-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
01-01-2019
, and ending
12-31-2019
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
,
CA
94104
A Employer identification number
94-2822302
B
Telephone number (see instructions)
(415) 229-6080
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
103,298,962
J
Accounting method:
Cash
Accrual
Other (specify)
(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)
1
Contributions, gifts, grants, etc., received (attach schedule)
40,000,034
2
Check
.............
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities
...
1,533,321
1,533,321
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
493,672
b
Gross sales price for all assets on line 6a
41,196,373
7
Capital gain net income (from Part IV, line 2)
...
29,767,907
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)
.......
6,701
0
12
Total.
Add lines 1 through 11
........
42,033,728
31,301,228
13
Compensation of officers, directors, trustees, etc.
78,500
0
78,500
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
46,095
0
46,095
c
Other professional fees (attach schedule)
....
2,860,965
49,662
2,811,303
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
718,844
0
0
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
128,538
0
128,538
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
487,315
0
584,596
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
4,320,257
49,662
3,649,032
25
Contributions, gifts, grants paid
.......
32,590,483
27,811,458
26
Total expenses and disbursements.
Add lines 24 and 25
36,910,740
49,662
31,460,490
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
5,122,988
b
Net investment income
(if negative, enter -0-)
31,251,566
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
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
1
Cash—non-interest-bearing
.............
324,934
519,338
519,338
2
Savings and temporary cash investments
.........
63,394,014
72,382,515
72,382,515
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
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)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
72,010
45,075
45,075
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
13,044,273
17,153,924
17,153,924
c
Investments—corporate bonds (attach schedule)
.......
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
12,665,971
13,088,013
13,088,013
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
410,004
110,097
110,097
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
89,911,206
103,298,962
103,298,962
17
Accounts payable and accrued expenses
..........
930,166
805,951
18
Grants payable
.................
14,363,993
19,143,018
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
)
0
178,559
23
Total liabilities
(add lines 17 through 22)
.........
15,294,159
20,127,528
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
74,617,047
83,171,434
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
29
Total net assets or fund balances
(see instructions)
.....
74,617,047
83,171,434
30
Total liabilities and net assets/fund balances
(see instructions)
.
89,911,206
103,298,962
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 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
74,617,047
2
Enter amount from Part I, line 27a
.....................
2
5,122,988
3
Other increases not included in line 2 (itemize)
3
8,419,173
4
Add lines 1, 2, and 3
..........................
4
88,159,208
5
Decreases not included in line 2 (itemize)
5
4,987,774
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
83,171,434
Form
990-PF
(2019)
Form 990-PF (2019)
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
2019-12-31
2019-12-31
b
PUBLICLY TRADED SECURITIES
2019-12-11
2019-12-11
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
1,203,900
702,667
501,233
b
39,992,473
10,725,799
29,266,674
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
501,233
b
29,266,674
c
d
e
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
29,767,907
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
...................
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?
Yes
No
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))
2018
21,445,110
60,526,795
0.354308
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
2
Total
of line 1, column (d)
.....................
2
2.812431
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
0.562486
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
74,387,514
5
Multiply line 4 by line 3
......................
5
41,841,935
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
312,516
7
Add lines 5 and 6
........................
7
42,154,451
8
Enter qualifying distributions from Part XII, line 4
,.............
8
31,460,490
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
(2019)
Form 990-PF (2019)
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
and enter “N/A" on line 1.
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
625,031
here
and 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
625,031
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
625,031
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
626,319
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
626,319
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
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
1,288
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
1,288
Refunded
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.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
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)
CA
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 2019 or the taxable year beginning in 2019? 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
(2019)
Form 990-PF (2019)
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 address
WWW.BLUESHIELDCAFOUNDATION.ORG
14
The books are in care of
DEBORAH CHANG CEO
Telephone no.
(415) 229-6080
Located at
315 MONTGOMERY STREET SUITE 1200
SAN FRANCISCO
CA
ZIP+4
94104
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
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
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?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(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)?
...............
Yes
No
(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.)
.......
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
........
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 2019?
.............
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 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
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.
20
,
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?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 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 2019.)
