Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 01-01-2015 , and ending 12-31-2015
Name of foundation
United Health Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)MN008-W175 9900 Bren Road East
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Minnetonka, MN55343
A Employer identification number

41-1941615
B Telephone number (see instructions)

(952) 936-1754
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$61,813,348J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 1,152,450
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments 4,685 4,685  
4 Dividends and interest from securities...      
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,157,135 4,685  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 2,435 0   2,435
b Accounting fees (attach schedule)....... Click to see attachment 18,813 0   18,813
c Other professional fees (attach schedule).... Click to see attachment 3,285,708 0   1,752,124
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 64,671 0   69,897
22 Printing and publications.......... 25,890 0   25,890
23 Other expenses (attach schedule)....... Click to see attachment 34,564 0   34,564
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,432,081 0   1,903,723
25 Contributions, gifts, grants paid....... 27,943,183 28,183,844
26 Total expenses and disbursements. Add lines 24 and 25 31,375,264 0   30,087,567
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -30,218,129
b Net investment income (if negative, enter -0-) 4,685
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 10,425,139 21,106,594 21,106,594
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet39,671,545
Less: allowance for doubtful accounts bullet   78,512,505 39,671,545 39,671,545
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment1,076,845 Click to see attachment1,035,209 Click to see attachment1,035,209
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 90,014,489 61,813,348 61,813,348
Liabilities 17 Accounts payable and accrued expenses.......... 348,192 1,876,551
18 Grants payable..................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment9,947,237 Click to see attachment10,479,552
23 Total liabilities (add lines 17 through 22)......... 10,295,429 12,356,103
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 66,095 8,691,201
25 Temporarily restricted............... 79,652,965 40,766,044
26 Permanently restricted...............    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 79,719,060 49,457,245
31 Total liabilities and net assets/fund balances (see instructions). 90,014,489 61,813,348
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
79,719,060
2
Enter amount from Part I, line 27a .....................
2
-30,218,129
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
1,495,736
4
Add lines 1, 2, and 3 ..........................
4
50,996,667
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1,539,422
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
49,457,245
Form 990-PF (2015)
Form 990-PF (2015)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1a
b
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2  
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2014 27,115,627 7,926,287 3.420975
2013 22,752,989 3,925,899 5.795612
2012 14,616,322 5,508,963 2.653189
2011 11,536,782 6,238,540 1.849276
2010 10,900,832 6,289,532 1.733171
2
Total of line 1, column (d) .....................
215.452223
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years . . .
3
3.090445
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
8,545,990
5
Multiply line 4 by line 3......................
5
26,410,912
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
47
7
Add lines 5 and 6........................
7
26,410,959
8
Enter qualifying distributions from Part XII, line 4.............
8
30,087,567
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2015)
Form 990-PF (2015)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 47
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 47
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 47
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 897
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 897
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 850
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet850 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMN
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.UNITEDHEALTHFOUNDATION.ORG
    14
    The books are in care ofbulletGRETCHEN Korf Telephone no.bullet (952) 936-1754

