONTRIBUTIONS MADE DURING THE YEARS OF 2008, 2009 AND 2012, AND $12,079 IN TAXABLE PAYMENTS TO COVER DR. SMITH'S COST OF POST RETIREMENT HEALTH INSURANCE. CRAIG ZIEGLER (B)(I) BASE COMPENSATION INCLUDES A $187,500 THREE YEAR RETENTION BONUS PAID IN JUNE OF 2014. (B)(III) OTHER REPORTABLE COMPENSATION IS COMPOSED OF A $51,266 SERP PAYMENT IN JUNE OF 2014 COVERING CONTRIBUTIONS MADE BY THE FOUNDATION SINCE JULY OF 2011. (C) $45,800 IN RETIREMENT AND DEFERRED COMPENSATION IS 401(K) FUNDING BY THE EMPLOYER. KIM GALVIN KIM GALVIN FUNCTIONED IN THE DUAL ROLES OF DIRECTOR, HR & OPERATIONS AND BOARD SECRETARY UNTIL FEBRUARY 28, 2014. HER COMPENSATION ON SCHEDULE J IS DUE TO HER ONGOING STATUS AS AN EMPLOYEE AND NOT HER STATUS AS A FORMER OFFICER (AS DEFINED BY THE FISCAL YEAR). (B)(III) IN OTHER REPORTABLE COMPENSATION IS A PAYMENT FOR PARTICIPATION IN THE FOUNDATION'S WELLNESS PROGRAM. (C) $34,829 IN RETIREMENT AND DEFERRED COMPENSATION IS 401(K) FUNDING BY THE EMPLOYER. SOPHIA CHANG (C) $34,292 IN RETIREMENT AND DEFERRED COMPENSATION IS 401(K) FUNDING BY THE EMPLOYER. PART II COLUMN (B)(I), BASE COMPENSATION RETENTION BONUSES THE FORMER PRESIDENT, CEO, & BOARD MEMBER, THE VP FINANCE, ADMIN & INVESTMENTS AND THE FORMER VP PROGRAMS ENTERED INTO EMPLOYMENT AGREEMENTS WITH THE FOUNDATION WHICH INCLUDED PROVISIONS FOR RETENTION BONUSES. THEY VESTED AND WERE PAID OVER TIME AS STIPULATED IN THE AGREEMENTS. PAYMENTS WERE REPORTED AS BASE COMPENSATION AS THEY WERE PAID BASED ON LONGEVITY OF SERVICE AND NOT ON THE BASIS OF ACHIEVEMENT OF PERFORMANCE TARGETS. THE LAST OF THESE AGREEMENTS EXPIRED IN JUNE 2014. ALL AMOUNTS PAID ARE NOTED IN THE SUMMARY OF EXECUTIVE COMPENSATION ABOVE. PART II COLUMN (B)(III), OTHER REPORTABLE COMPENSATION THERE ARE SIX ITEMS REPORTED IN THIS COLUMN: (1) PAYMENTS UNDER THE SERP PLAN DETAILED IN PART I, LINE 4B ABOVE AND WHICH ARE INCLUDED IN THE SUMMARY OF EXECUTIVE COMPENSATION. (2) TAXABLE COMPENSATION AS A RESULT OF AN ELECTION FOR DOMESTIC PARTNER BENEFIT COVERAGE AS NOTED IN THE SUMMARY OF EXECUTIVE COMPENSATION. (3) PAYMENTS OF UP TO $600 FOR THE YEAR FOR PARTICIPATION IN THE FOUNDATION'S WELLNESS PROGRAM ($2,250 TOTAL). (4) A $500 FLAT PAYMENT FOR WAIVING MEDICAL COVERAGE ($500 TOTAL). (5) PAYMENTS TO THE FORMER PRESIDENT, CEO, & BOARD MEMBER AS NOTED ABOVE IN THE SUMMARY OF EXECUTIVE COMPENSATION. (6) A $25 GIFT CARD. PART II COLUMN (C), RETIREMENT AND OTHER DEFERRED COMPENSATION THE FOUNDATION HOSTS A 401(K) RETIREMENT PLAN FOR ALL EMPLOYEES WHICH HAS BASE EMPLOYER CONTRIBUTIONS, AN EMPLOYER MATCHING COMPONENT, AND EMPLOYEE CONTRIBUTIONS. EMPLOYER CONTRIBUTIONS INCLUDING THE MATCHING COMPONENT FOR THE EXECUTIVES ARE LISTED IN THE SUMMARY OF EXECUTIVE COMPENSATION. FIGURES REPORTED IN PART II COLUMN (C) FOR ALL OTHER INDIVIDUALS REPRESENT 401(K) MATCH AND EMPLOYER CONTRIBUTIONS ONLY.
Schedule J (Form 990) 2014

Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
Name of the organization
CALIFORNIA HEALTHCARE FOUNDATION
 
Employer identification number

95-4523231
Return Reference Explanation
FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PREPARED BY THE STAFF OF THE FOUNDATION IN COORDINATION WITH A PUBLIC ACCOUNTING FIRM. PRIOR TO FILING THE RETURN, IT IS REVIEWED IN DETAIL BY THE BOARD'S AUDIT COMMITTEE AND THEN REVIEWED WITH AND APPROVED BY THE FULL BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION B, LINE 12C ALL DIRECTORS, OFFICERS & KEY EMPLOYEES ARE REQUIRED TO DISCLOSE POTENTIAL CONFLICTS ANNUALLY. POTENTIAL CONFLICT INFORMATION IS COMPILED, REVIEWED BY THE VICE PRESIDENT OF FINANCE, ADMINISTRATION & OPERATIONS, AND THEN REPORTED TO THE FULL BOARD OF DIRECTORS FOR THEIR ACKNOWLEDGMENT AND CONFIRMATION. THROUGHOUT THE YEAR AS TRANSACTIONS ARE ENTERED INTO, STAFF AND BOARD MEMBERS ARE ALSO REQUIRED TO SELF-REPORT POTENTIAL CONFLICTS OF INTEREST WHETHER OR NOT THE CONFLICT WAS ORIGINALLY IDENTIFIED ON THE ANNUAL LISTING. NEW VENDOR AND GRANTEE ACTIVITY IS ALSO MONITORED AGAINST THE CONFLICT OF INTEREST LISTING. WHEN A CONFLICT IS IDENTIFIED, THE PERSON WITH THAT CONFLICT IS REQUIRED TO RECUSE THEMSELVES FROM ANY DECISION MAKING WITH RESPECT TO THE TRANSACTION OR ACTIVITY GIVING RISE TO THE POTENTIAL CONFLICT. IN ADDITION, CHCF'S CONFLICT OF INTEREST POLICY HAS A SPECIFIC PROHIBITION AGAINST PRIVATE INUREMENT AND EXCESS BENEFIT TRANSACTIONS WITH RESPECT TO ANY TRANSACTION IN WHICH CHCF PARTICIPATES.
FORM 990, PART VI, SECTION B, LINE 15 THE FOUNDATION HAS A DOCUMENTED COMPENSATION PROGRAM, INCLUDING A COMPENSATION PHILOSOPHY AND POLICIES AND PROCEDURES. AS PART OF THOSE POLICIES AND PROCEDURES, THE FOUNDATION ENGAGES INDEPENDENT COMPENSATION CONSULTANTS TO DEVELOP MARKET COMPARABLES, SURVEY THE MARKET BASED ON THOSE MARKET COMPARABLES, AND BENCHMARK THE FOUNDATION'S SALARIES AND TOTAL COMPENSATION TO MARKET DATA. THE FOUNDATION'S COMPENSATION PROGRAM, INCLUDING SALARIES AND TOTAL COMPENSATION LEVELS, ARE REVIEWED AND APPROVED BY THE FOUNDATION'S BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS FINANCIAL STATEMENTS AND FORM 990 AVAILABLE ON ITS WEBSITE, WWW.CHCF.ORG. GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF TIME AS SET FORTH IN SEC. 6104(D).
FORM 990, PART VII, SECTION A COMPENSATION OF OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES, ETC.: PLEASE REFER TO SCHEDULE J FOR ADDITIONAL DETAIL REGARDING COMPENSATION.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2014

