Form990-PF
Click to see attachment

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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
CALIFORNIA PHYSICIANS' SERVICE FDN
DBA BLUE SHIELD OF CALIFORNIA FDN
Number and street (or P.O. box number if mail is not delivered to street address)315 MONTGOMERY STREET SUITE 1200
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SAN FRANCISCO, CA94104
A Employer identification number

94-2822302
B Telephone number (see instructions)

(415) 229-6080
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... 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$89,911,206J 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) 40,000,000
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,080,791 1,080,791  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -223,298
b Gross sales price for all assets on line 6a 569,187
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 20,082 0  
12 Total. Add lines 1 through 11........ 40,877,575 1,080,791  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 53,500 0   53,500
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 41,297 0   41,297
c Other professional fees (attach schedule).... Click to see attachment 2,518,101 48,658   2,310,053
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 107,159 0   107,159
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 319,717 0   319,717
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,039,774 48,658   2,831,726
25 Contributions, gifts, grants paid....... 26,573,244 18,613,384
26 Total expenses and disbursements. Add lines 24 and 25 29,613,018 48,658   21,445,110
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 11,264,557
b Net investment income (if negative, enter -0-) 1,032,133
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
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............. 325,917 324,934 324,934
2 Savings and temporary cash investments......... 44,824,930 63,394,014 63,394,014
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
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..........   72,010 72,010
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 13,525,724 Click to see attachment13,044,273 13,044,273
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).......... 12,472,873 Click to see attachment12,665,971 12,665,971
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment44,623 Click to see attachment410,004 Click to see attachment410,004
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 71,194,067 89,911,206 89,911,206
Liabilities 17 Accounts payable and accrued expenses.......... 770,776 930,166
18 Grants payable................. 6,404,133 14,363,993
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 attachment101,797 Click to see attachment0
23 Total liabilities (add lines 17 through 22)......... 7,276,706 15,294,159
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 63,917,361 74,617,047
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here 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)..... 63,917,361 74,617,047
31 Total liabilities and net assets/fund balances (see instructions). 71,194,067 89,911,206
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
63,917,361
2
Enter amount from Part I, line 27a .....................
2
11,264,557
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
4,551,870
4
Add lines 1, 2, and 3 ..........................
4
79,733,788
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
5,116,741
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
74,617,047
Form 990-PF (2018)
Form 990-PF (2018)
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.)
1 a PUBLICLY TRADED SECURITIES   2018-12-31 2018-12-31
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 569,187   792,485 -223,298
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       -223,298
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 -223,298
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))
2017 31,581,291 51,536,392 0.612796
2016 36,644,725 53,689,512 0.682530
2015 37,323,324 54,960,540 0.679093
2014 25,441,835 52,597,962 0.483704
2013 42,961,021 54,950,665 0.781811
2
Total of line 1, column (d) .....................
2
3.239934
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.647987
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
60,526,795
5
Multiply line 4 by line 3......................
5
39,220,576
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
10,321
7
Add lines 5 and 6........................
7
39,230,897
8
Enter qualifying distributions from Part XII, line 4,.............
8
21,445,110
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 (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 20,643
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 20,643
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 20,643
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 399,962
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 399,962
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
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 10 379,319
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet379,319 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)
    bulletCA
    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 2018 or the taxable year beginning in 2018? See the 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 (2018)
    Form 990-PF (2018)
    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.BLUESHIELDCAFOUNDATION.ORG
    14
    The books are in care ofbulletPETER LONG PRESIDENT & CEO Telephone no.bullet (415) 229-6080

    Located atbullet315 MONTGOMERY STREET SUITE 1200SAN FRANCISCOCA ZIP+4bullet94104
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. 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 2018?.............
    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 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    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 2018 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 2018.)..................
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    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:
    Yes
    No
    (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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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
    ELIZA DANIELY-WOOLFOLK BOARD CHAIR
    2.00     		9,500 0 0
    C/O BLUE SHIELD OF CA FOUNDATION
    315 MONTGOMERY STREET SUITE 1200
    SAN FRANCISCO,CA94104
    EVELYN DILSAVER BOARD VICE CHAIR
    1.00     		9,500 0 0
    C/O BLUE SHIELD OF CA FOUNDATION
    315 MONTGOMERY STREET SUITE 1200
    SAN FRANCISCO,CA94104
    SHARON KIMBERLY BELSHE CHAIR, GOVERNANCE COMMITTE
    1.00     		8,500 0 0
    C/O BLUE SHIELD OF CA FOUNDATION
    315 MONTGOMERY STREET SUITE 1200
    SAN FRANCISCO,CA94104
    KATHERINE FLORES MD TRUSTEE
    1.00     		9,500 0 0
    C/O BLUE SHIELD OF CA FOUNDATION
    315 MONTGOMERY STREET SUITE 1200
    SAN FRANCISCO,CA94104
    MICHAEL A RODRIGUEZ MD MPH TRUSTEE
    1.00     		8,500 0 0
    C/O BLUE SHIELD OF CA FOUNDATION
    315 MONTGOMERY STREET SUITE 1200
    SAN FRANCISCO,CA94104
    RAYMOND J BAXTER TRUSTEE
    1.00     		8,000 0 0
    C/O BLUE SHIELD OF CA FOUNDATION
    315 MONTGOMERY STREET SUITE 1200
    SAN FRANCISCO,CA94104
    PETER LONG PHD PRESIDENT & CEO
    40.00     		0 0 0
    C/O BLUE SHIELD OF CA FOUNDATION
    315 MONTGOMERY STREET SUITE 1200
    SAN FRANCISCO,CA94104
    GARY COHEN VP, GOVERNMENT AFFAIRS
    1.00     		0 0 0
    C/O BLUE SHIELD OF CA FOUNDATION
    315 MONTGOMERY STREET SUITE 1200
    SAN FRANCISCO,CA94104
    MICHAEL MATHIAS SVP & CIO
    1.00     		0 0 0
    C/O BLUE SHIELD OF CA FOUNDATION
    315 MONTGOMERY STREET SUITE 1200
    SAN FRANCISCO,CA94104
    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
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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
    PUBLIC HEALTH INSTITUTE EVENT PLANNING, HOSTING, FACILITATION, TRAVEL REIMBURSEMENT FOR PARTICIPANTS 241,528
    555 12TH STREET 10TH FLOOR
    OAKLAND,CA94607
    THE REIS GROUP LLC CONSULTING SERVICES FOR COMMUNICATION NEEDS 240,000
    1300 19TH STREET NW SUITE 600
    WASHINGTON,DC20036
    MISSION MEASUREMENT CORP CONSULTING SERVICES FOR MEASUREMENT WORK 205,925
    200 NORTH LASALLE STREET 2650
    CHICAGO,IL60601
    BLUEPATH HEALTH INC TECHNICAL ASSISTANCE/CONSULTING TO LOCAL HEALTH SYSTEMS, FACILITATION OF POL 160,007
    929 SIR FRANCIS DRAKE BLVD SUITE
    101C
    KENTFIELD,CA94904
    ARABELLA ADVISORS LLC TECHNICAL ASSISTANCE/CONSULTING TO NONPROFIT POLICY ADVOCATES IN NETWORK DEV 157,360
    1201 CONNECTICUT AVENUE NW SUITE
    300
    WASHINGTON,DC20036
    Total number of others receiving over $50,000 for professional services.............bullet15
    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 IN 2018, BLUE SHIELD OF CALIFORNIA FOUNDATION (BSCF) ENGAGED IN VARIOUS SIGNIFICANT CHARITABLE ACTIVITIES, INCLUDING CONVENING GRANTEES TO ADVANCE THE FIELD'S THINKING ON THE VALUE OF PREVENTION, DEVELOPING THE STRUCTURE OF A COLLABORATIVE EFFORT AIMED TO PROMOTE HEALTHY GENDER NORMS, CONDUCTING RESEARCH, SUPPORTING LEADERSHIP DEVELOPMENT, AND HOSTING COMMUNITY CONVENINGS.SPECIFIC DIRECT CHARITABLE ACTIVITIES INCLUDE THE FOLLOWING: 1,668,310
    2 CONTINUED FROM STATEMENT 13BSCF SUPPORTED AN EVALUATION OF PAST GRANTEES TO BETTER UNDERSTAND HOW NETWORKS CAN USE ADVOCACY AND POLICY CHANGE TO INFLUENCE HOW TO IMPROVE SERVICES AT THE INTERSECTION OF BEHAVIORAL HEALTH AND DOMESTIC VIOLENCE. THE EVALUATION RESULTED IN A FRAMEWORK THAT CAN BE USED TO INFORM POLICY STRATEGIES IN THE FIELD. BSCF SUPPORTED LEADERSHIP DEVELOPMENT PROGRAMS FOR THE COMMUNITY HEALTH CENTER FIELD IN CALIFORNIA. THIS SUPPORT INCLUDED LEADERSHIP TRAINING, PEER NETWORKING, AND TECHNICAL ASSISTANCE ON CHANGE MANAGEMENT STRATEGIES FOR COMMUNITY HEALTH CENTER LEADERS IN CALIFORNIA. BSCF ALSO SUPPORTED THE EVALUATION OF THE CLINIC LEADERSHIP INSTITUTE, A SIGNATURE PROJECT OF BSCF. 0
    3 CONTINUED FROM STATEMENT 14BSCF PROVIDED FORMATIVE SUPPORT TO DESIGN A CULTURE CHANGE STRATEGY THAT WOULD SERVE AS THE PLATFORM FOR CHANGING GENDER NORMS IN CALIFORNIA. THE STRATEGY INCLUDED IDENTIFICATION OF KEY AUDIENCES, TARGET COMMUNICATION MESSAGES, TRAINING AND KEY STRATEGIES FOR FUNDERS.BSCF CONVENED A NUMBER OF MEETINGS TO DISCUSS HEALTH AND DOMESTIC VIOLENCE ISSUES AMONG KEY STAKEHOLDERS IN CALIFORNIA. THESE CONVENINGS ADDRESSED COMMUNITY LEARNING NETWORKS ON BEHAVIORAL HEALTH INTEGRATION, COORDINATION OF DOMESTIC VIOLENCE AND HEALTHCARE SERVICES, CULTURALLY RESPONSIVE DOMESTIC VIOLENCE STRATEGIES, AND POPULATION HEALTH AND PREVENTION. 0
    4 CONTINUED FROM STATEMENT 15BSCF PROVIDED TECHNICAL ASSISTANCE TO DOMESTIC VIOLENCE AND HEALTHCARE SAFETY NET PROVIDERS. THIS INCLUDED: 1) BUILDING CAPACITY FOR COMMUNITY LEVEL PREVENTION, 2) EXPANDING THE ABILITY OF HEALTH CENTERS TO IMPROVE CARE DELIVERY BY ADOPTING POPULATION HEALTH MANAGEMENT STRATEGIES, 3) DEVELOPING THE EVIDENCE BASE FOR PREVENTION STRATEGIES, 4) TRAINING PROVIDERS IN TECHNIQUES OF ADVOCACY AND COMMUNICATIONS, 5) COMMUNICATING THE OPPORTUNITY TO IMPROVE HEALTHCARE DELIVERY THROUGH VALUE-BASED PAYMENT REFORM STRATEGIES, AND 7) HELPING SAFETY NET PROVIDERS INNOVATE AND SPREAD BEST PRACTICES RELATED TO BEHAVIORAL HEALTH INTEGRATION. 0
    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 (2018)
    Form 990-PF (2018)
    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
    26,614,265
    b
    Average of monthly cash balances.......................
    1b
    34,834,258
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    61,448,523
    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
    61,448,523
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    921,728
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    60,526,795
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    3,026,340
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    3,026,340
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    20,643
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    20,643
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    3,005,697
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    3,005,697
    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
    3,005,697
    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
    21,445,110
    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
    21,445,110
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    21,445,110
    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 (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 3,005,697
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 40,709,120
    b From 2014...... 23,137,620
    c From 2015...... 34,986,522
    d From 2016...... 34,370,719
    e From 2017...... 29,526,449
    fTotal of lines 3a through e........ 162,730,430
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 21,445,110
    a Applied to 2017, 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 2018 distributable amount..... 3,005,697
    e Remaining amount distributed out of corpus 18,439,413
    5 Excess distributions carryover applied to 2018. 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 5 181,169,843
    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 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		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
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		40,709,120
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		140,460,723
    10 Analysis of line 9:
    a Excess from 2014.... 23,137,620
    b Excess from 2015.... 34,986,522
    c Excess from 2016.... 34,370,719
    d Excess from 2017.... 29,526,449
    e Excess from 2018.... 18,439,413
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 2018, 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) 2018 (b) 2017 (c) 2016 (d) 2015
             