    Located atbulletMN008-W175 9900 BREN ROAD EASTMINNETONKAMN ZIP+4bullet55343
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.......bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2015, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2015?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2015 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2015.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
    No
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    JAMES CAMPBELL CHAIRMAN
    0.50     		0 0 0
    9900 BREN ROAD EAST
    MINNETONKA,MN55343
    Chris Stidman PRESIDENT & EXEC DIREctor
    25.00     		0 0 0
    9900 BREN ROAD EAST
    MINNETONKA,MN55343
    ROBERT OBERRENDER TREASURER
    0.50     		0 0 0
    9900 BREN ROAD EAST
    MINNETONKA,MN55343
    Jeff Putnam Assistant Treasurer
    0.50     		0 0 0
    9900 BREN ROAD EAST
    MINNETONKA,MN55343
    AMY SCHNEIDER SECRETARY
    10.00     		0 0 0
    9900 BREN ROAD EAST
    MINNETONKA,MN55343
    Dannette Smith Assistant Secretary
    0.50     		0 0 0
    9900 BREN ROAD EAST
    MINNETONKA,MN55343
    cory alexander director & interim president
    0.50     		0 0 0
    9900 BREN ROAD EAST
    mINNETONKA,MN55343
    Tina Brown-Stevenson director
    0.50     		0 0 0
    9900 BREN ROAD EAST
    mINNETONKA,MN55343
    Karen Erickson director
    0.50     		0 0 0
    9900 BREN ROAD EAST
    mINNETONKA,MN55343
    catherine palmier director
    0.50     		0 0 0
    9900 BREN ROAD EAST
    mINNETONKA,MN55343
    Marianne Short director
    0.50     		0 0 0
    9900 BREN ROAD EAST
    mINNETONKA,MN55343
    dan rosenthal director
    0.50     		0 0 0
    9900 BREN ROAD EAST
    mINNETONKA,MN55343
    DAVID WICHMANN director
    0.50     		0 0 0
    9900 BREN ROAD EAST
    mINNETONKA,MN55343
    norman wright director
    0.50     		0 0 0
    9900 BREN ROAD EAST
    mINNETONKA,MN55343
    Kate Rubin PRES & EXEC DIREctor (part year)
    25.00     		0 0 0
    9900 BREN ROAD EAST
    mINNETONKA,MN55343
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    Arundel Metrics Consulting for America's Health Rankings 790,410
    175 Arundel Street
    St Paul,MN55102
    THE GLOVER PARK GROUP LLC consulting for key programs 631,228
    1025 F St NW 9th Flr
    Washington,DC20004
    Rockfish Interactive Consulting for America's Health Rankings 128,484
    701 Horsebard Rd 200
    Rogers,AR72758
    Reservoir Communications Group Consulting for America's Health Rankings 90,060
    1200 New Hampshire Ave NW ste 502
    Washington,DC20036
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 AMERICA'S HEALTH RANKINGS:America's Health Rankings is an annual state-by-state analysis of the nation's health. This yearly assessment, conducted in partnership with the American Public Health Association and Partnership for Prevention, has been a call to action for people and their communities for more than 25 years. In 2015, the report was again distributed to and used by policymakers, health professionals, individuals, community leaders, and the media. 3,635,000
    2 Transforming Health with Communities:United Health Foundation is committed to sourcing, developing and supporting innovative and evidence-based ideas that will help the health system work better. To do this, we identify meaningful partners and initiatives that we believe have the potential to lead to improved access to care, better health outcomes, and healthier communities, and are scalable. One such initiative is Expect with Me, a group prenatal care project being done in partnership with Yale University's School of Public Health and Vanderbilt University designed to improve mothers and babies' health and well-being during pregnancy, birth and infancy. 372,000
    3 DIVERSE SCHOLARS INITIATIVE: DEVELOPING THE FUTURE HEALTH WORKFORCE:THE UNITED HEALTH FOUNDATION'S DIVERSE SCHOLARS INITIATIVE HELPS TO INCREASE THE NUMBER OF QUALIFIED, YET UNDER-REPRESENTED COLLEGE GRADUATES ENTERING THE HEALTH WORKFORCE. BY INVESTING IN THE DEVELOPMENT OF HEALTH PROFESSIONALS FROM DIVERSE, MULTICULTURAL BACKGROUNDS, THE QUALITY OF CULTURALLY-PROFICIENT HEALTH CARE DELIVERY CAN BE IMPROVED AND PROGRESS MADE TO CLOSE THE HEALTH DISPARITIES GAP AND IMPROVE LONG TERM HEALTH OUTCOMES. THE DIVERSE SCHOLARS INITIATIVE IS ADMINISTERED THROUGH ALLIANCES WITH A VARIETY OF NONPROFIT AND CIVIC ORGANIZATIONS. SCHOLARS MUST DEMONSTRATE FINANCIAL NEED AND A COMMITMENT TO WORKING IN UNDERSERVED COMMUNITIES, INCLUDING COMMUNITY HEALTH CENTERS. 202,600
