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.
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
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. 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$22,149,941
J 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) 49,000,000
2 Check bullet.............
3 Interest on savings and temporary cash investments 63,009 63,009  
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........ 49,063,009 63,009  
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)......... 2,382 0   2,382
b Accounting fees (attach schedule)....... 24,132 0   24,132
c Other professional fees (attach schedule).... 3,531,658 97   3,531,792
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 461,494 0   79,793
22 Printing and publications.......... 17,093 0   17,093
23 Other expenses (attach schedule)....... 84,165 0   74,432
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 4,120,924 97   3,729,624
25 Contributions, gifts, grants paid....... 37,057,713 36,064,327
26 Total expenses and disbursements. Add lines 24 and 25 41,178,637 97   39,793,951
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 7,884,372
b Net investment income (if negative, enter -0-) 62,912
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.............      
2 Savings and temporary cash investments......... 13,069,010 4,903,672 4,903,672
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet16,011,544
Less: allowance for doubtful accounts bullet   17,587 16,011,544 16,011,544
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 attachment1,304,502 Click to see attachment1,234,725 Click to see attachment1,234,725
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 14,391,099 22,149,941 22,149,941
Liabilities 17 Accounts payable and accrued expenses.......... 16,149 407,353
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 attachment6,165,559 Click to see attachment5,696,830
23 Total liabilities (add lines 17 through 22)......... 6,181,708 6,104,183
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.................. 6,839,581 -1,253,242
25 Temporarily restricted............... 1,369,810 17,299,000
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)..... 8,209,391 16,045,758
31 Total liabilities and net assets/fund balances (see instructions). 14,391,099 22,149,941
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
8,209,391
2
Enter amount from Part I, line 27a .....................
2
7,884,372
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
21,772
4
Add lines 1, 2, and 3 ..........................
4
16,115,535
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
69,777
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
16,045,758
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.)
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))
2017 40,645,674 13,148,730 3.091224
2016 45,572,424 9,164,524 4.972700
2015 30,087,520 8,545,990 3.520659
2014 27,115,627 7,926,287 3.420975
2013 22,752,989 3,925,899 5.795612
2
Total of line 1, column (d) .....................
2
20.801170
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
4.160234
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
3,660,500
5
Multiply line 4 by line 3......................
5
15,228,537
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
629
7
Add lines 5 and 6........................
7
15,229,166
8
Enter qualifying distributions from Part XII, line 4,.............
8
39,793,951
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 1 629
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........................... 3 629
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- ..... 5 629
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 3,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 26
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 2,345
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet2,345 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 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.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 —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