    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 foundation 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 e-mail address of the person to whom applications should be addressed:
    BLUE SHIELD OF CALIFORNIA FOUNDATIO
    315 MONTGOMERY STREET SUITE 1200
    SAN FRANCISCO,CA94104
    (415) 229-6080
    BSCF@BLUESHIELDCAFOUNDATION.ORG
    bThe form in which applications should be submitted and information and materials they should include:
    GO TO OUR WEBSITE: WWW.BLUESHIELDCAFOUNDATION.ORG/GRANTS/WHAT-WE-FUND
    cAny submission deadlines:
    SEE WEBSITE FOR CURRENT DEADLINES
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE BLUE SHIELD OF CALIFORNIA FOUNDATION IS COMMITTED TO MAKING HEALTHCARE ACCESSIBLE, EFFECTIVE, AND AFFORDABLE FOR ALL CALIFORNIANS, PARTICULARLY UNDERSERVED PEOPLE, AND TO ENDING DOMESTIC VIOLENCE. IN 2018, THE FOUNDATION DISTRIBUTED RESOURCES ACROSS SEVEN PRIORITY AREAS, WHICH INVOLVED GRANT MAKING AND OTHER PROGRAMMATIC ACTIVITIES (E.G., RESEARCH, COMMUNICATIONS, COMMUNITY ENGAGEMENT AND PUBLIC AFFAIRS) THAT ADVANCE THE OUTCOMES SOUGHT BY THE FOUNDATION'S LONG TERM STRATEGY. PLEASE SEE OUR WEBSITE FOR MORE DETAILS ON PROGRAMMATIC PRIORITIES.
    Form 990-PF (2018)
    Form 990-PF (2018)
    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
    ALAMEDA HEALTH SYSTEM FOUNDATION
    350 FRANK H OGAWA PLAZA 900
    OAKLAND,CA94612     		NONE NONPROFIT, NON-FOUND SAFETY NET INTEGRATION 2017: SPREADING ADOPTION OF ECONSULT IN THE SAFETY NET 100,000
    ALLIANCE FOR HOPE INTERNATIONAL
    101 W BROADWAY SUITE 1770
    SAN DIEGO,CA92101     		NONE NONPROFIT, NON-FOUND GENERAL OPERATING SUPPORT 150,000
    ASIAN & PACIFIC ISLANDER AMERICAN HEALTH FORUM
    ORDWAY BUILDING 1 KAISER PLAZA
    OAKLAND,CA94612     		NONE NONPROFIT, NON-FOUND VOICES2019 CONFERENCE 15,000
    ASIAN AMERICANS ADVANCING JUSTICE - ASIAN LAW CAUCUS
    55 COLUMBUS AVE
    SAN FRANCISCO,CA94111     		NONE NONPROFIT, NON-FOUND ACT NOW FUND 25,000
    ASIAN AMERICANS ADVANCING JUSTICE - LOS ANGELES
    1145 WILSHIRE BLVD
    LOS ANGELES,CA90017     		NONE NONPROFIT, NON-FOUND ACT NOW FUND 100,000
    BLUE CROSS BLUE SHIELD OF MASSACHUSETTS FOUNDATION
    101 HUNTINGTON AVE 1300
    BOSTON,MA02199     		NONE PRIVATE FOUNDATION BLUE CROSS BLUE SHIELD OF MASSACHUSETTS HEALTH JOURNALISM FELLOWSHIP 20,000
    BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY
    340 PANAMA ST
    STANFORD,CA94305     		NONE GOV/TRIBAL/PUB BUILDING A COMPREHENSIVE FRAMEWORK FOR MEASURING ECONOMIC OPPORTUNITY 389,709
    CALIFORNIA ASSOCIATION OF PUBLIC HOSPITALS AND HEALTH SYSTEMS
    70 WASHINGTON STREET SUITE 215
    OAKLAND,CA94607     		NONE TRADE AND PROFESSION POSITIONING CALIFORNIA'S PUBLIC HEALTH SYSTEMS FOR SUCCESS BEYOND THE MEDI-CAL 2020 WAIVER 150,000
    CALIFORNIA BLACK WOMEN'S HEALTH PROJECT
    9800 S LA CIENEGA BLVD 905
    INGLEWOOD,CA90301     		NONE NONPROFIT, NON-FOUND ACT NOW FUND 100,000
    CALIFORNIA BUDGET & POLICY CENTER
    1107 9TH ST 310
    SACRAMENTO,CA95814     		NONE NONPROFIT, NON-FOUND EXPLORING THE VALUE OF PREVENTION 250,000
    CALIFORNIA COMMUNITY FOUNDATION
    221 S FIGUEROA ST 400
    LOS ANGELES,CA90012     		NONE NONPROFIT, NON-FOUND GENERAL OPERATING 15,000
    CALIFORNIA COMMUNITY FOUNDATION
    221 S FIGUEROA ST 400
    LOS ANGELES,CA90012     		NONE NONPROFIT, NON-FOUND GENERAL OPERATING SUPPORT 50,000
    CALIFORNIA CONSORTIUM FOR URBAN INDIAN HEALTH INC
    1016 LINCOLN BLVD 111
    SAN FRANCISCO,CA94129     		NONE NONPROFIT, NON-FOUND SUSTAINABILITY OF THE RED WOMEN RISING PROGRAM 150,000
    CALIFORNIA CONSORTIUM FOR URBAN INDIAN HEALTH INC
    1016 LINCOLN BLVD 111
    SAN FRANCISCO,CA94129     		NONE NONPROFIT, NON-FOUND RED WOMAN RISING: DOMESTIC VIOLENCE (DV) AND HEALTH INTEGRATION IN URBAN INDIAN HEALTH CLINICS 35,210
    CALIFORNIA FORWARD
    127 UNIVERSITY AVE
    BERKELEY,CA94710     		NONE NONPROFIT, NON-FOUND CREATING A ROADMAP TO SHARED PROSPERITY BY REDUCING POVERTY, INCREASING ECONOMIC SECURITY, & RESTORING UPWARD MOBILITY 165,000
    CALIFORNIA IMMIGRANT POLICY CENTER
    1225 8TH ST 590
    SACRAMENTO,CA95814     		NONE NONPROFIT, NON-FOUND PROTECTING IMMIGRANT FAMILIES (ACT NOW) 150,000
    CALIFORNIA PAN-ETHNIC HEALTH NETWORK
    2251 SAN DIEGO RD A270
    ALAMEDA,CA94501     		NONE NONPROFIT, NON-FOUND ADVANCING A COLLECTIVE BEHAVIORAL HEALTH EQUITY AGENDA 425,000
    CALIFORNIA PARTNERSHIP TO END DOMESTIC VIOLENCE
    1107 9TH ST 910
    SACRAMENTO,CA95815     		NONE NONPROFIT, NON-FOUND DOMESTIC VIOLENCE HOUSING FIRST PROJECT EVALUATION - YEAR TWO 294,000
    CALIFORNIA PARTNERSHIP TO END DOMESTIC VIOLENCE
    1107 9TH ST 910
    SACRAMENTO,CA95815     		NONE NONPROFIT, NON-FOUND DOMESTIC VIOLENCE HOUSING FIRST PROJECT EVALUATION - YEAR TWO 136,000
    CALIFORNIA PARTNERSHIP TO END DOMESTIC VIOLENCE
    1107 9TH ST 910
    SACRAMENTO,CA95815     		NONE NONPROFIT, NON-FOUND GENERAL OPERATING SUPPORT 450,000
    CALIFORNIA PRIMARY CARE ASSOCIATION
    233 WOODLAKE DR
    SACRAMENTO,CA95815     		NONE NONPROFIT, NON-FOUND GENERAL OPERATING SUPPORT 300,000
    CALIFORNIA STATE UNIVERSITY SACRAMENTO
    3000 STATE UNIVERSITY DR
    SACRAMENTO,CA95819     		NONE NONPROFIT, NON-FOUND LET'S GET HEALTHY CALIFORNIA INNOVATION CONFERENCE 2018 50,000
    CENTER FOR DOMESTIC PEACE
    734 A ST
    SAN RAFAEL,CA94901     		NONE NONPROFIT, NON-FOUND EXPLORING THE VALUE OF PREVENTION 250,000
    CENTER FOR EFFECTIVE PHILANTHROPY INC
    2139 CAMBRIDGE AVE
    CARDIFF,CA92007     		NONE NONPROFIT, NON-FOUND GENERAL OPERATING SUPPORT 25,000
    CENTER FOR HEALTH CARE STRATEGIES INC
    2060 E UNIVERSITY DR 212
    COMPTON,CA90220     		NONE NONPROFIT, NON-FOUND ACCELERATING VALUE-BASED PAYMENT FOR FEDERALLY QUALIFIED HEALTH CENTERS 42,701
    CHARITABLE VENTURES OF ORANGE COUNTY
    4041 MACARTHUR BLVD SUITE 510
    NEWPORT BEACH,CA92660     		NONE NONPROFIT, NON-FOUND ORANGE COUNTY DOMESTIC VIOLENCE SYSTEMS INTEGRATION PROJECT EVALUATION AND MENTAL HEALTH PLAN 215,000