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    0
    b
    Average of monthly cash balances.......................
    1b
    8,676,132
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    8,676,132
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    8,676,132
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    130,142
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    8,545,990
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    427,300
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    427,300
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    47
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    47
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    427,253
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    427,253
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    427,253
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    30,087,567
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    30,087,567
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    47
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    30,087,520
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2014     		(c)
    2014     		(d)
    2015
    1 Distributable amount for 2015 from Part XI, line 7 427,253
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2015:
    a From 2010...... 9,217,671
    b From 2011...... 11,224,903
    c From 2012...... 14,340,944
    d From 2013...... 22,556,702
    e From 2014...... 26,719,335
    fTotal of lines 3a through e........ 84,059,555
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 30,087,567
    a Applied to 2014, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2015 distributable amount..... 427,253
    e Remaining amount distributed out of corpus 29,660,314
    5 Excess distributions carryover applied to 2015. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 113,719,869
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...     		9,217,671
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......     		104,502,198
    10 Analysis of line 9:
    a Excess from 2011.... 11,224,903
    b Excess from 2012.... 14,340,944
    c Excess from 2013.... 22,556,702
    d Excess from 2014.... 26,719,335
    e Excess from 2015.... 29,660,314
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2015, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2015 (b) 2014 (c) 2013 (d) 2012
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    Alzheimer's Association
    225 N MICHIGAN AVE 17TH FL
    CHICAGO,IL606017652     		  PC 2015 Walk Team Program 15,000
    Alzheimer's Association Minnesota-North Dakota Chapter
    7900 W 78TH ST 100
    MINNEAPOLIS,MN55439     		  PC 2015 National Walk Team Sponsorship in Minnesota in support of the Promise Garden at the Walk to End Alzheimer's in Minneapolis 10,000
    AMERICAN CANCER SOCIETY
    950 BLUE GENTIAN RD 100
    EAGAN,MN55121     		  PC Annual support of the Walk Teams Program 25,000
    AMERICAN DIABETES ASSOCIATION
    2424 EDENBORN AVE 660
    METAIRIE,LA70001     		  PC Support of the Father of the Year Awards to recognize fathers who portray and epitomize family, citizenship, charity, civility and responsibility in their everyday lives. 5,000
    American Endowment Foundation
    1521 Georgetown Rd 104
    Hudson,OH44236     		  PC Employee program Matching Funds 10,421,354
    AMERICAN HEART ASSOCIATION
    4701 W 77TH ST
    MINNEAPOLIS,MN55435     		  PC Annual support of the Walk Teams Program - donation to the Twin Cities Walk in Minneapolis 25,000
    AMERICAN HEART ASSOCIATION
    4701 W 77TH ST
    MINNEAPOLIS,MN55435     		  PC 2016 Twin Cities Heart Walk Sponsorship in Minnesota 15,000
    AMERICAN INDIAN COLLEGE FUND
    8333 GREENWOOD BLVD
    DENVER,CO80221     		  PC Partner in the American Indian Health Scholars Program as part of the Foundation's Diverse Scholars Initiative 100,000