..................
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 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
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))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
.........
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?
..........
Yes
No
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract?
.....................
Yes
No
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?
Yes
No
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?
.................
Yes
No
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
EVELYN DILSAVER
BOARD CHAIR
2.00
20,000
0
0
C/O BLUE SHIELD OF CA FOUNDATION
315 MONTGOMERY STREET SUITE 1200
SAN FRANCISCO
,
CA
94104
SHARON KIMBERLY BELSHE
VICE CHAIR, GOVERNANCE COMMITTEE CHAIR
1.00
17,000
0
1,820
C/O BLUE SHIELD OF CA FOUNDATION
315 MONTGOMERY STREET SUITE 1200
SAN FRANCISCO
,
CA
94104
KATHERINE FLORES MD
AUDIT COMMITTEE CHAIR
1.00
8,000
0
1,966
C/O BLUE SHIELD OF CA FOUNDATION
315 MONTGOMERY STREET SUITE 1200
SAN FRANCISCO
,
CA
94104
ELIZA DANIELY-WOOLFOLK
TRUSTEE
1.00
11,000
0
1,065
C/O BLUE SHIELD OF CA FOUNDATION
315 MONTGOMERY STREET SUITE 1200
SAN FRANCISCO
,
CA
94104
MICHAEL A RODRIGUEZ MD MPH
TRUSTEE
1.00
18,500
0
3,651
C/O BLUE SHIELD OF CA FOUNDATION
315 MONTGOMERY STREET SUITE 1200
SAN FRANCISCO
,
CA
94104
GARY COHEN
TRUSTEE
1.00
0
0
0
C/O BLUE SHIELD OF CA FOUNDATION
315 MONTGOMERY STREET SUITE 1200
SAN FRANCISCO
,
CA
94104
MICHAEL MATHIAS
TRUSTEE
1.00
0
0
0
C/O BLUE SHIELD OF CA FOUNDATION
315 MONTGOMERY STREET SUITE 1200
SAN FRANCISCO
,
CA
94104
PETER LONG PHD
FORMER PRESIDENT & CEO (THRU 4/19)
40.00
0
0
0
C/O BLUE SHIELD OF CA FOUNDATION
315 MONTGOMERY STREET SUITE 1200
SAN FRANCISCO
,
CA
94104
RAYMOND J BAXTER
PRESIDENT & CEO (START 4/19)
40.00
4,000
0
0
C/O BLUE SHIELD OF CA FOUNDATION
315 MONTGOMERY STREET SUITE 1200
SAN FRANCISCO
,
CA
94104
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
...................
0
Form
990-PF
(2019)
Form 990-PF (2019)
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
GOBEE GROUP LLC
HUMAN-CENTERED DESIGN SERVICES FOR THE FOUNDATION'S REIMAGINE LAB THAT SUPP
821,500
2323 BROADWAY
OAKLAND
,
CA
94612
THE REIS GROUP LLC
CONSULTING SERVICES FOR COMMUNICATION NEEDS
200,000
1300 19TH STREET NW SUITE 600
WASHINGTON
,
DC
20036
MARIA NAVIA
RESEARCH, EVENT PLANNING, FACILITATION, VISUAL DESIGN AND STRATEGY DEVELOPME
186,552
585 RED OAK AVE APT 304
ALBANY
,
CA
94706
PUBLIC HEALTH INSTITUTE
EVENT PLANNING, HOSTING, FACILITATION, TRAVEL REIMBURSEMENT FOR PARTICIPANTS
168,631
555 12TH STREET 10TH FLOOR
OAKLAND
,
CA
94607
PHILLIPS OPPENHEIM GROUP INC
RECRUITING SERVICES
164,882
360 LEXINGTON AVE 21ST FLOOR
NEW YORK
,
NY
10017
Total
number of others receiving over $50,000 for professional services
.............