    CHARLES R DREW UNIVERSITY OF MEDICINE & SCIENCE
    1731 E 120TH ST
    LOS ANGELES,CA90059     		NONE NONPROFIT, NON-FOUND GENERAL OPERATING SUPPORT 10,000
    COMMUNITY PARTNERS
    1000 N ALAMEDA ST SUITE 240
    LOS ANGELES,CA90012     		NONE NONPROFIT, NON-FOUND GRANT TRANSFER: STRENGTHENING SOCIAL NETWORK RESPONSES TO DOMESTIC VIOLENCE (DV) 110,000
    COMMUNITY PARTNERS
    1000 N ALAMEDA ST SUITE 240
    LOS ANGELES,CA90012     		NONE NONPROFIT, NON-FOUND FORMATIVE EVALUATION AND ASSESSMENT OF AN INNOVATIVE RESTORATIVE JUSTICE PILOT PROGRAM TO ADDRESS DOMESTIC VIOLENCE IN CONTRA COSTA COUNTY 150,000
    COMMUNITY PARTNERS
    1000 N ALAMEDA ST SUITE 240
    LOS ANGELES,CA90012     		NONE NONPROFIT, NON-FOUND KIDS IMPACT INITIATIVE 50,000
    COMMUNITY PARTNERS
    1000 N ALAMEDA ST SUITE 240
    LOS ANGELES,CA90012     		NONE NONPROFIT, NON-FOUND EXPLORING THE VALUE OF PREVENTION 250,000
    CONTRA COSTA FAMILY JUSTICE CENTER ALLIANCE
    500 5TH AVE
    SAN FRANCISCO,CA94118     		NONE NONPROFIT, NON-FOUND SUSTAINABILITY PROJECT FOR DOMESTIC VIOLENCE SURVIVOR COMMUNITY FELLOWSHIP PROGRAM 95,000
    EAST BAY AGENCY FOR CHILDREN
    303 VAN BUREN AVE
    OAKLAND,CA94610     		NONE NONPROFIT, NON-FOUND ORGANIZATIONAL HEALING PROJECT FOR ACT NOW GRANTEES 249,574
    EAST BAY COMMUNITY FOUNDATION
    200 FRANK H OGAWA PLAZA
    OAKLAND,CA94612     		NONE NONPROFIT, NON-FOUND GATHERING STRENGTHS: SUSTAINING FOUR ASIAN PACIFIC ISLANDER DOMESTIC VIOLENCE LEADERSHIP NETWORKS 130,000
    FAMILY VIOLENCE APPELLATE PROJECT
    449 15TH ST 104
    OAKLAND,CA94612     		NONE NONPROFIT, NON-FOUND GENERAL OPERATING SUPPORT 50,000
    FANNIE E RIPPEL FOUNDATION
    14 MAPLE AVE 200
    MORRISTOWN,NJ07960     		NONE NONPROFIT, NON-FOUND FORESIGHT, DESIGNING THE FUTURE OF HEALTH 500,000
    FUTURES WITHOUT VIOLENCE
    100 MONTGOMERY ST
    SAN FRANCISCO,CA94129     		NONE NONPROFIT, NON-FOUND ACT NOW WOMEN'S CAMPAIGN 100,000
    GEORGE WASHINGTON UNIVERSITY
    1922 F ST NW 4TH FLOOR
    WASHINGTON,DC20052     		NONE NONPROFIT, NON-FOUND FUNDERS FORUM ON ACCOUNTABLE HEALTH 75,000
    GOBEE GROUP LLC
    2323 BROADWAY
    OAKLAND,CA94612     		NONE FOR PROFIT ENTITY CO-DESIGN LAB FOR COMMUNITY-LEVEL PREVENTION AT THE INTERSECTION OF DOMESTIC VIOLENCE AND HEALTH 400,000
    GOBEE GROUP LLC
    2323 BROADWAY
    OAKLAND,CA94612     		NONE FOR PROFIT ENTITY CO-DESIGN LAB FOR COMMUNITY-LEVEL PREVENTION AT THE INTERSECTION OF DOMESTIC VIOLENCE AND HEALTH 403,505
    GRANTMAKERS CONCERNED WITH IMMIGRANTS AND REFUGEES
    PO BOX 1100
    SEBASTOPOL,CA95473     		NONE NONPROFIT, NON-FOUND GENERAL OPERATING SUPPORT 50,000
    GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS
    1550 BRYANT ST 675
    PASADENA,CA91103     		NONE NONPROFIT, NON-FOUND GENERAL OPERATING SUPPORT 75,000
    GRANTMAKERS IN HEALTH
    1100 CONNECTICUT AVE NW 1200
    WASHINGTON,DC20036     		NONE NONPROFIT, NON-FOUND GENERAL OPERATING SUPPORT 75,000
    GROWTH PHILANTHROPY NETWORK
    122 E 42ND ST
    NEW YORK,NY10168     		NONE NONPROFIT, NON-FOUND SYSTEM MAPPING TO IDENTIFY AND SHIFT LEVERAGE POINTS TO IMPROVE HEALTH OUTCOMES 125,000
    HEALTH EDUCATION COUNCIL
    3950 INDUSTRIAL BLVD 600
    WEST SACRAMENTO,CA95691     		NONE NONPROFIT, NON-FOUND EXPLORING THE VALUE OF PREVENTION 160,937
    HEALTHBEGINS LLC
    2600 W OLIVE AVE 500
    BURBANK,CA91505     		NONE NONPROFIT, NON-FOUND CASE STUDIES OF UPSTREAM STRATEGY FOR POPULATION HEALTH 25,000
    HUMBOLDT AREA FOUNDATION
    363 INDIANOLA RD
    BAYSIDE,CA95524     		NONE NONPROFIT, NON-FOUND GENERAL OPERATING SUPPORT 10,000
    IMMIGRANT LEGAL RESOURCE CENTER
    1458 HOWARD ST
    SAN FRANCISCO,CA94103     		NONE NONPROFIT, NON-FOUND ACT NOW 200,000
    IMMIGRANT LEGAL RESOURCE CENTER
    1458 HOWARD ST
    SAN FRANCISCO,CA94103     		NONE NONPROFIT, NON-FOUND BUILDING NETWORK CAPACITY IN THE CENTRAL VALLEY TO ADDRESS THE NEEDS OF IMMIGRANTS IMPACTED BY DOMESTIC VIOLENCE 105,000
    IMPACT JUSTICE
    2633 TELEGRAPH AVE 104
    OAKLAND,CA94612     		NONE NONPROFIT, NON-FOUND EXPLORING RESTORATIVE JUSTICE (RJ) PRACTICES TO ADDRESS DOMESTIC VIOLENCE (DV) 75,000
    INSTITUTE FOR THE FUTURE
    201 HAMILTON AVE
    PALO ALTO,CA94301     		NONE NONPROFIT, NON-FOUND FORESIGHT RESEARCH ON HEALTH AND ECONOMIC SECURITY IN THE NEW ERA OF WORK 346,638
    INSURE THE UNINSURED PROJECT
    1107 9TH ST 1025
    SACRAMENTO,CA95814     		NONE NONPROFIT, NON-FOUND GENERAL OPERATING SUPPORT 350,000
    JENESSE CENTER INC
    PO BOX 8476
    LOS ANGELES,CA90008     		NONE NONPROFIT, NON-FOUND PROMOTING DOMESTIC VIOLENCE AND HEALTH CARE PARTNERSHIPS IN LOS ANGELES COUNTY 89,000
    JSI RESEARCH & TRAINING INSTITUTE INC
    44 FARNSWORTH ST
    BOSTON,MA02210     		NONE NONPROFIT, NON-FOUND EXPLORING THE VALUE OF PREVENTION 232,400
    JSI RESEARCH & TRAINING INSTITUTE INC
    44 FARNSWORTH ST
    BOSTON,MA02210     		NONE NONPROFIT, NON-FOUND ADVANCING MULTI-SECTOR PARTNERSHIPS FOCUSED ON DOMESTIC VIOLENCE AND TRAUMA 199,543
    JSI RESEARCH & TRAINING INSTITUTE INC
    44 FARNSWORTH ST
    BOSTON,MA02210     		NONE NONPROFIT, NON-FOUND NEW VISIONS FOR POPULATION HEALTH 399,963
    KEECHA HARRIS & ASSOCIATES INC
    1401 DOUG BAKER BLVD SUITE 107-219
    BIRMINGHAM,AL35242     		NONE NONPROFIT, NON-FOUND PRESIDENTS' FORUM FOR RACIAL EQUITY IN PHILANTHROPY 50,000
    KOREAN AMERICAN FAMILY SERVICES INC (KFAM)
    3727 W 6TH ST 320
    LOS ANGELES,CA90020     		NONE NONPROFIT, NON-FOUND BUILDING LEADERSHIP CAPACITY IN THE KOREAN AMERICAN FAITH COMMUNITY TO PREVENT DOMESTIC VIOLENCE 200,000
    LOS ANGELES COUNTY DEPARTMENT OF PUBLIC HEALTH
    313 N FIGUEROA ST 610
    LOS ANGELES,CA90012     		NONE GOV/TRIBAL/PUB LOS ANGELES COUNTY DEPARTMENT OF PUBLIC HEALTH CONTRACTOR FOR CITY AND COMMUNITY HEALTH PROFILES 100,000
    MALDEF
    634 S SPRING ST
    LOS ANGELES,CA90014     		NONE NONPROFIT, NON-FOUND ACT NOW FUND 100,000