    American Lung Association of the Upper Midwest
    3000 KELLY LANE
    SPRINGFIELD,IL62711     		  PC Through a proven quality improvement approach to ensure and sustain high-quality asthma care and referrals to public health and social services, ALAUM will demonstrate strong measurable program outcomes and return on investment 676,457
    AMERICAN SOCIETY ON AGING
    575 MARKET ST 2100
    SAN FRANCISCO,CA94105     		  PC Support of American's Health Rankings Webinar 2,500
    ASIAN & PACIFIC ISLANDER AMERICAN SCHOLARSHIP FUND
    2025 M ST NW 610
    WASHINGTON,DC20036     		  PC Partner in the Asian Health Scholars Program as part of the Foundation's Diverse Scholars Initiative 365,000
    BARBARA BUSH FOUNDATION
    516 N ADAMS ST
    TALLAHASSEE,FL32301     		  PC Bronze Level Sponsorship of Barbara Bush @90 25,000
    BEST PREP
    7100 NORTHLAND CIRCLE N 402
    BROOKLYN PARK,MN55428     		  PC Best Prep/United Health eMentors and Career Day Partnership 65,000
    Blue Star Families
    PO BOX 322
    FALLS CHURCH,VA22040     		  PC Building on the 2010 Caregiver of Veterans Study, we incorporate avatar-based technology and continuity of care for military caregivers to enhance their quality of life with a sustainable toolkit that leverages existing resources. 280,000
    Blue Star Families
    PO BOX 322
    FALLS CHURCH,VA22040     		  PC Contribution to the 2016 White Oak Retreat 25,000
    Boys & Girls Club of The Twin Cities
    690 JACKSON ST
    ST PAUL,MN55130     		  PC Club Level Sponsorship for the Boys & Girls Clubs of the Twin Cities 2015 For the Kids! Benefit 20,000
    Boys & Girls Clubs of America
    275 Peachtree Street Northeast
    ATLANTA,GA30309     		  PC B&GCA will launch a groundbreaking Resiliency & Reintegration Initiative to strengthen relationships among military family members during all phases of deployment 616,573
    BRIDGING INC
    201 W 87TH ST
    BLOOMINGTON,MN55420     		  PC Gold Sponsorship for the 2015 Gala for Bridging 15,000
    Children's Health Care Foundation
    2525 CHICAGO AVE S
    MINNEAPOLIS,MN55425     		  PC Children's Star Gala 25,000
    CHILDRENS HEARTLINK
    5075 ARCADIA AVE
    MINNEAPOLIS,MN554362306     		  PC 2015 HeartLink Gala to support the fight against congenital heart disease worldwide 25,000
    Columbus Public Health
    ATTN TERESA LONG MD
    COLUMBUS,OH43215     		  GOV This project aims to identify, empower and mobilize residents in 8 target areas of Columbus, OH through training as Community Health Workers to connect women of childbearing age to health and social support. 576,639
    COMMUNITY HEALTH COUNCIL WYANDOTTE
    755 MINNESOTA
    KANSAS CITY,KS66101     		  PC CHC will partner with the KC CARE Clinic to implement a team of Community Health Workers in Wyandotte County, Kansas to provide care coordination for patients who experience multiple barriers to care. 616,289
    CONGRESSIONAL BLACK CAUCUS FOUNDATION INC
    1720 MASSACHUSETTS AVE NW
    WASHINGTON,DC20036     		  PC Partner in the African American Health Scholars Program as part of the Foundation's Diverse Scholars Initiative 100,000
    CONGRESSIONAL HISPANIC CAUCUS INSTITUTE
    1128 16TH ST NW
    WASHINGTON,DC20036     		  PC Partner for the Latino Health Scholars as part of the Foundation's Diverse Scholarship Initiative 350,000
    District of Columbia Primary Care Association
    1620 I ST NW 300
    WASHINGTON,DC20006     		  PC The Capital Area Care Coordination Network (CACCN) will provide timely, actionable data analysis to health centers to drive a care coordination pilot for high utilizers to improve care coordination and achieve cost savings. 700,000
    FISHER HOUSE FOUNDATION INC
    111 ROCKVILLE PIKE 420
    ROCKVILLE,MD208505168     		  PC Funds will be directed to construct the Fisher House next to the new Naval Hospital, to serve the families of hospitalized critically ill service members. 500,000
    Florida Department of Health Alachua County
    224 SE 24TH ST
    GAINESVILLE,FL32641     		  GOV The Dental ED Diversion Program will reduce the use of hospital services for dental care by opening a dental clinic in an underserved, low income area of Gainesville, FL. 614,645
    FREE ARTS MINNESOTA