    MARIANNE SHORT CHAIRMAN
    0.50
    0 0 0
    9900 BREN ROAD EAST
    MINNETONKA,MN55343
    TRACY MALONE PRESIDENT
    25.00
    0 0 0
    9900 BREN ROAD EAST
    MINNETONKA,MN55343
    PETER RAINEY TREASURER
    0.50
    0 0 0
    9900 BREN ROAD EAST
    MINNETONKA,MN55343
    FARAZ CHOUDHARY 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
    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
    HEATHER CIANFROCCO DIRECTOR
    0.50
    0 0 0
    9900 BREN ROAD EAST
    MINNETONKA,MN55343
    TERRY CLARK DIRECTOR
    0.50
    0 0 0
    9900 BREN ROAD EAST
    MINNETONKA,MN55343
    KRISTY DUFFEY 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
    THOMAS WIFFLER DIRECTOR
    0.50
    0 0 0
    9900 BREN ROAD EAST
    MINNETONKA,MN55343
    TAMI RELLER DIRECTOR
    0.50
    0 0 0
    9900 BREN ROAD EAST
    MINNETONKA,MN55343
    CHRISTOPHER STIDMAN PRESIDENT-OUTGOING
    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
    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
    ARUNDEL METRICS CONSULTING FOR AMERICA'S HEALTH RANKINGS 1,486,803
    175 ARUNDEL STREET
    ST PAUL,MN55102
    THE GLOVER PARK GROUP LLC CONSULTING FOR KEY PROGRAMS 834,735
    1025 F ST NW 9TH FLR
    WASHINGTON,DC20004
    RESERVOIR COMMUNICATIONS GROUP CONSULTING FOR AMERICA'S HEALTH RANKINGS 730,949
    1200 NEW HAMPSHIRE AVE NW STE 502
    WASHINGTON,DC20036
    J WALTER THOMPSON CONSULTING FOR KEY PROGRAMS 279,018
    1300 NICOLLET MALL 5TH FL
    MINNEAPOLIS,MN55403
    PERISCOPE CONSULTING FOR KEY PROGRAMS 75,439
    921 WASHINGTON AVE S
    MINNEAPOLIS,MN55415
    Total number of others receiving over $50,000 for professional services.............bullet6
    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:THE FOUNDATION CONDUCTS THE AMERICA'S HEALTH RANKINGS, WHICH IS A STATE-BY-STATE ANALYSIS OF THE NATION'S HEALTH. AMERICA'S HEALTH RANKINGS HAS SERVED AS A CALL TO ACTION FOR HEALTHIER PEOPLE AND THEIR COMMUNITIES FOR NEARLY 30 YEARS, AND HAS GROWN TO INCLUDE REPORTS THAT EXAMINE THE HEALTH OF SENIORS AGED 65+, WOMEN AND CHILDREN, AND THOSE WHO HAVE SERVED IN THE U.S. ARMED FORCES. 3,167,698
    2 TRANSFORMING HEALTH WITH COMMUNITIES:THE FOUNDATION IS COMMITTED TO SOURCING, DEVELOPING AND SUPPORTING INNOVATIVE AND EVIDENCE-BASED IDEAS THAT WILL HELP THE HEALTH SYSTEM WORK BETTER. TO DO THIS, WE IDENTIFY MEANINGFUL PARTNERS AND INITIATIVES THAT WE BELIEVE HAVE THE POTENTIAL TO LEAD TO IMPROVED ACCESS TO CARE, BETTER HEALTH OUTCOMES, AND HEALTHIER COMMUNITIES, AND ARE SCALABLE. AS AN EXAMPLE, THE FOUNDATION RECENTLY PARTNERED WITH THE CANKDESKA CIKANA COMMUNITY COLLEGE, A TRIBAL COLLEGE IN NORTH DAKOTA, TO ADDRESS HIGH RATES OF SUBSTANCE ABUSE IN THE COMMUNITY. SUPPORT FROM THE FOUNDATION FUNDS THE RENOVATION OF A FORMER GROUP HOME INTO THE REGION'S ONLY RESIDENTIAL SUBSTANCE ABUSE TREATMENT CENTER, AND ALSO PROVIDES TECHNICAL ASSISTANCE TO DEVELOP A WORKFORCE STAFFING MODEL THAT ENABLES CULTURALLY-COMPETENT CARE AND PROMOTES LONG-TERM RECOVERY. 100,040
    3 DIVERSE SCHOLARS INITIATIVE: DEVELOPING THE FUTURE HEALTH WORKFORCE AND IMPROVING COMMUNITY WELL-BEING:THIS INITIATIVE SUPPORTS THE FOUNDATION'S COMMITMENT TO IMPROVE HEALTH BY INCREASING THE NUMBER OF HEALTH PROFESSIONALS FROM MULTICULTURAL BACKGROUNDS. HUNDREDS OF UNITED HEALTH FOUNDATION DIVERSE SCHOLARS ARE WORKING TO ATTAIN THEIR HIGHER EDUCATION GOALS AND EVENTUALLY WILL START CAREERS IN THE HEALTH INDUSTRY. THESE STUDENTS WHO OFTEN COME FROM LOWER-INCOME MULTICULTURAL BACKGROUNDS WILL INCREASE THE NUMBER OF QUALIFIED, YET UNDERREPRESENTED, HEALTH CARE PROFESSIONALS ENTERING THE WORKFORCE. 2,986,481
    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 (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
    0
    b
    Average of monthly cash balances.......................
    1b
    3,716,244
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,716,244
    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
    3,716,244
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    55,744