    MIXTECOINDIGENA COMMUNITY ORGANIZING PROJECT
    520 W 5TH ST SUITE F
    OXNARD,CA93030     		NONE NONPROFIT, NON-FOUND AMPLIFYING INDIGENOUS SURVIVOR VOICES TO PREVENT DOMESTIC VIOLENCE AND IMPROVE MENTAL HEALTH 90,000
    MUJERES UNIDAS Y ACTIVAS
    530 UNIVERSITY ST
    SAN FRANCISCO,CA94134     		NONE NONPROFIT, NON-FOUND GENERAL OPERATING SUPPORT 105,000
    MY SISTER'S HOUSE
    2400 4TH AVE
    SACRAMENTO,CA95818     		NONE NONPROFIT, NON-FOUND ADVANCING COLLECTIVE ACTION FOR CULTURALLY RESPONSIVE DOMESTIC VIOLENCE PRACTICES AND PREVENTION 334,000
    NALEO EDUCATIONAL FUND
    1814 FRANKLIN ST 805
    SANTA MONICA,CA90404     		NONE NONPROFIT, NON-FOUND 2020 CENSUS 200,000
    NATIONAL ACADEMY OF SCIENCES
    2101 CONSTITUTION AVE NW
    WASHINGTON,DC20418     		NONE NONPROFIT, NON-FOUND GENERAL OPERATING SUPPORT 50,000
    NATIVE AMERICAN HEALTH CENTER INC
    3124 INTERNATIONAL BLVD
    OAKLAND,CA94601     		NONE NONPROFIT, NON-FOUND EXPLORING THE VALUE OF PREVENTION 250,000
    NEW VENTURE FUND
    1201 CONNECTICUT AVE NW 300
    WASHINGTON,DC20036     		NONE NONPROFIT, NON-FOUND INTERRUPTING CALIFORNIA'S GUN VIOLENCE EPIDEMIC 100,000
    NONPROFIT FINANCE FUND
    5 HANOVER SQUARE
    NEW YORK,NY10004     		NONE NONPROFIT, NON-FOUND PREPARING COMMUNITY-BASED ORGANIZATIONS TO SUSTAINABLY PARTICIPATE IN MULTI-SECTOR COLLABORATIONS ADVANCING HEALTH AND PREVENTING DOMESTIC VIOLENCE 300,000
    NORTHERN CALIFORNIA GRANTMAKERS
    160 SPEAR ST 360
    SAN FRANCISCO,CA94105     		NONE NONPROFIT, NON-FOUND NCG SUPPORT FOR FUNDER NETWORK ON CHILDHOOD ADVERSITY 7,000
    NORTHERN CALIFORNIA GRANTMAKERS
    160 SPEAR ST 360
    SAN FRANCISCO,CA94105     		NONE NONPROFIT, NON-FOUND GENERAL OPERATING SUPPORT 75,000
    NORTHERN CALIFORNIA GRANTMAKERS
    160 SPEAR ST 360
    SAN FRANCISCO,CA94105     		NONE NONPROFIT, NON-FOUND UNDERSTANDING INEQUITY IN CALIFORNIA THROUGH SYSTEMS MAPPING 50,000
    PRAXIS PROJECT
    1900 FRUITVALE AVE 3D
    OAKLAND,CA94601     		NONE NONPROFIT, NON-FOUND ACT NOW FUND 25,000
    PREVENTION INSTITUTE
    221 OAK ST A
    OAKLAND,CA94607     		NONE NONPROFIT, NON-FOUND ADVANCING A MULTI-SECTOR FRAMEWORK TO ADDRESS DOMESTIC VIOLENCE PREVENTION 300,000
    PREVENTION INSTITUTE
    221 OAK ST A
    OAKLAND,CA94607     		NONE NONPROFIT, NON-FOUND PROMOTING MENTAL HEALTH AND WELL-BEING THROUGH COMMUNITY-LEVEL PREVENTION 201,337
    PREVENTION INSTITUTE
    221 OAK ST A
    OAKLAND,CA94607     		NONE NONPROFIT, NON-FOUND EMBEDDING DOMESTIC VIOLENCE PREVENTION INTO PREVENTION-ORIENTED COLLABORATIVES 498,895
    PROJECT HOPE - THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION INC
    255 CARTER HALL LANE
    MILLWOOD,VA22646     		NONE NONPROFIT, NON-FOUND CALIFORNIA HEALTH POLICY RESEARCH 350,000
    PUBLIC HEALTH INSTITUTE
    555 12TH ST
    OAKLAND,CA94607     		NONE NONPROFIT, NON-FOUND STRENGTHENING COMMUNITY ENGAGEMENT IN MULTI-SECTOR COLLABORATIONS 300,000
    PUBLIC HEALTH INSTITUTE
    221 OAK ST A
    OAKLAND,CA94607     		NONE NONPROFIT, NON-FOUND EXPLORING THE VALUE OF PREVENTION 199,973
    PUBLIC HEALTH INSTITUTE
    555 12TH ST
    OAKLAND,CA94607     		NONE NONPROFIT, NON-FOUND EXPLORING THE VALUE OF PREVENTION 250,000
    PUBLIC HEALTH INSTITUTE
    555 12TH ST
    OAKLAND,CA94607     		NONE NONPROFIT, NON-FOUND ADVANCING POLICY OPTIONS FOR SUSTAINABILITY AND SPREAD OF ECONSULT 100,056
    PUBLIC HEALTH INSTITUTE
    555 12TH ST
    OAKLAND,CA94607     		NONE NONPROFIT, NON-FOUND ADVANCING POLICY AND PRACTICE TO PREVENT DOMESTIC VIOLENCE 200,000
    PUBLIC HEALTH INSTITUTE
    555 12TH ST
    OAKLAND,CA94607     		NONE NONPROFIT, NON-FOUND MEASURING PROGRESS TOWARD ACCOUNTABLE COMMUNITIES FOR HEALTH 195,494
    PUBLIC HEALTH INSTITUTE
    555 12TH ST
    OAKLAND,CA94607     		NONE NONPROFIT, NON-FOUND CALIFORNIA FUTURE HEALTH WORKFORCE COMMISSION 250,000
    RAINBOW SERVICES LTD
    453 W 7TH ST
    SAN PEDRO,CA90731     		NONE NONPROFIT, NON-FOUND GENERAL OPERATING SUPPORT 130,000
    SAFE & SOUND
    1757 WALLER ST
    SAN FRANCISCO,CA94117     		NONE NONPROFIT, NON-FOUND EXPLORING THE VALUE OF PREVENTION 50,000
    SAN DIEGO GRANTMAKERS
    5060 SHOREHAM PLACE SUITE 350
    SAN DIEGO,CA92122     		NONE NONPROFIT, NON-FOUND GENERAL OPERATING SUPPORT 50,000
    SAN JOAQUIN GENERAL HOSPITAL
    500 W HOSPITAL RD
    FRENCH CAMP,CA95231     		NONE GOV/TRIBAL/PUB SAFETY NET INTEGRATION 2017: SPREADING ADOPTION OF ECONSULT IN THE SAFETY NET 250,000
    SCHOLARSHIP AMERICA INC
    7900 INTERNATIONAL DRIVE SUITE 500
    MINNEAPOLIS,MN55425     		NONE NONPROFIT, NON-FOUND GENERAL OPERATING SUPPORT 75,000
    SHASTA REGIONAL COMMUNITY FOUNDATION
    1335 ARBORETUM DR B
    REDDING,CA96003     		NONE NONPROFIT, NON-FOUND GENERAL OPERATING SUPPORT 25,000
    SIERRA HEALTH FOUNDATION CENTER FOR HEALTH PROGRAM MANAGEMENT
    1321 GARDEN HWY
    SACRAMENTO,CA95833     		NONE NONPROFIT, NON-FOUND ENSURING A COMPLETE COUNT OF THE SAN JOAQUIN VALLEY IN THE 2020 CENSUS 276,000
    SOCIAL FINANCE INC
    10 MILK ST 1010
    BOSTON,MA02108     		NONE NONPROFIT, NON-FOUND EXPLORING THE VALUE OF PREVENTION 248,687
    SOUTHERN CALIFORNIA GRANTMAKERS
    3537 JOHNSON CT
    TORRANCE,CA90504     		NONE NONPROFIT, NON-FOUND GENERAL OPERATING SUPPORT 75,000
    SOUTHERN CALIFORNIA GRANTMAKERS
    3537 JOHNSON CT
    TORRANCE,CA90504     		NONE NONPROFIT, NON-FOUND THE LOS ANGELES COUNTY CENTER FOR STRATEGIC PUBLIC-PRIVATE PARTNERSHIPS 25,000
    STAND UP PLACER INC
    1780 3RD ST
    AUBURN,CA95603     		NONE NONPROFIT, NON-FOUND EXPLORING THE VALUE OF PREVENTION 250,000
    TAHOE SAFE ALLIANCE
    PO BOX 1232 265 BEAR STREET
    KINGS BEACH,CA96143     		NONE NONPROFIT, NON-FOUND STRATEGIC RESTRUCTURING PROCESS FOR TAHOE-TRUCKEE SAFETY NET PROVIDERS 90,000
    THE CALIFORNIA HEALTH CARE SAFETY NET INSTITUTE
    1996 EASTMAN AVE 101
    OAKLAND,CA94619     		NONE NONPROFIT, NON-FOUND GENERAL OPERATING SUPPORT 75,000