    400 FIRST AVE N Suite 518
    MINNEAPOLIS,MN55401     		  PC Sponsorship of the 14th Annual Art Heals Breakfast 10,000
    GIVE AN HOUR
    PO BOX 5918
    BETHESDA,MD20824     		  PC Give an Hour will create a comprehensive network for free mental health services for returning troops, veterans, and their families currently lacking in Houston and San Antonio, Tex., and Tacoma, Wash. 549,000
    GIVE AN HOUR
    PO BOX 5918
    BETHESDA,MD20824     		  PC 10th Anniversary Celebration of Service 10,000
    HEALTH RESEARCH & EDUCATIONAL TRUST of New Jersey
    760 ALEXANDER RD
    PRINCETON,NJ08543     		  PC HRET will utilize a peer-to-peer model to facilitate access to high-quality community-based mental health, behavioral health and supportive services for veterans and military families in high-need areas of New Jersey. 487,970
    HENNEPIN HEALTH FOUNDATION
    701 PARK AVE S
    MINNEAPOLIS,MN55415     		  PC HCMC will change the care model and improve patient health outcomes within the constraint of payment structure HCMC proposes to focus on high risk adults, who have at least one severe behavioral health diagnosis and are included in HCMC's contract with the Minnesota Department of Human Services 1,072,000
    INSTITUTE OF MEDICINE
    500 FIFTH ST NW
    WASHINGTON,DC20001     		  PC Innovation Collaborative Work, Convening Activities, and Product Dissemination 75,000
    JACKIE ROBINSON FOUNDATION INC
    One Hudson Square75 Varick Street
    2nd Floor
    NEW YORK,NY10013     		  PC Partner in the African American Health Scholars Program as part of the Foundation's Diverse Scholars Initiative 300,000
    MARCH OF DIMES
    1275 MAMARONECK AVE
    WHITE PLAINS,NY10605     		  PC Support of Expect with Me Pilot and Plan 60,000
    Maricopa County by and through its Department of Public Health
    4041 NORTH CENTRAL AVE
    PHOENIX,AZ85012     		  GOV The PHC project is a network of community partners aimed at increasing collaboration and capacity among partnering organizations within the preventive health system to benefit young children (birth-five) and their families 350,000
    Massachusetts Housing and Shelter Alliance
    PO BOX 120070
    BOSTON,MA02112     		  PC By integrating Managed Care Entities with supportive housing providers, H to H will reduce the cyclical utilization of emergency services by homeless persons through housing and access to primary and outpatient care. 566,667
    Memorial Blood Centers
    737 PELHAM BOULEVARD
    ST PAUL,MN55115     		  PC What's your type? Gala to expand HLA-typed platelet registry 2,500
    MINNEAPOLIS HEART INSTITUTE
    FOUNDATION
    MINNEAPOLIS,MN55407     		  PC 2015 Heartbeat Gala highlighting the innovation population health and cardiovascular disease prevention research. 10,000
    MINNEAPOLIS INSTITUTE OF ARTS
    2400 THIRD AVE SOUTH
    MINNEAPOLIS,MN55404     		  PC Unrestricted operating grant in support of education programs. 50,000
    MINNEAPOLIS SAINT PAUL REGIONAL ECONOMIC
    400 ROBERT ST N 1600
    ST PAUL,MN55101     		  PC Greater MSP is a private-public partnership dedicated to providing leadership, coordination and engagement to grow the local MSP economy 150,000
    MINNESOTA CHILDRENS MUSEUM
    10 W SEVENTH ST
    ST PAUL,MN55102     		  PC Support of Big Health Fun a daily physical activity program 50,000
    MINNESOTA CHILDRENS MUSEUM
    10 W SEVENTH ST
    ST PAUL,MN55102     		  PC 2015 Play for All Ball supporting admission for children and families to attend museum 15,000
    MOREHOUSE SCHOOL OF MEDICINE
    720 WESTVIEW DR SW
    ATLANTA,GA303101458     		  PC Support of a Tableau Server for the MSM Patient Centered Medical Nome and Neighborhood Project 18,900
    NATIONAL ASSOCIATION OF HISPANIC NURSES
    6301 RANCH DR
    LITTLE ROCK,AR72223     		  PC Partner in the Latino Health Scholars Program as part of the Foundation's Diverse Scholarship Initiative 120,000
    NATIONAL GOVERNORS ASSOCIATION
    444 North Capital Street Suite 267
    WASHINGTON,DC20001     		  PC The NGA Center proposes an innovative project leveraging Governors' leadership focused on transforming care by moving states along a continuum of super-utilizer program sophistication. 605,688