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,660,500
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    183,025
    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
    183,025
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    629
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    629
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    182,396
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    182,396
    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
    182,396
    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
    39,793,951
    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
    39,793,951
    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
    629
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    39,793,322
    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 7 182,396
    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...... 22,556,702
    b From 2014...... 26,719,335
    c From 2015...... 29,660,314
    d From 2016...... 45,114,610
    e From 2017...... 40,381,025
    fTotal of lines 3a through e........ 164,431,986
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 39,793,951
    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..... 182,396
    e Remaining amount distributed out of corpus 39,611,555
    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 5 204,043,541
    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) ...
    22,556,702
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......
    181,486,839
    10 Analysis of line 9:
    a Excess from 2014.... 26,719,335
    b Excess from 2015.... 29,660,314
    c Excess from 2016.... 45,114,610
    d Excess from 2017.... 40,381,025
    e Excess from 2018.... 39,611,555
    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 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 (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
    AMERICAN INDIAN COLLEGE FUND
    8333 GREENWOOD BLVD
    DENVER,CO80221
      PC UNITED HEALTH FOUNDATION TRIBAL SCHOLARS PROGRAM 230,000
    AMERICAN NURSES FOUNDATION
    8515 GEORGIA AVE 400
    SILVER SPRING,MD20910
      PC CREATION OF THE JEANNINE RIVET FELLOWSHIP IN PARTNERSHIP WITH THE AMERICAN NURSES FOUNDATION 120,000
    APPALACHIAN AGENCY FOR SENIOR CITIZENS
    PO BOX 765
    CEDAR BLUFF,VA24609
      PC 2018 SUPPORT OF APPALACHIAN AGENCY FOR SENIOR CITIZENS 5,000
    ARIZONA PUBLIC HEALTH ASSOC
    700 E JEFFERSON ST STE 100
    PHOENIX,AZ85034
      PC 2018 SPRING CONFERENCE SPONSORSHIP & EXHIBITION 4,000
    ASIAN & PACIFIC ISLANDER AMERICAN
    2025 M ST NW 610
    WASHINGTON,DC20036
      PC APIASF / UNITED HEALTH FOUNDATION SCHOLARSHIP 185,000
    BEST PREP
    7100 NORTHLAND CIR N 120
    MINNEAPOLIS,MN55428
      PC BESTPREP/UNITEDHEALTH EMENTORS AND CAREER DAY PARTNERSHIP 10,000
    BLACK GIRLS CODE
    2323 BROADWAY
    OAKLAND,CA94612
      PC 2018 DATAPALOOZA CHARITABLE GIFT 2,000
    BLUE STAR FAMILIES
    PO BOX 230637
    ENCINITAS,CA92023
      PC WHITE OAK SPONSORSHIP & CELEBRATION SPONSORSHIP 50,000
    BOYS & GIRLS CLUB
    690 JACKSON ST
    ST PAUL,MN55130
      PC 2018 CLUB LEVEL SPONSOR - FOR THE KIDS! 20,000
    BYTE BACK
    899 N CAPITOL ST NE
    WASHINGTON,DC20002
      PC 2018 DATAPALOOZA CHARITABLE GIFT 1,000
    CANKDESKA CIKANA COMMUNITY COLLEGE
    PO BOX 269
    FT TOTTEN,ND58335
      PC TIOSPAYE OKCIYAPI TIPI (HOME OR PLACE FOR FAMILIES HELPING FAMILIES) FOR THE SPIRIT LAKE DAKOTA RESERVATION COMMUNITY. 738,000
    CHILD HEALTH INVESTMENT PARTNERSHIP
    1201 3RD ST SW
    ROANOKE,VA24016
      PC 2018 SUPPORT OF CHILD HEALTH INVESTMENT PARTNERSHIP 5,000
    CHILDRENS HEARTLINK
    5075 ARCADIA AVE
    MINNEAPOLIS,MN55436
      PC 2018 HEARTLINK GALA PLATINUM SPONSORSHIP 25,000
    CHILDRENS HOSPITALS & CLINICS OF MN
    5901 LINCOLN DR
    EDINA,MN55436
      PC 2018 STAR GALA SUPPORT 25,000
    CIRCLE THE CITY
    300 W CLARENDON AVE STE 200
    PHOENIX,AZ85013
      PC INTEGRATIVE HEALTH ASSESSMENT AND TREATMENT FOR VULNERABLE HOMELESS INDIVIDUALS 375,000