    THE COMMONWEALTH CLUB
    110 THE EMBARCADERO
    SAN FRANCISCO,CA94105     		NONE NONPROFIT, NON-FOUND 2018 SPEAKER SERIES 50,000
    THE HENRY J KAISER FAMILY FOUNDATION
    185 BERRY ST 2000
    SAN FRANCISCO,CA94107     		NONE NONPROFIT, NON-FOUND KAISER HEALTH NEWS CALIFORNIA BUREAU 350,000
    THE REGENTS OF THE UNIVERSITY OF CALIFORNIA
    10889 WILSHIRE BOULEVARD SUITE 700
    LOS ANGELES,CA90095     		NONE NONPROFIT, NON-FOUND EXPLORING THE VALUE OF PREVENTION 250,000
    THE REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO
    220 MONTGOMERY ST FL 5
    SAN FRANCISCO,CA94104     		NONE NONPROFIT, NON-FOUND SAFETY NET INTEGRATION 2017: SUPPORTING THE SPREAD OF ECONSULT IN CALIFORNIA'S SAFETY NET 196,275
    THE REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO
    220 MONTGOMERY ST FL 5
    SAN FRANCISCO,CA94104     		NONE NONPROFIT, NON-FOUND OPPORTUNITIES TO LEVERAGE MEDICAID FUNDING TO ADDRESS SOCIAL DETERMINANTS OF HEALTH 150,000
    THE REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO
    220 MONTGOMERY ST FL 5
    SAN FRANCISCO,CA94104     		NONE NONPROFIT, NON-FOUND CLINIC LEADERSHIP INSTITUTE ALUMNI NETWORK 150,000
    THE REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO
    220 MONTGOMERY ST FL 5
    SAN FRANCISCO,CA94104     		NONE NONPROFIT, NON-FOUND SUPPORTING THE INTEGRATION OF COMMUNITY HEALTH WORKERS INTO CARE TEAMS 254,500
    THIRD SECTOR CAPITAL PARTNERS INC
    500 WASHINGTON ST 340
    SAN FRANCISCO,CA94111     		NONE NONPROFIT, NON-FOUND EXPLORING THE VALUE OF PREVENTION 247,375
    TIDES CENTER
    225 BUSH ST
    SAN FRANCISCO,CA94104     		NONE NONPROFIT, NON-FOUND CALIFORNIA HEALTH REPORT 115,000
    UNITED WAY OF THE BAY AREA
    1454 2ND ST
    SAN FRANCISCO,CA94107     		NONE NONPROFIT, NON-FOUND EXPLORING THE VALUE OF PREVENTION 250,000
    UNIVERSITY OF SOUTHERN CALIFORNIA
    734 W ADAMS BLVD
    LOS ANGELES,CA90007     		NONE NONPROFIT, NON-FOUND CALIFORNIA HEALTH JOURNALISM ENGAGEMENT INITIATIVE 109,667
    UNIVERSITY OF SOUTHERN CALIFORNIA
    734 W ADAMS BLVD
    LOS ANGELES,CA90007     		NONE NONPROFIT, NON-FOUND CALIFORNIA HEALTH JOURNALISM FELLOWSHIP 174,945
    VENTURA COUNTY HEALTH CARE AGENCY
    5851 THILLE ST
    VENTURA,CA93003     		NONE GOV/TRIBAL/PUB SAFETY NET INTEGRATION 2017: SPREADING ADOPTION OF ECONSULT IN THE SAFETY NET 250,000
    WESTERN CENTER ON LAW & POVERTY INC
    3701 WILSHIRE BLVD 208
    LOS ANGELES,CA90010     		NONE NONPROFIT, NON-FOUND EXPLORING THE VALUE OF PREVENTION 250,000
    WILLAMETTE PARTNERSHIP
    4640 SW MACADAM AVE 50
    PORTLAND,OR97239     		NONE NONPROFIT, NON-FOUND EXPLORING THE VALUE OF PREVENTION 110,000
    WOMEN ORGANIZED TO MAKE ABUSE NONEXISTENT INC
    26 BOARDMAN PL
    SAN FRANCISCO,CA94103     		NONE NONPROFIT, NON-FOUND DISSEMINATION OF SURVIVOR-CENTERED STRATEGIES AND FRAMEWORK 60,000
    Total .................................bullet 3a 18,613,384
    bApproved for future payment
    ALLIANCE FOR COMMUNITY TRANSFORMATIONS
    2211 MARIPOSA AVE
    PALMDALE,CA93551     		NONE NONPROFIT, NON-FOUND LEVERAGING COLLABORATION TO END DOMESTIC VIOLENCE: COLLABORATING FOR CHANGE: CULTURAL NORMS AS A PATHWAY TO DOMESTIC VIOLENCE PREVENTION AND GENDER EQUITY IN THE HMONG COMMUNITY 389,552
    ALLIANCE FOR GIRLS
    510 16TH ST 100
    OAKLAND,CA94612     		NONE NONPROFIT, NON-FOUND SAFE AND THRIVING GIRLS AND COMMUNITIES 358,000
    ALLIANCE FOR GIRLS
    510 16TH ST 100
    OAKLAND,CA94612     		NONE NONPROFIT, NON-FOUND SAFE AND THRIVING GIRLS AND COMMUNITIES 312,000
    ASIAN PACIFIC POLICY AND PLANNING COUNCIL
    905 E 8TH ST
    LOS ANGELES,CA90021     		NONE NONPROFIT, NON-FOUND PLANNING AND ASSESSMENT TO PREVENT MULTIGENERATIONAL DOMESTIC VIOLENCE IN ASIAN PACIFIC ISLANDER COMMUNITIES OF LOS ANGELES COUNTY 200,000
    BLUE SKY CONSULTING GROUP LLC
    1939 HARRISON ST 211
    OAKLAND,CA94612     		NONE FOR PROFIT ENTITY ADVANCING NEW FINANCING MODELS FOR INTEGRATION 299,855
    BLUEPATH HEALTH INC
    929 SIR FRANCIS DRAKE BLVD 101C
    KENTFIELD,CA94904     		NONE FOR PROFIT ENTITY SPREADING THE ADOPTION OF E-CONSULT IN THE CALIFORNIA SAFETY NET 300,000
    CALIFORNIA COALITION AGAINST SEXUAL ASSAULT
    2800 S PARK DR
    SACRAMENTO,CA95821     		NONE NONPROFIT, NON-FOUND GENERAL OPERATING SUPPORT 200,000
    CALIFORNIA HEALTH FOUNDATION AND TRUST
    54 SHELL BANKS PL
    SACRAMENTO,CA95835     		NONE SUPPORTING ORGANIZAT COMMUNITIES LIFTING COMMUNITIES: BUILDING THE CAPACITY OF HOSPITALS AND PUBLIC HEALTH TO ADVANCE SYSTEMS CHANGE 210,000
    CALIFORNIANS TOGETHER
    525 E 7TH ST 215
    LONG BEACH,CA90813     		NONE NONPROFIT, NON-FOUND SUPPORT FOR IMMIGRANT AND REFUGEE STUDENTS 300,000
    CENTER FOR GENDER & REFUGEE STUDIES
    200 MCALLISTER ST
    SAN FRANCISCO,CA94102     		NONE NONPROFIT, NON-FOUND GENERAL OPERATING SUPPORT 200,000
    CITY AND COUNTY OF SAN FRANCISCO
    25 VAN NESS AVE
    SAN FRANCISCO,CA94102     		NONE GOV/TRIBAL/PUB LEVERAGING COLLABORATION TO END DOMESTIC VIOLENCE: SYSTEMS-LEVEL CHANGE TO PREVENT DOMESTIC VIOLENCE THROUGH NORMS CHANGE IN THE BAYVIEW DISTRICT OF SAN FRANCISCO 384,562
    COUNTY OF CONTRA COSTA
    40 DOUGLAS DR
    MARTINEZ,CA94553     		NONE GOV/TRIBAL/PUB LEVERAGING COLLABORATION TO END DOMESTIC VIOLENCE: CONTRA COSTA ALLIANCE TO END ABUSE: EVOLVING A MULTISECTOR COLLABORATION TO PIVOT TOWARDS PREVENTION 400,000
    DOWNTOWN WOMEN'S CENTER
    442 S SAN PEDRO ST
    LOS ANGELES,CA90011     		NONE NONPROFIT, NON-FOUND DOMESTIC VIOLENCE AND HOMELESS SERVICES COALITION 90,000
    DOWNTOWN WOMEN'S CENTER
    442 S SAN PEDRO ST
    LOS ANGELES,CA90011     		NONE NONPROFIT, NON-FOUND DOMESTIC VIOLENCE AND HOMELESS SERVICES COALITION 90,000
    FANNIE E RIPPEL FOUNDATION
    14 MAPLE AVE 200
    MORRISTOWN,NJ07960     		NONE NONPROFIT, NON-FOUND FORESIGHT, DESIGNING THE FUTURE OF HEALTH 500,000
    FUTURES WITHOUT VIOLENCE
    100 MONTGOMERY ST