Additional Data


Software ID:  
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SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet
Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
CALIFORNIA HEALTHCARE FOUNDATION
 
Employer identification number

95-4523231
Part I
Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Total income


(e)
End-of-year assets


(f)
Direct controlling
entity

(1) OAC PROPERTIES LLC
1438 WEBSTER STREET SUITE 400
OAKLAND,CA94612
RENTAL PROPERTY CA 1,122,389 31,824,903 CALIFORNIA HEALTHCARE FOUNDATION
 
(2) CALIFORNIA JOINT REPLACEMENT REGISTRY LLC
1438 WEBSTER STREET SUITE 400
OAKLAND,CA94612
HUMAN JOINT REPLACEMENT REGISTRY DE 155,111 216,144 CALIFORNIA HEALTHCARE FOUNDATION
 








Part II
Identification of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Exempt Code section


(e)
Public charity status
(if section 501(c)(3))

(f)
Direct controlling
entity

(g)
Section 512(b)(13) controlled entity?
Yes No












For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2014
Schedule R (Form 990) 2014
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



(b)
Primary activity




(c)
Legal
domicile
(state or foreign
country)


(d)
Direct controlling
entity



(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




(g)
Share of end-of-year
assets



(h)
Disproprtionate allocations?




(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
(j)
General or
managing
partner?



(k)
Percentage
ownership


Yes No Yes No
(1) MAKENA LIQUID ENDOWMENT B ASSOCIATES LP

2755 SAND HILL ROAD STE 200
MENLO PARK,CA94025
36-4776579
INVESTMENT DE CALIFORNIA HEALTHCARE FOUNDATION
 
EXCLUDED 5,662,697 81,711,133   No 116,023   No 100.000 %
(2) MAKENA FIXED INCOME FUND LP

2755 SAND HILL ROAD STE 200
MENLO PARK,CA94025
26-1718692
INVESTMENT DE CALIFORNIA HEALTHCARE FOUNDATION
 
EXCLUDED 3,644,012 46,692,898   No     No 79.460 %










Part IV
Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Type of entity
(C corp, S corp,
or trust)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Percentage
ownership
(i)
Section 512(b)(13) controlled entity?
Yes No












Schedule R (Form 990) 2014
Schedule R (Form 990) 2014
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
Yes
 
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
 
No
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
Yes
 
g Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1n
 
No
o Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
 
No
p Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
 
No
q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
 
No
r Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
 
No
s Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1s
Yes
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved
(1) MAKENA LIQUID ENDOWMENT B ASSOCIATES LP

A 100,944 CASH
(2) MAKENA LIQUID ENDOWMENT B ASSOCIATES LP

B 75,000,000 CASH
(3) MAKENA LIQUID ENDOWMENT B ASSOCIATES LP

F 1,306,730 CASH
(4) MAKENA FIXED INCOME FUND LP

A 910,942 CASH
(5) MAKENA FIXED INCOME FUND LP

B 17,000,000 CASH
(6) MAKENA FIXED INCOME FUND LP

F 294,750 CASH
(7) MAKENA FIXED INCOME FUND LP

S 5,900,000 CASH
Schedule R (Form 990) 2014
Schedule R (Form 990) 2014
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations?
(f)
Share of total income




(g)
Share of
end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership


Yes No Yes No Yes No






























Schedule R (Form 990) 2014
Schedule R (Form 990) 2014
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
Schedule R (Form 990) 2014
Additional Data


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