    CLIMB
    1001 WEST 31ST STREET
    CHEYENNE,WY82001
      PC SCALING THE CLIMB WYOMING MODEL TO IMPROVE SOCIAL DETERMINANTS OF HEALTH OUTCOMES FOR SINGLE MOTHERS IN POVERTY. 500,000
    CONGRESSIONAL BLACK CAUCUS FOUNDATION
    1720 MASSACHUSETTS AVE NW
    WASHINGTON,DC20036
      PC SUPPORT CBCF LOUIS STOKES HEALTH SCHOLARS PROGRAM 70,638
    CONGRESSIONAL HISPANIC CAUCUS INSTITUTE
    1128 16TH ST NW
    WASHINGTON,DC20036
      PC CHCI-UNITED HEALTH SPONSORSHIP 287,750
    DISPENSARY OF HOPE
    2700 BRICK CHURCH PIKE
    NASHVILLE,TN37207
      PC 2018 SUPPORT OF DISPENSARY OF HOPE 5,000
    FHI360
    359 BLACKWELL STREET
    DURHAM,NC27701
      PC 2018 SUPPORT OF FHI360 5,000
    FOUNDATION FOR WOMANS
    100 WOMANS WAY
    BATON ROUGE,LA70817
      PC PREGNANCY SUBSTANCE MISUSE CASE MANAGEMENT PROGRAM 500,000
    FREE MEDICAL CLINIC OF OAK RIDGE
    116 E DIVISION ROAD
    OAK RIDGE,TN37830
      PC 2018 SUPPORT OF FREE MEDICAL CLINIC OF OAK RIDGE 5,000
    GUTHRIE THEATER
    818 S 2ND ST
    MINNEAPOLIS,MN55415
      PC 2017/2018 GUTHRIE THEATRE SPONSORSHIP 50,000
    HELEN ROSS MCNABB CENTER
    201 W SPRINGDALE AVE
    KNOXVILLE,TN37921
      PC ENGAGING INDIVIDUALS WHO HAVE BEEN ADMINISTERED NARCAN IN COMMUNITY SERVICES THROUGH HARM REDUCTION AND CONTINUAL ENGAGEMENT 175,000
    HELPING HANDS OF VEGAS VALLEY INC
    2320 PASEO DEL PRADO B203-204
    LAS VEGAS,NV89102
      PC SOCIAL RESPONSIBILITY DONATIONS - 2018 APC SUMMIT 5,000
    HOPE FAMILY HEALTH SERVICES
    1124 NEW HIGHWAY 52 E
    WESTMORELAND,TN37186
      PC INTEGRATING PHARMACY SERVICES WITHIN THE PRIMARY CARE SETTING TO OPTIMIZE MEDICATION-RELATED OUTCOMES. 203,345
    JACKIE ROBINSON FOUNDATION INC
    75 VARICK ST 2ND FLOOR
    NEW YORK,NY10013
      PC MENTORING AND LEADERSHIP DEVELOPMENT PROGRAM (MLDP) 140,094
    LIGHTHOUSE YOUTH SERVICES
    401 E MCMILLAN ST
    CINCINNATI,OH45206
      PC IMPROVE SERVICE DELIVERY FOR CLIENTS ACROSS THE AGENCY BY PROVIDING ENHANCED CARE COORDINATION AND INCREASED ACCESS TO ASSESSMENTS AND MENTAL AND PHYSICAL HEALTH SERVICES. 215,000
    LOUISIANA CANCER RESEARCH CENTER
    1700 TULANE AVE
    NEW ORLEANS,LA70112
      PC CREATION AND IMPLEMENTATION OF A LOUISIANA STATEWIDE CANCER STRATEGY 250,000
    MCKESSON MEDICAL SURGICAL
    P O BOX 630693
    CINCINNATI,OH45263
      PC 2018 UNITED HEALTH FOUNDATION SUPPORT FOR HURRICANE FLORENCE RELIEF EFFORTS - SUPPLIES 6,554
    MINNEAPOLIS INSTITUTE OF ARTS
    2400 THIRD AVE SOUTH
    MINNEAPOLIS,MN55404
      PC 2018 SUPPORT FOR MINNEAPOLIS INSTITUTE OF ART 73,200
    NATIONAL ASSOC OF HISPANIC NURSES
    1500 SUNDAY DRIVE 120
    RALEIGH,NC27607
      PC UNITED HEALTH FOUNDATION NATIONAL ASSOCIATION OF HISPANIC NURSES SCHOLARSHIP 97,192
    NATIONAL HISPANIC HEALTH FOUNDATION
    1920 L STREET NW SUITE 725
    WASHINGTON,DC20036
      PC NATIONAL HISPANIC HEALTH PROFESSIONAL STUDENT SCHOLARSHIP AND MENTORSHIP PROGRAM 141,500
    NATIONAL MEDICAL FELLOWSHIPS INC
    347 5TH AVE 510
    NEW YORK,NY10016
      PC THE UNITED HEALTH FOUNDATION/NMF DIVERSE MEDICAL SCHOLARS PROGRAM 259,250
    OPERATION GRATITUDE
    PO BOX 260257
    ENCINO,CA91426
      PC 2018 OPERATIONAL SUPPORT OF OPERATION GRATITUDE 5,000
    PARTNERSHIP FOR STRONG COMMUNITIES
    227 LAWRENCE ST
    HARTFORD,CT06106
      PC PRESENTING SPONSORSHIP - PARTNERSHIP FOR STRONG COMMUNITIES IFORUM 2018 3,000
    PATHWAYS
    PO BOX 790
    ASHLAND,KY41105
      PC THE EXPANSION OF MENTAL HEALTH SERVICES FOR CHILDREN IN EASTERN KENTUCKY USING TELEHEALTH 205,000
    RECIPE FOR SUCCESS FOUNDATION
    PO BOX 56405
    HOUSTON,TX77256
      PC HOPE FARMS SHOWCASE & FARMER TRAINING CENTER 200,000
    RENSSELAER POLYTECHNIC INSTITUTE
    110 8TH STREET
    TROY,NY12180
      PC THE RENSSELAER HEALTH INCITE PIPELINE 383,336
    ROCHESTER PRIMARY CARE NTWKPROF FEES
    259 MONROE AVE
    ROCHESTER,NY14607
      PC BEHAVIORAL HEALTH INTEGRATION IN THE PRIMARY CARE SETTING 488,969
    RXOUTREACH
    3171 RIVERPORT TECH CENTER DR
    MARYLAND HEIGHTS,MO63043
      PC 2018 SUPPORT OF RXOUTREACH 5,000