    SAN FRANCISCO,CA94129     		NONE NONPROFIT, NON-FOUND DOMESTIC VIOLENCE PREVENTION POLICY 400,000
    IMMIGRANT LEGAL RESOURCE CENTER
    1458 HOWARD ST
    SAN FRANCISCO,CA94103     		NONE NONPROFIT, NON-FOUND ACT NOW 200,000
    LOS ANGELES COUNTY DEPARTMENT OF PUBLIC HEALTH DIVISION OF CHRONIC DISEASE
    3530 WILSHIRE BLVD 8TH FLOOR
    LOS ANGELES,CA90010     		NONE GOV/TRIBAL/PUB OFFICE OF VIOLENCE PREVENTION DEMONSTRATION PROJECT 150,000
    MY SISTER'S HOUSE
    2400 4TH AVE
    SACRAMENTO,CA95818     		NONE NONPROFIT, NON-FOUND ADVANCING COLLECTIVE ACTION FOR CULTURALLY RESPONSIVE DOMESTIC VIOLENCE PRACTICES AND PREVENTION 106,000
    MY SISTER'S HOUSE
    2400 4TH AVE
    SACRAMENTO,CA95818     		NONE NONPROFIT, NON-FOUND ADVANCING COLLECTIVE ACTION FOR CULTURALLY RESPONSIVE DOMESTIC VIOLENCE PRACTICES AND PREVENTION 335,000
    NATIONAL HEALTH LAW PROGRAM
    3701 WILSHIRE BLVD 750
    LOS ANGELES,CA90010     		NONE NONPROFIT, NON-FOUND ADVANCING POLICY SOLUTIONS FOR BEHAVIORAL HEALTH INTEGRATION 200,000
    NEIGHBORHOOD ASSOCIATES CORPORATION
    1101 30TH ST NW 4TH FLOOR
    WASHINGTON,DC20007     		NONE NONPROFIT, NON-FOUND JUSTICE > CHARITY BOOK 10,000
    NEW VENTURE FUND
    1201 CONNECTICUT AVE NW 300
    WASHINGTON,DC20036     		NONE NONPROFIT, NON-FOUND HOPE AND HEAL FUND 200,000
    NORTH VALLEY COMMUNITY FOUNDATION
    240 MAIN ST 260
    CHICO,CA95928     		NONE NONPROFIT, NON-FOUND GENERAL OPERATING SUPPORT 25,000
    PARTNERSHIP FOR AMERICAS CHILDREN
    1101 14TH ST NW 600
    WASHINGTON,DC20005     		NONE NONPROFIT, NON-FOUND COUNTING YOUNG CHILDREN IN CALIFORNIA IN THE 2020 CENSUS 150,000
    POLICYLINK
    1438 WEBSTER ST 303
    OAKLAND,CA94612     		NONE NONPROFIT, NON-FOUND ALLIANCE FOR BOYS AND MEN OF COLOR 600,000
    POLICYLINK
    1438 WEBSTER ST 303
    OAKLAND,CA94612     		NONE NONPROFIT, NON-FOUND ALLIANCE FOR BOYS AND MEN OF COLOR 600,000
    PUBLIC HEALTH INSTITUTE
    555 12TH ST
    OAKLAND,CA94607     		NONE NONPROFIT, NON-FOUND LEVERAGING COLLABORATION TO END DOMESTIC VIOLENCE: DEVELOPING POLICY CHANGE TO ADDRESS FACTORS THAT CONTRIBUTE TO DOMESTIC VIOLENCE (DV) AND ADVERSE CHILDHOOD EXPERIENCE (ACES) WITH A MULTI-COUNTY COLLABORATIVE 400,000
    PUBLIC HEALTH INSTITUTE
    555 12TH ST
    OAKLAND,CA94607     		NONE NONPROFIT, NON-FOUND CALIFORNIA ALLIANCE FOR PREVENTION FUNDING 349,951
    PUBLIC HEALTH INSTITUTE
    555 12TH ST
    OAKLAND,CA94607     		NONE NONPROFIT, NON-FOUND ADVANCING UPSTREAM POLICY ADOPTION IN SOUTHERN CALIFORNIA 100,000
    PUBLIC HEALTH INSTITUTE
    555 12TH ST
    OAKLAND,CA94607     		NONE NONPROFIT, NON-FOUND CALIFORNIA FUTURE HEALTH WORKFORCE COMMISSION, PHASE 2 150,000
    PUBLIC HEALTH INSTITUTE
    555 12TH ST
    OAKLAND,CA94607     		NONE NONPROFIT, NON-FOUND CONTINUED SUPPORT OF CACHI ACCELERATOR SITES 250,000
    SOUTH BAY COMMUNITY SERVICES
    430 F ST
    CHULA VISTA,CA91910     		NONE NONPROFIT, NON-FOUND LEVERAGING COLLABORATION TO END DOMESTIC VIOLENCE: LEVERAGING MULTISECTOR COLLABORATION IN SAN YSIDRO TO ADDRESS SYSTEMIC CAUSES OF DOMESTIC VIOLENCE 400,000
    SOUTHERN CALIFORNIA GRANTMAKERS
    3537 JOHNSON CT
    TORRANCE,CA90504     		NONE NONPROFIT, NON-FOUND CENTER FOR STRATEGIC PARTNERSHIPS 50,000
    TAHIRIH JUSTICE CENTER
    881 SNEATH LN 115
    SAN BRUNO,CA94066     		NONE NONPROFIT, NON-FOUND GENERAL OPERATING SUPPORT 200,000
    THE REGENTS OF THE UNIVERSITY OF CALIFORNIA
    10889 WILSHIRE BOULEVARD SUITE 700
    LOS ANGELES,CA90095     		NONE NONPROFIT, NON-FOUND FIELDING SCHOOL OF PUBLIC HEALTH: PAUL TORRENS HEALTH FORUM 15,000
    THE REGENTS OF THE UNIVERSITY OF CALIFORNIA BERKELEY
    1995 UNIVERSITY AVE
    BERKELEY,CA94707     		NONE NONPROFIT, NON-FOUND BLUEPRINT FOR BELONGING 553,295
    THE UNIVERSITY OF TEXAS AT AUSTIN DELL MEDICAL SCHOOL
    1501 RED RIVER ST
    AUSTIN,TX78701     		NONE GOV/TRIBAL/PUB FORESIGHT VISION TOOL 600,000
    TIDES CENTER
    225 BUSH ST
    SAN FRANCISCO,CA94104     		NONE NONPROFIT, NON-FOUND CENTER FOR CARE INNOVATIONS INSTITUTE 1,000,000
    TIDES CENTER
    225 BUSH ST
    SAN FRANCISCO,CA94104     		NONE NONPROFIT, NON-FOUND CALIFORNIA HEALTH REPORT 175,000
    TIDES CENTER
    225 BUSH ST
    SAN FRANCISCO,CA94104     		NONE NONPROFIT, NON-FOUND CENTER FOR CARE INNOVATIONS INSTITUTE 2,000,000
    UNITED WAY OF GREATER LOS ANGELES
    ATT CENTER 1150 S OLIVE ST T500
    LOS ANGELES,CA90015     		NONE NONPROFIT, NON-FOUND GENERAL OPERATING SUPPORT 25,000
    UNIVERSITY OF SOUTHERN CALIFORNIA
    734 W ADAMS BLVD
    LOS ANGELES,CA90007     		NONE NONPROFIT, NON-FOUND CALIFORNIA HEALTH JOURNALISM FELLOWSHIP 299,778
    WEAVE INC
    999 CORPORATE WAY 225
    SACRAMENTO,CA95831     		NONE NONPROFIT, NON-FOUND LEVERAGING COLLABORATION TO END DOMESTIC VIOLENCE: ADDRESSING ROOT CAUSES OF DOMESTIC VIOLENCE THROUGH A MULTISECTOR COLLABORATION IN SOUTH SACRAMENTO 400,000
    Total .................................bullet 3b 14,177,993
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 ...........     		         
    4 Dividends and interest from securities....     14 1,080,791  
    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 ............     		    18 -223,298  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aPREPAID EXCISE TAX     		      4,319  
    bDEFERRED TAX ADJUSTMENT       15,763  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 877,575 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    877,575
    (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 (2018)
    Form 990-PF (2018)
    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) (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) (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 (2018)
    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 Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    Name of the organization
    CALIFORNIA PHYSICIANS' SERVICE FDN
    DBA BLUE SHIELD OF CALIFORNIA FDN
    Employer identification number