    NATIONAL HISPANIC HEALTH FOUNDATION
    1920 L Street Northwest Suite 725
    WASHINGTON,DC20036     		  PC Partner in the Latino Health Scholars as part of the Foundation's Diverse Scholars Initiative 180,000
    National Medical Fellowships Inc
    347 5TH AVE 510
    NEW YORK,NY10016     		  PC Partner in the Minority Ethnicity/Race Health Scholars as part of the Foundation's Diverse Scholars Initiative 350,000
    NATIONAL MILITARY FAMILY ASSOCIATION
    3601 EISENHOWER AVE 425
    ALEXANDRIA,VA22304     		  PC Support for military spouses pursuing degrees or professional certification in primary health care fields, completing graduate degrees and pursuing supervision hours in the mental health field and building a pipeline mental health support network. 200,000
    New Jersey Health Care Quality Institute
    3628 ROUTE 1
    PRINCETON,NJ08540     		  PC We will address health needs championed by local leaders-- achieving healthy lifestyles, improving health literacy & better managing chronic disease-- in Trenton, Jersey City & Cumberland, by bridging two successful programs. 190,000
    PEAK MILITARY CARE NETWORK
    1257 LAKE PLAZA DRIVE 220
    COLORADO SPRINGS,CO80906     		  PC The Peak Military Care Network (PMCN) will provide collaborative and holistic support for military service members, veterans and their families to minimize and prevent military and veteran families in crisis. 225,000
    Project Hope
    255 CARTER HALL LANE
    MILLWOOD,VA22646     		  PC Project Hope 2015 Gala supporting sustainable health care available for people around the globe. 50,000
    PROJECT SUNSHINE
    211 E 43RD ST 401
    NEW YORK,NY10017     		  PC UnitedHealth Group Employee Engagement - Volunteering 350,000
    TENNESSEE PRIMARY CARE ASSN
    710 SPENCE LN
    NASHVILLE,TN37217     		  PC Using team based care, providers will deliver services such as behavioral health and nutritional counseling/ education through the use of Telehealth technology. 300,000
    Texas Health Institute
    8501 N MOPAC EXPRESSWAY 170
    AUSTIN,TX78759     		  PC State of Veterans' Health Report 156,000
    THE CHILDRENS THEATRE COMPANY
    2400 THIRD AVE S
    MINNEAPOLIS,MN554043597     		  PC 50th Anniversary Season 50,000
    THE MINNESOTA OPERA
    620 N 1ST ST
    MINNEAPOLIS,MN55401     		  PC General operating support 40,000
    THE MINNESOTA OPERA
    620 N 1ST ST
    MINNEAPOLIS,MN55401     		  PC Minnesota Opera Gala 10,000
    THE SAINT PAUL FOUNDATION
    101 5TH ST E 2400
    ST PAUL,MN55101     		  PC Support of the Itasca Project Fund to improve the region's economic competitiveness and quality of life 35,000
    THE ST PAUL CHAMBER ORCHESTRA
    408 ST PETER ST 3RD FLR
    ST PAUL,MN55102     		  PC Contribution in support of 2014-2015 Annual Fund 10,000
    The University of Texas Rio Grande Valley
    1201 WEST UNIVERSITY DRIVE
    EDINBURG,TX78539     		  PC UTRGV will develop a collaborative model of community healthcare and education incorporating the role of the "promotoras" (community health worker) to promote the enhancement of wellbeing in the "colonias" through improved healthcare access and education. 946,079
    TREE HOUSE
    5666 LINCOLN DR 201
    EDINA,MN55436     		  PC The annual gala takes place on April 30, 2015, and is our largest event designed to raise funds, awareness and supporters surrounding the issue of at-risk teens in the Minneapolis/St. Paul metro area 15,000
    UNITED NEGRO COLLEGE FUND INC
    1805 7th ST NW
    WASHINGTON,DC20001     		  PC Partner in the African American Health Scholars Program as part of the Foundation's Diverse Scholars Initiative 150,000
    UNIVERSITY OF MINNESOTA
    200 Oak Street Southeast Suite 500
    MINNEAPOLIS,MN55455     		  PC Contribution to help the Humphrey School to build an endowment fund specifically to support Walter F. Mondale Fellows 100,000
    UNIVERSITY OF MINNESOTA
    2231 6TH ST SE
    MINNEAPOLIS,MN55455     		  PC 2015 Red Hot Soiree to benefit cardiovascular research at the Lillehei Heart Institute 25,000
    UNIVERSITY OF MINNESOTA
    200 Oak Street Southeast Suite 500
    MINNEAPOLIS,MN55455     		  PC Humphrey School of Public Affairs' 2015 Public Leadership Awards Dinner and Program 10,000