    SEED SPOT
    502 S 2ND STREET
    PHOENIX,AZ85004
      PC 2018 SUPPORT OF SEED SPOT 1,000
    SHATTERPROOF
    135 WEST 41ST ST 6TH FL
    NEW YORK,NY10036
      PC SHATTERPROOF PARENT SUPPORT GROUP MODEL PILOT 125,000
    SPECIAL OLYMPICS
    PO BOX 95005
    LAS VEGAS,NV89193
      PC 2018 OPERATIONAL SUPPORT OF SPECIAL OLYMPICS 5,000
    SRVS
    3971 KNIGHT ARNOLD ROAD
    MEMPHIS,TN38118
      PC 2018 SUPPORT OF SRVS 5,000
    ST MARYS HEALTH WAGON
    PO BOX 7070
    WISE,VA24293
      PC FACING HEALTHCARE ACCESS CHALLENGES: EXPANSION OF PRIMARY AND SPECIALTY CARE IN CENTRAL APPALACHIA 166,500
    STAPLES ADVANTAGE CHARITY
    PO BOX 70242
    PHILADELPHIA,PA19176
      PC 2018 SUPPORT FOR HURRICANE FLORENCE RELIEF EFFORTS - SUPPLIES 11,193
    SUSANNAHS HOUSE INC
    923 DAMERON AVE
    KNOXVILLE,TN37921
      PC 2018 SUPPORT OF SUSANNAHS HOUSE 5,000
    TEXAS HEALTH INSTITUTE
    8501 N MOPAC EXPRESSWAY 170
    AUSTIN,TX78759
      PC AMERICAS HEALTH RANKINGS HEALTH OF WOMEN WHO HAVE SERVED REPORT 168,000
    THE GOVERNORS PREVENTION PARTNERSHIP
    30 JORDAN LN
    WETHERSFIELD,CT06109
      PC CLOSING THE GAP TO PREVENT SUBSTANCE ABUSE AMONG HISPANIC/LATINO FAMILIES AND YOUTH IN GRADES 4-12 IN HARTFORD, CONNECTICUT 361,609
    THE ST PAUL CHAMBER ORCHESTRA
    408 ST PETER ST 3RD FLR
    ST PAUL,MN55102
      PC ST PAUL ORCHESTRA ANNUAL FUND SUPPORT 10,000
    TIDEPOOL
    555 BRYANT STREET 429
    PALO ALTO,CA94301
      PC 2018 SUPPORT OF TIDEPOOL 5,000
    UNITED NEGRO COLLEGE FUND INC
    1805 7TH ST NW
    WASHINGTON,DC20001
      PC UNITED HEALTH FOUNDATION| UNCF DIVERSE SCHOLARS INITIATIVE 131,308
    UNIVERSITY OF HOUSTON
    EZEKIEL CULLEN BLDG
    HOUSTON,TX77204
      PC A COMMUNITY COLLABORATIVE FOR PREVENTING AND TREATING OBESITY IN UNDERSERVED COMMUNITIES IN HOUSTON 730,096
    UNIVERSITY OF KENTUCKY
    800 ROSE ST CC453
    LEXINGTON,KY40536
      PC ERADICATE ORAL CANCER IN EASTERN KENTUCKY 200,000
    UNIVERSITY OF MINNESOTA
    200 OAK ST SE 500
    MINNEAPOLIS,MN55455
      PC THE INTERSECTION OF BUSINESS, ANALYTICS AND HEALTH: PREPARING TALENT TO INFLUENCE HEALTHCARE 386,736
    UNIVERSITY OF NEVADA LV FOUNDATION
    4505 SOUTH MARYLAND PARKWAY
    LAS VEGAS,NV89154
      PC UNLV SCHOOL OF MEDICINE SUPPORT 602,000
    UNIVERSITY OF NORTH CAROLINA
    AT CHAPEL HILL OFFICE OF SPONSORED
    RESEARCH UNC 5-59493
    ATLANTA,GA30384
      PC PROJECT ENABLE: EXTENSIBLE NETWORK-ACCESSIBLE BIOMEDICAL & HEALTH INFORMATICS LONG-TERM LEARNING ENVIRONMENT 835,358
    UNIVERSITY OF WISCONSIN
    1848 UNIVERSITY AVE
    MADISON,WI53726
      PC HONORARIUM FOR PARTICIPATION IN THE AHR SCIENTIFIC ADVISORY COUNCIL 1,000
    VILLAGE FOR FAMILIES AND CHILDREN
    1680 ALBANY AVENUE
    HARTFORD,CT06105
      PC TWO-GENERATION PEDIATRICS: INTEGRATING INTERGENERATIONAL FAMILY SERVICES INTO PRIMARY CARE 459,635
    WALKER ART CENTER
    725 VINELAND PL
    MINNEAPOLIS,MN55403
      PC 2018 SUPPORT- WALKER ART CENTER TOUR PROGRAM 50,000
    BENEVITY
    203 32 W 25TH AVE
    SAN MATEO,CA94403
      PC CORPORATE MATCH FOR EMPLOYEE GIVING - DETAILED LISTING AVAILABLE UPON REQUEST 25,730,064
    Total .................................bullet 3a 36,064,327
    bApproved for future payment
    BENEVITY
    203 32 W 25TH AVE
    SAN MATEO,CA94403
      PC CORPORATE MATCH FOR EMPLOYEE GIVING - DETAILED LISTING AVAILABLE UPON REQUEST 5,051,985
    METHODIST HEALTHCARE FOUNDATION
    1211 UNION AVENUE 450
    MEMPHIS,TN38104
      PC 2018 SUPPORT OF METHODIST HEALTHCARE FOUNDATION 5,000
    Total .................................bullet 3b 5,056,985
    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 ...........
        14 63,009  
    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 63,009 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    63,009
    (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
    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 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
    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