    94-2822302
    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 isn't covered by the General Rule and/or the Special Rules doesn't 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 doesn't 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) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    CALIFORNIA PHYSICIANS' SERVICE FDN
    DBA BLUE SHIELD OF CALIFORNIA FDN         		Employer identification number
    94-2822302
    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
    BLUE SHIELD OF CALIFORNIA
     
    50 BEALE STREET
     
    SAN FRANCISCO, CA94105

    		$ 40,000,000


    (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) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    CALIFORNIA PHYSICIANS' SERVICE FDN
    DBA BLUE SHIELD OF CALIFORNIA FDN         		Employer identification number

    94-2822302
    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) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    CALIFORNIA PHYSICIANS' SERVICE FDN
    DBA BLUE SHIELD OF CALIFORNIA FDN         		Employer identification number

    94-2822302
    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) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 AccountingFeesSchedule
    Name:
    CALIFORNIA PHYSICIANS' SERVICE FDN
     
    DBA BLUE SHIELD OF CALIFORNIA FDN
    EIN:
    94-2822302
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 41,297 0   41,297

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

    TY 2018 ExpenditureResponsibilityStmt
    Name:
    CALIFORNIA PHYSICIANS' SERVICE FDN
     
    DBA BLUE SHIELD OF CALIFORNIA FDN
    EIN:
    94-2822302
    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
    BLUEPATH HEALTH INC
          		929 SIR FRANCIS DRAKE BLVD SUITE
    101C
    KENTFIELD,CA94904     		2018-12-08 300,000 TO PROVIDE TECHNICAL ASSISTANCE TO LOCAL HEALTH CARE SAFETY NET SYSTEMS IMPLEMENTING ELECTRONIC CONSULTATION AND REFERRAL AND TO ADVANCE POLICY THAT WILL PROMOTE SUSTAINABILITY OF THIS CARE DELIVERY TRANSFORMATION.   NO DIVERSION OF GRANT FUNDS WAS FOUND NONE IN 2018. FINAL REPORT DUE 2/1/2020   BSCF STAFF WILL VERIFY THE GRANT REPORTS RECEIVED ONCE THEY ARE SUBMITTED
    BLUE SKY CONSULTING GROUP LLC
          		1939 HARRISON STREET SUITE 211
    OAKLAND,CA94612     		2018-12-08 299,855 TO PROVIDE TECHNICAL ASSISTANCE TO LOCAL AND REGIONAL LEADERS WILLING TO EXPLORE ALTERNATIVE "CARVE-IN" FINANCING MODELS AND PILOTS THAT COULD FURTHER BEHAVIORAL HEALTH INTEGRATION POLICY AND PRACTICE IN THE CALIFORNIA SAFETY NET.   NO DIVERSION OF GRANT FUNDS WAS FOUND NONE IN 2018. INTERIM REPORT DUE 2/1/2020; FINAL REPORT DUE 2/1/2021   BSCF STAFF WILL VERIFY THE GRANT REPORTS RECEIVED ONCE THEY ARE SUBMITTED
    BLUE CROSS BLUE SHIELD OF MASSACHUSETTS FOUNDATION
          		101 HUNTINGTON AVENUE SUITE 1300
    BOSTON,MA021997611     		2018-09-08 20,000 TO SUPPORT A CALIFORNIA HEALTHCARE JOURNALIST'S PARTICIPATION IN THE 2018-9 NATIONAL HEALTH COVERAGE FELLOWSHIP.   NO DIVERSION OF GRANT FUNDS WAS FOUND NONE IN 2018. FINAL REPORT DUE 2/1/2020   BSCF STAFF WILL VERIFY THE GRANT REPORTS RECEIVED ONCE THEY ARE SUBMITTED
    KEECHA HARRIS & ASSOCIATES INC
          		1401 DOUG BAKER BOULEVARD SUITE
    107-219
    BIRMINGHAM,AL35242     		2018-08-31 50,000 TO SUPPORT DEVELOPMENT OF A PEER-TO-PEER LEARNING NETWORK FOR FOUNDATION CEOS TO BE CHAMPIONS FOR RACIAL EQUITY IN THEIR OWN ORGANIZATIONS.   NO DIVERSION OF GRANT FUNDS WAS FOUND NONE IN 2018. FINAL REPORT DUE 10/1/2019   BSCF STAFF WILL VERIFY THE GRANT REPORTS RECEIVED ONCE THEY ARE SUBMITTED
    FANNIE E RIPPEL FOUNDATION
          		14 MAPLE AVENUE SUITE 200
    MORRISTOWN,NJ07960     		2018-09-08 1,000,000 TO USE AN INFORMED AND COLLABORATIVE DESIGN PROCESS TO CREATE THE INSIGHTS AND PATHWAYS TO HELP NATIONAL, REGIONAL, AND SECTOR LEADERS NAVIGATE THE FUTURE FOR HEALTH. IT WILL INFORM AND CATALYZE THE ACTIONS AND DECISIONS OF PHILANTHROPIES, MULTISECTOR PARTNERSHIPS, HEALTH SYSTEMS, POLICYMAKERS, EMPLOYERS, PAYERS, AND THOSE BEYOND THE BOUNDARIES OF THE PROJECT, WHO WILL CONSEQUENTLY BE POSITIONED TO BRING ABOUT A NEW ERA OF HEALTH. FORESIGHT WILL CREATE A SHARED, COMPELLING VISION THAT EVOLVES FROM A BALANCED AND INFORMED EXPLORATION OF OUR POSSIBLE FUTURES.   NO DIVERSION OF GRANT FUNDS WAS FOUND NONE IN 2018. INTERIM REPORT: 2/1/2019 AND 5/1/2019; INTERIM REPORT DUE 2/1/   BSCF REVIEWED GRANTEE REPORTS BUT DID NOT VERIFY FURTHER
    HEALTHBEGINS LLC
          		2600 W OLIVE AVE SUITE 500
    BURBANK,CA91505     		2018-05-11 25,000 TO PRODUCE A SERIES OF CASE STUDIES TO IDENTIFY CHALLENGES AND OPPORTUNITIES EXPERIENCED BY MEDI-CAL STAKEHOLDERS IN CALIFORNIA RELATED TO THE USE OF STRATEGIC AND OPERATIONAL FRAMEWORKS TO MOVE UPSTREAM.   NO DIVERSION OF GRANT FUNDS WAS FOUND FINAL REPORT: 11/01/2018   BSCF REVIEWED GRANTEE REPORTS BUT DID NOT VERIFY FURTHER
    CALIFORNIA ASSOCIATION OF PUBLIC HOSPITALS AND HEALTH SYSTEMS