14
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 2019, BLUE SHIELD OF CALIFORNIA FOUNDATION (BSCF) ENGAGED IN VARIOUS SIGNIFICANT CHARITABLE ACTIVITIES, INCLUDING IMPLEMENTATION OF A DESIGN LAB TO IDENTIFY INNOVATIVE OPPORTUNITIES FOR PREVENTION DOMESTIC VIOLENCE, CONVENING GRANTEES TO ADVANCE THE FIELD'S THINKING ON THE VALUE OF PREVENTION, SUPPORTING THE DEVELOPMENT OF METRICS TO INFORM THE DATA EXCHANGE CAPABILITIES OF HEALTH INFORMATION ORGANIZATIONS, CONDUCTING RESEARCH, SUPPORTING CAPACITY BUILDING, AND HOSTING COMMUNITY CONVENINGS.SPECIFIC DIRECT CHARITABLE ACTIVITIES INCLUDE THE FOLLOWING:
1,573,247
2
CONTINUED FROM STATEMENT 15BSCF SUPPORTED A DESIGN LAB THAT CONVENED COMMUNITY MEMBERS AND SYSTEM LEADERS TO INFORM PREVENTION OPPORTUNITIES IN THE AREA OF DOMESTIC VIOLENCE AND GENDER EQUITY. PARTICIPANTS RECEIVED CAPACITY BUILDING SUPPORT IN DESIGN THINKING AND WERE GUIDED THROUGH A MULTI-STEP PROCESS TO DESIGN, PROTOTYPE, AND PILOT IDEAS THAT WERE GENERATED IN THE LAB. PROJECTS WERE "INCUBATED AND REFINED BASED ON COMMUNITY INPUTS AND FEEDBACK.BSCF CONVENED GRANTEES WORKING TO ADVANCE THE VALUE OF PREVENTION. THIS SET OF GRANTEES ARE WORKING ON DIVERSE APPROACHES TO INCREASE FUNDING AND REIMBURSEMENT FOR STRATEGIES THAT PREVENT POOR HEALTH OR DOMESTIC VIOLENCE. CONVENING OFFERED OPPORTUNITIES FOR GRANTEES TO CONNECT, SHARE, AND LEARN FROM EACH OTHER AND EXTERNAL EXPERTS.
0
3
CONTINUED FROM STATEMENT 16BSCF SUPPORTED, IN PARTNERSHIP WITH THE CALIFORNIA HEALTH CARE FOUNDATION, A PROJECT THAT DEVELOPED METRICS THAT WOULD HELP THE FIELD BETTER UNDERSTAND EFFECTIVENESS OF HEALTH INFORMATION EXCHANGES.BSCF SUPPORTED RESEARCH TO INFORM HOW THE PRACTICE OF STRATEGIC FORESIGHT COULD BE USED TO HELP DEVELOP STRATEGIES THAT CENTER EQUITY AND VALUE CULTURAL DIVERSITY. COMMUNITY LEADERS WERE GATHERED TO HELP DESIGN A NETWORK FOR USING THESE TOOLS TO SPUR AND INCUBATE CREATIVE SOLUTIONS AND STRATEGIES THAT WOULD ADVANCE HEALTH EQUITY IN CALIFORNIA.BSCF SUPPORTED RESEARCH TO INFORM THE FUTURE OF HEALTH, THROUGH A SERIES OF QUALITATIVE INTERVIEWS WITH DIVERSE, LOW-INCOME CALIFORNIANS THROUGHOUT THE STATE. RESEARCH FOCUSED ON RESIDENTS LIVED EXPERIENCES WITH HEALTH AND WELL-BEING, AS WELL AS THEIR ASPIRATIONS FOR HOW A NEW SYSTEM FOR HEALTH AND WELL-BEING COULD WORK.