    $ 49,000,000


    (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
    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) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    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) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 AccountingFeesSchedule
    Name:
    UNITED HEALTH FOUNDATION
    EIN:
    41-1941615
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    AUDIT 24,132 0   24,132

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

    TY 2018 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
    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. 500,000 NONE NOVEMBER 1, 2017, NOVEMBER 1, 2018 2018-11-01 MORE THAN 300 LETTERS OF INTEREST WERE RECEIVED IN THE INAUGURAL GRANT WINDOW, ULTIMATELY RESULTING IN 9 ORGANIZATIONS BEING AWARDED GRANTS. EACH ORGANIZATION COMPLETED A JOINTLY APPROVED GRANT AGREEMENT INCLUDING A DETAILED REPORTING SCHEDULE. THE TOTAL INVESTED IN THIS ROUND OF GRANTS WAS $208,000. UHF AND WKF JOINTLY VALUED THE COMBINED EFFORT OF DESIGNING THE PROGRAM, ADMINISTERING IT AND THE GRANT INVESTMENTS AT $250,000. WKF ALSO DESIGNED AN INVESTMENT STRATEGY THAT RESULTED IN COMMUNITY IMPACT ON CHILDHOOD NUTRITION BY STATE - USING WKF'S CORE PROGRAMS SALAD BARS, SCHOOL GARDENS AND BEEHIVES. FUNDS WERE INVESTED TO PROVIDE GRANTS TO ALL ELIGIBLE APPLICANTS ON-HOLD IN WKF'S SYSTEM. THESE GRANTS ARE ADMINISTERED UNDER WFK'S GENERAL AGREEMENT & SYSTEM. EACH STATE RECEIVED A BLEND OF GRANTS BASED ON QUALIFIED APPLICANTS. SCHOOL GARDEN AND BEE HIVE GRANTS ARE $2,000 PER SCHOOL. SALAD BAR GRANTS ARE $3,000 PER SCHOOL.
    CHORD - AASHIRWAD
     