          		70 WASHINGTON STREET SUITE 215
    KENSINGTON,CA946073795     		2018-03-08 150,000 TO DEVELOP AND IMPLEMENT A STRATEGY THAT PREPARES AND SUPPORTS PUBLIC HEALTH CARE SYSTEMS IN MAKING THE REQUIRED SHIFTS TO BE SUCCESSFUL BEYOND THE CONCLUSION OF THE MEDI-CAL 2020 WAIVER, INCLUDING ENHANCING DATA CAPACITY, INCREASING QUALITY IMPROVEMENT CAPACITY, INCREASING FOCUS ON PREVENTION STRATEGIES AND SHARING LESSONS LEARNED.   NO DIVERSION OF GRANT FUNDS WAS FOUND NONE IN 2018. FINAL REPORT: 5/1/2019   BSCF REVIEWED GRANTEE REPORTS BUT DID NOT VERIFY FURTHER
    GOBEE GROUP LLC
          		2323 BROADWAY
    OAKLAND,CA946122016     		2017-12-07 803,505 TO DEVELOP AND IMPLEMENT A CO-DESIGN LAB THAT ENGAGES GRASSROOTS LEADERS, POLICYMAKERS AND RESEARCHERS TO REFLECT, LEARN, AND CO-CREATE NEW STRATEGIES FOR COMMUNITY-LEVEL PREVENTION AT THE INTERSECTION OF HEALTH AND DOMESTIC VIOLENCE.   NO DIVERSION OF GRANT FUNDS WAS FOUND INTERIM REPORT: 7/2/2018; FINAL REPORT: 2/1/2019   BSCF REVIEWED GRANTEE REPORTS BUT DID NOT VERIFY FURTHER

    TY 2018 GeneralExplanationAttachment
    Name:
    CALIFORNIA PHYSICIANS' SERVICE FDN
     
    DBA BLUE SHIELD OF CALIFORNIA FDN
    EIN:
    94-2822302
    Identifier Return Reference Explanation
    OTHER INCREASES AND DECREASES IN NET ASSETS FORM 990-PF, PART III ASSETS OR FUND BALANCES:CALIFORNIA PHYSICIAN'S SERVICE (DBA BLUE SHIELD OF CALIFORNIA, INC.), A SUBSTANTIAL CONTRIBUTOR, PAID THE FOUNDATION'S STAFFING COST AND MUCH OF ITS ADMINISTRATIVE COSTS. CALIFORNIA PHYSICIANS' SERVICE (DBA BLUE SHIELD OF CALIFORNIA, INC.) RECEIVED NO REIMBURSEMENT OR COMPENSATION FOR THESE COSTS, WHICH WERE RECORDED AS AN IN-KIND GIFT BY THE FOUNDATION. THE ESTIMATED VALUE OF THE ADMINISTRATIVE COSTS AND PERSONNEL PROVIDED TO THE FOUNDATION WAS APPROXIMATELY: $4,551,870.
    OTHER REVENUE - RELATED FORM 990-PF, PART XVI-A, COLUMN E THE TOTAL OTHER REVENUE OF $20,082 INCLUDES $4,319 PREPARED EXCISE TAX AND $15,763 DEFERRED TAX ADJUSTMENT.

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    CALIFORNIA PHYSICIANS' SERVICE FDN
     
    DBA BLUE SHIELD OF CALIFORNIA FDN
    EIN:
    94-2822302
    Name of Stock End of Year Book Value End of Year Fair Market Value
    U.S. COMMON STOCK 13,044,273 13,044,273

    TY 2018 InvestmentsOtherSchedule2
    Name:
    CALIFORNIA PHYSICIANS' SERVICE FDN
     
    DBA BLUE SHIELD OF CALIFORNIA FDN
    EIN:
    94-2822302
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    FIXED INCOME FUNDS FMV 12,665,971 12,665,971

    TY 2018 OtherAssetsSchedule
    Name:
    CALIFORNIA PHYSICIANS' SERVICE FDN
     
    DBA BLUE SHIELD OF CALIFORNIA FDN
    EIN:
    94-2822302
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ACCRUED INVESTMENT INCOME 44,623 116,719 116,719
    EXCISE TAX RECEIVABLE 0 293,285 293,285


    TY 2018 OtherDecreasesSchedule
    Name:
    CALIFORNIA PHYSICIANS' SERVICE FDN
     
    DBA BLUE SHIELD OF CALIFORNIA FDN
    EIN:
    94-2822302
    Description Amount
    UNREALIZED LOSS ON INVESTMENTS 564,871
    IN-KIND GIFTS OF PERSONNEL, ADMINISTRATIVE SERVICES, AND FACILITIES 4,551,870


    TY 2018 OtherExpensesSchedule
    Name:
    CALIFORNIA PHYSICIANS' SERVICE FDN
     
    DBA BLUE SHIELD OF CALIFORNIA FDN
    EIN:
    94-2822302
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BOARD MEETING EXPENSES 29,762 0   29,762
    EVENTS - HOSTED 4,584 0   4,584
    HONORARIA 10,400 0   10,400
    INTERNAL/TEAM MEETINGS 15,356 0   15,356
    IT / TELECOMMUNICATIONS 113,375 0   113,375
    LICENSE & FEES 520 0   520
    MARKETING 42,450 0   42,450
    MEMBERSHIPS 11,415 0   11,415
    OFFICE SUPPLIES 15,424 0   15,424
    STAFF TRAINING & DEVELOPMENT 64,301 0   64,301
    STATE FILING FEE 285 0   285
    SUBSCRIPTIONS 11,845 0   11,845


    TY 2018 OtherIncomeSchedule2
    Name:
    CALIFORNIA PHYSICIANS' SERVICE FDN
     
    DBA BLUE SHIELD OF CALIFORNIA FDN
    EIN:
    94-2822302
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PREPAID EXCISE TAX 4,319   4,319
    DEFERRED TAX ADJUSTMENT 15,763   15,763


    TY 2018 OtherIncreasesSchedule
    Name:
    CALIFORNIA PHYSICIANS' SERVICE FDN
     
    DBA BLUE SHIELD OF CALIFORNIA FDN
    EIN:
    94-2822302
    Description Amount
    IN-KIND GIFTS OF PERSONNEL, ADMINISTRATIVE SERVICES, AND FACILITIES 4,551,870


    TY 2018 OtherLiabilitiesSchedule
    Name:
    CALIFORNIA PHYSICIANS' SERVICE FDN
     
    DBA BLUE SHIELD OF CALIFORNIA FDN
    EIN:
    94-2822302
    Description Beginning of Year - Book Value End of Year - Book Value
    EXCISE TAX 101,797 0


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    CALIFORNIA PHYSICIANS' SERVICE FDN
     
    DBA BLUE SHIELD OF CALIFORNIA FDN
    EIN:
    94-2822302
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROGRAM CONSULTING & EVALUATION 2,469,443 0   2,310,053
    INVESTMENT MANAGEMENT FEES 48,658 48,658   0