0
4
CONTINUED FROM STATEMENT 17BSCF SUPPORTED A SET OF GRANTEES FOCUSED ON APPLYING MULTI-SECTOR COLLABORATION AS AN APPROACH TO PREVENTION OF DOMESTIC VIOLENCE IN 11 CALIFORNIA COMMUNITIES. SUPPORT INCLUDED PROVISION OF TECHNICAL ASSISTANCE, CONVENING, AND FACILITATION TO ENABLE GRANTEES TO ENGAGE THE COMMUNITY PARTNERS AND LAUNCH THEIR COLLABORATIVES. BSCF SUPPORTED EVALUATION TECHNICAL ASSISTANCE FOR DOMESTIC VIOLENCE PREVENTION GRANTEES, BOTH TO BUILD THEIR EVALUATION CAPACITY, AND TO BUILD MEASUREMENT FRAMEWORKS THAT COULD INFORM PROGRESS THROUGHOUT THE PROJECT.BSCF SUPPORTED RESEARCH ON THE NEEDS OF IMMIGRANT COMMUNITIES IN CALIFORNIA, PARTICULARLY THOSE COMMUNITIES THREATENED BY POLICIES SUCH AS PUBLIC CHARGE, TO UNDERSTAND HEALTH AND SOCIAL SERVICE NEEDS.
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
.........................
0
Form
990-PF
(2019)
Form 990-PF (2019)
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
28,340,311
b
Average of monthly cash balances
.......................
1b
47,180,008
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
75,520,319
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
75,520,319
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
1,132,805
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
74,387,514
6
Minimum investment return.
Enter 5% of line 5
..................
6
3,719,376
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
3,719,376
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
625,031
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
625,031
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
3,094,345
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
3,094,345
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
3,094,345
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
31,460,490
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
31,460,490
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
31,460,490
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
(2019)
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
3,094,345
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
0
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
23,137,620
b
From 2015
......
34,986,522
c
From 2016
......
34,370,719
d
From 2017
......
29,526,449
e
From 2018
......
18,439,413
f
Total
of lines 3a through e
........
140,460,723
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
31,460,490
a
Applied to 2018, 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 2019 distributable amount
.....
3,094,345
e
Remaining amount distributed out of corpus
28,366,145
5
Excess distributions carryover applied to 2019.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
168,826,868
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 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
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 2014 not
applied on line 5 or line 7 (see instructions)
...
23,137,620
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
145,689,248
10
Analysis of line 9:
a
Excess from 2015
....
34,986,522
b
Excess from 2016
....
34,370,719
c
Excess from 2017
....
29,526,449
d
Excess from 2018
....
18,439,413
e
Excess from 2019
....
28,366,145
Form
990-PF
(2019)
Form 990-PF (2019)
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 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
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)
2019
(b)
2018
(c)
2017
(d)
2016
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.)
1
Information Regarding Foundation Managers:
a
List 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).)
b