    UNIVERSITY OF NEVADA LV FOUNDATION
    4505 SOUTH MARYLAND PARKWAY PO BOX
    451006
    LAS VEGAS,NV891541006     		  PC The new UNLV School of Medicine will be a force for innovative workforce development and quality healthcare, creating physicians for southern Nevada and the medicine of tomorrow. 600,000
    VIRGINIA CENTER FOR HEALTH INNOVATION
    919 E MAIN ST 900
    RICHMOND,VA23219     		  PC Support of the Virginia Health Innovation Network that is a unique online community offering a virtual workspace that enables members to learn from and connect with partners and colleagues 50,000
    Walker Art Center Inc
    1750 HENNEPIN AVE
    MINNEAPOLIS,MN55403     		  PC Support of Walker Art Center Tour Programs 50,000
    WASHBURN CENTER FOR CHILDREN
    2430 NICOLLET AVE S
    MINNEAPOLIS,MN55404     		  PC In partnership with UnitedHealth Group and the United Health Foundation, Washburn Center for Children aspires to create an innovative, nationally recognized children's mental health training program 373,362
    YALE UNIVERSITY
    47 COLLEGE ST 203
    NEW HAVEN,CT06520     		  PC Improve maternal health and reduce adverse birth outcomes via group prenatal care. 148,079
    YALE UNIVERSITY
    47 COLLEGE ST 203
    NEW HAVEN,CT06520     		  PC Improve maternal health and reduce adverse birth outcomes via group prenatal care. 148,079
    YALE UNIVERSITY
    PO Box 2038
    NEW HAVEN,CT06510     		  PC Improve maternal health and reduce adverse birth outcomes via group prenatal care. 148,079
    YALE UNIVERSITY
    PO Box 2038
    NEW HAVEN,CT06510     		  PC Improve maternal health and reduce adverse birth outcomes via group prenatal care. 75,039
    YMCA OF CENTRAL FLORIDA
    433 NORTH MILLS AVE
    ORLANDO,FL32803     		  PC A collaboration between primary care physicians and the YMCA which provides personalized health and wellness programs in a lower cost community-based setting that achieves improving the patient's health and decreasing the cost of their care. 517,430
    YMCA OF THE GREATER TWIN CITIES
    2125 EAST HENNEPIN AVE
    MINNEAPOLIS,MN55413     		  PC The YMCA of the GTC respectfully requests a grant of $2,500,000 over five years to curb chronic disease impacting the Twin Cities community. This grant will allow the YMCA to engage an additional 4,583 individuals who may or may not be aware of healthy living resources and interventions. 469,600
    The JK Group
    104 Morgan Lane
    Plainsboro,NJ08536     		  PC Employee Giving Campaign - Vendor providing distribution of matching funds of employee donations to qualified non-profit organizations as part of the Employee Giving Campaign. Detailed listing available upon request. 1,494,915
    Total .................................bullet 3a 28,183,844
    bApproved for future payment
    American Endowment Foundation
    1521 Georgetown Rd 104
    Hudson,OH44236     		  PC Employee Program Matching Funds 2,446,238
    Fisher House Foundation Inc
    1401 ROCKVILLE PIKE SUITE 600
    ROCKVILLE,MD20852     		  PC Naval Hospital Camp Pendleton, California, Fisher House 650,000
    The JK Group
    104 MORGAN LANE
    PLAINSBORO,NJ08536     		  PC Employee Giving Campaign - Vendor providing distribution of matching funds of employee donations to qualified non-profit organizations as part of the Employee Giving Campaign. Detailed listing available upon request. 486,655
    Washburn Center for Children
    2430 NICOLLET AVENUE SOUTH
    MINNEAPOLIS,MN55404     		  PC Washburn Training Institute 494,138
    Total .................................bullet 3b 4,077,031
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ...........     		    14 4,685  
    4 Dividends and interest from securities....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory ............     		         
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 4,685 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    134,685
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2015)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    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
    2015
    Name of the organization
    United Health Foundation
     