    RANGA REDDY DISTRICT
    GHMC   500090
    IN
    2014-11-26 143 GENERAL OPERATIONS   NONE REPORT NOT RECEIVED   REPORT NOT RECEIVED - AMOUNT HAS NOT BEEN EXPENDEDUHF HAS CHANGED ITS POLICY AND NO LONGER GIVES DIRECT GRANTS TO FOREIGN ORGANIZATIONS. THIS GRANTEE IS NO LONGER ELIGIBLE TO RECEIVE FUNDS FROM UHF. THIS WILL BE THE FINAL EXPENDITURE RESPONSIBILITY STATEMENT FILED FOR THIS GRANTEE.
    LITERACY INDIA
     
    J-1365 PALAM VIHAR
    GURGAON   122017
    IN
    2014-11-26 169 GENERAL OPERATIONS   NONE REPORT NOT RECEIVED   REPORT NOT RECEIVED - AMOUNT HAS NOT BEEN EXPENDEDUHF HAS CHANGED ITS POLICY AND NO LONGER GIVES DIRECT GRANTS TO FOREIGN ORGANIZATIONS. THIS GRANTEE IS NO LONGER ELIGIBLE TO RECEIVE FUNDS FROM UHF. THIS WILL BE THE FINAL EXPENDITURE RESPONSIBILITY STATEMENT FILED FOR THIS GRANTEE.
    VIRLANIE FOUNDATION
     
    4055 YAGUE ST BRGY SINGKAMAS
    MAKATI CITY METRO MANILA   1204
    RP
    2014-11-26 65 GENERAL OPERATIONS   NONE REPORT NOT RECEIVED   REPORT NOT RECEIVED - AMOUNT HAS NOT BEEN EXPENDEDUHF HAS CHANGED ITS POLICY AND NO LONGER GIVES DIRECT GRANTS TO FOREIGN ORGANIZATIONS. THIS GRANTEE IS NO LONGER ELIGIBLE TO RECEIVE FUNDS FROM UHF. THIS WILL BE THE FINAL EXPENDITURE RESPONSIBILITY STATEMENT FILED FOR THIS GRANTEE.

    TY 2018 LegalFeesSchedule
    Name:
    UNITED HEALTH FOUNDATION
    EIN:
    41-1941615
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL-CORPORATE 2,382 0   2,382


    TY 2018 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 1,304,502 1,234,725 1,234,725


    TY 2018 OtherDecreasesSchedule
    Name:
    UNITED HEALTH FOUNDATION
    EIN:
    41-1941615
    Description Amount
    CHANGE IN BENEFICIAL INTEREST 69,777


    TY 2018 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 4,579 0   4,579
    MISCELLANEOUS 10,708 0   975
    ADVERTISING 68,878 0   68,878


    TY 2018 OtherIncreasesSchedule
    Name:
    UNITED HEALTH FOUNDATION
    EIN:
    41-1941615
    Description Amount
    PRIOR PERIOD RESTATEMENT OF INCOME TAX EXPENSE 21,772


    TY 2018 OtherLiabilitiesSchedule
    Name:
    UNITED HEALTH FOUNDATION
    EIN:
    41-1941615
    Description Beginning of Year - Book Value End of Year - Book Value
    GRANTS PAYABLE 4,063,599 5,056,985
    OUTSTANDING GRANT CHECKS 1,688,043 639,845
    ACCRUED EXCISE TAXES 413,917 0


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    UNITED HEALTH FOUNDATION
    EIN:
    41-1941615
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CONSULTING 3,523,561 0   3,523,792
    INVESTMENT FEES 97 97   0
    PHYSICIAN ADVISOR FEES 8,000 0   8,000