    Employer identification number

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





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box 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) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015) Page 2
    Name of organization
    United Health Foundation
          		Employer identification number
    41-1941615
    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
    1
    UNITEDHEALTH GROUP
     

       
    9900 BREN ROAD EAST
     
    MINNETONKA, MN55343

    		$ 1,152,450


    (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) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Page 3
    Name of organization
    United Health Foundation
          		Employer identification number

    41-1941615
    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) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Page 4
    Name of organization
    United Health Foundation
          		Employer identification number

    41-1941615
    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) (2015)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2015 AccountingFeesSchedule
    Name:
    United Health Foundation
    EIN:
    41-1941615
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    AUDIT 18,813 0   18,813

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

    TY 2015 ExpenditureResponsibilityStmt
    Name:
    United Health Foundation
    EIN:
    41-1941615
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    C3 COLLABORATING FOR HEALTH
          		1st Floor 28 Margaret Street
    LONDON   W1W8RZ
    UK     		2013-05-16 250,000 Developing a NCD (non-communicable disease) scorecard/ranking of countries. Overall objective of the project is to spur countries to improve their performance in reducing the rising burden of NCD by using a scorecard/ranking system that monitors in detail how well countries are doing. 250,000 NONE MARCH 1, 2014   Final report was past due as of the end of the tax year. Susequently, grantee indicated that the project has been finalized and the entire amount expended.
    WHOLE KIDS FOUNDATION
          		550 Bowie Street
    Austin,TX78703     		2014-12-18 500,000 The Healthy Kids Innovation Grant (HKI) will find the next generation of effective, replicable, and scalable ideas in improving children's health. In Spring 2015, HKI will make an open call for grant submissions. Eligible projects will have an impact on children's nutrition and to be ready for scale across at least one grade level. Nutrition impact metrics can include: knowledge (where food comes from), nutrition (an understanding of healthful food choices), curiosity (willingness to try healthy foods) or consumption. These factors are key to improving student health outcomes measured using school metrics that include fitness data, attendance, and academic achievement. All applicants must be associated with a public school or a registered nonprofit organization. Criteria will show preference for projects in elementary schools with high need based on percentage of students eligible for the USDA free and reduced lunch program and which are located in underserved communities. 0 None REPORTS NOT YET DUE. GRANT START DATE IS JANUARY 1, 2015   none of the grant amount has been expended - grantee is working with United Health Foundation to restructure the program.
    CHORD - AASHIRWAD
          		RANGA REDDY DISTRICT
    GHMC   500090
    IN     		2014-11-26 143 GENERAL OPERATIONS 0 NONE REPORT NOT received   REPORT NOT received - amount has not been expended
    LITERACY INDIA
          		J-1365 PALAM VIHAR
    GURGAON   122017
    IN     		2014-11-26 169 GENERAL OPERATIONS 0 NONE REPORT NOT received   REPORT NOT RECEIVED - AMOUNT HAS NOT BEEN EXPENDED
    VIRLANIE FOUNDATION
          		4055 YAGUE ST BRGY SINGKAMAS
    MAKATI CITY METRO MANILA   1204
    RP     		2014-11-26 65 GENERAL OPERATIONS 0 NONE REPORT NOT received   REPORT NOT received - amount has not been expended

    TY 2015 LegalFeesSchedule
    Name:
    United Health Foundation
    EIN:
    41-1941615
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL-CORPORATE 2,435 0   2,435


    TY 2015 OtherAssetsSchedule
    Name:
    United Health Foundation
    EIN:
    41-1941615
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    BENEFICIAL INT CRT 1,076,845 1,035,209 1,035,209


    TY 2015 OtherDecreasesSchedule
    Name:
    United Health Foundation
    EIN:
    41-1941615
    Description Amount
    donated Services and Rent expense 1,495,736
    CHANGE IN BENEFICIAL INTEREST 41,636
    PRIOR PERIOD ADJUSTMENT 2,050


    TY 2015 OtherExpensesSchedule
    Name:
    United Health Foundation
    EIN:
    41-1941615
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Office Expenses 9,505 0   9,505
    miscellaneous 378 0   378
    advertising 24,681 0   24,681


    TY 2015 OtherIncreasesSchedule
    Name:
    United Health Foundation
    EIN:
    41-1941615
    Description Amount
    Donated Services and Rent Revenue 1,495,736


    TY 2015 OtherLiabilitiesSchedule
    Name:
    United Health Foundation
    EIN:
    41-1941615
    Description Beginning of Year - Book Value End of Year - Book Value
    GRANTS PAYABLE 4,531,071 4,077,041
    OUTSTANDING GRANT CHECKS 5,416,166 6,402,511


    TY 2015 OtherProfessionalFeesSchedule
    Name:
    United Health Foundation
    EIN:
    41-1941615
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CONSULTING 3,192,315 0   1,658,731
    purchased services 93,393 0   93,393