List 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.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The 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
,
CA
94104
(415) 229-6080
BSCF@BLUESHIELDCAFOUNDATION.ORG
b
The 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
c
Any submission deadlines:
SEE WEBSITE FOR CURRENT DEADLINES
d
Any 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 2019, 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
(2019)
Form 990-PF (2019)
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)
a
Paid during the year
ACCELERTOR FOR AMERICA
7119 SUNSET BOULEVARD
LOS ANGELES
,
CA
90046
NONE
PC
OPPORTUNITY ZONE PROGRAM - DIRECTOR POSITION
50,000
ALLIANCE FOR COMMUNITY TRANSFORMATIONS
2211 MARIPOSA AVENUE
MARIPOSA
,
CA
95338
NONE
PC
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 STREET
OAKLAND
,
CA
94612
NONE
PC
SAFE AND THRIVING GIRLS AND COMMUNITIES
312,000
ALLIANCE FOR JUSTICE
11 DUPONT CIRCLE NORTHWEST
WASHINGTON
,
DC
20036
NONE
PC
INCREASING KNOWLEDGE ABOUT ADVOCACY AMONG CALIFORNIA NONPROFITS
100,000
ASIAN HEALTH SERVICES
101 8TH STREET
OAKLAND
,
CA
94607
NONE
PC
GENERAL OPERATING SUPPORT
100,000
ASIAN PACIFIC FUND
465 CALIFORNIA STREET
SAN FRANCISCO
,
CA
94104
NONE
PC
ASIAN AND PACIFIC ISLANDER EMERGING NEEDS INITIATIVE
100,000
ASIAN PACIFIC POLICY AND PLANNING COUNCIL
905 EAST 8TH STREET
LOS ANGELES
,
CA
90021
NONE
PC
PLANNING AND ASSESSMENT TO PREVENT MULTIGENERATIONAL DOMESTIC VIOLENCE IN ASIAN PACIFIC ISLANDER COMMUNITIES OF LOS ANGELES COUNTY
200,000
BLUE CROSS BLUE SHIELD OF MASSACHUSETTS FOUNDATION
310 BOSTON AVENUE
BOSTON
,
MA
021997611
NONE
PF
BLUE CROSS BLUE SHIELD OF MASSACHUSETTS HEALTH JOURNALISM FELLOWSHIP
38,000
BLUE SKY CONSULTING GROUP LLC
1939 HARRISON STREET
OAKLAND
,
CA
94612
NONE
NC
ADVANCING NEW FINANCING MODELS FOR INTEGRATION
299,855
BLUEPATH HEALTH INC
929 SIR FRANCIS DRAKE BOULEVARD
KENTFIELD
,
CA
94904
NONE
NC
SPREADING THE ADOPTION OF E-CONSULT IN THE CALIFORNIA SAFETY NET
300,000
CALIFORNIA COALITION AGAINST SEXUAL ASSAULT
2800 SOUTH PARK DRIVE
SACRAMENTO
,
CA
958143956
NONE
PC
GENERAL OPERATING SUPPORT
200,000
CALIFORNIA COMMUNITY FOUNDATION
221 SOUTH FIGUEROA STREET
LOS ANGELES
,
CA
90012
NONE
PC
GENERAL OPERATING SUPPORT: LA N SYNC
50,000
CALIFORNIA COMMUNITY FOUNDATION
221 SOUTH FIGUEROA STREET
LOS ANGELES
,
CA
90012
NONE
PC
BOLD VISION 2028
125,000
CALIFORNIA HEALTH FOUNDATION AND TRUST
54 SHELL BANKS PLACE
SACRAMENTO
,
CA
958143946
NONE
PC
COMMUNITIES LIFTING COMMUNITIES: BUILDING THE CAPACITY OF HOSPITALS AND PUBLIC HEALTH TO ADVANCE SYSTEMS CHANGE
210,000
CALIFORNIA IMMIGRANT POLICY CENTER
1225 8TH STREET SUITE 590
SACRAMENTO
,
CA
95814
NONE
PC
GENERAL OPERATING SUPPORT
250,000
CALIFORNIA PARTNERSHIP TO END DOMESTIC VIOLENCE
VAN NESS STREET
SACRAMENTO
,
CA
958121798
NONE
PC
GENERAL OPERATING SUPPORT
750,000
CALIFORNIA PRIMARY CARE ASSOCIATION
233 WOODLAKE DRIVE
SACRAMENTO
,
CA
95814
NONE
PC
COMMUNITY HEALTH CENTER LEADERSHIP INITIATIVE PLANNING
50,000
CALIFORNIA STATE ASSOCIATION OF COUNTIES
1100 K STREET
SACRAMENTO
,
CA
95814
NONE
NC
TESTING INTERVENTIONS TO REDUCE RECIDIVISM IN DOMESTIC VIOLENCE
100,000
CALIFORNIANS TOGETHER
525 EAST 7TH STREET
LONG BEACH
,
CA
90813
NONE
PC
SUPPORT FOR IMMIGRANT AND REFUGEE STUDENTS
300,000
CCF COMMUNITY INITIATIVES FUND
221 SOUTH FIGUEROA STREET
LOS ANGELES
,
CA
90012
NONE
PC
ENSURING A COMPLETE COUNT OF YOUNG CHILDREN IN THE 2020 CENSUS
100,000
CENTER FOR EFFECTIVE PHILANTHROPY INC
2139 CAMBRIDGE AVENUE
CAMBRIDGE
,
MA
021393309
NONE
PC
GENERAL OPERATING SUPPORT
25,000
CENTER FOR GENDER & REFUGEE STUDIES
200 MCALLISTER STREET
SAN FRANCISCO
,
CA
94102
NONE
PC
GENERAL OPERATING SUPPORT
200,000
CHARITABLE VENTURES OF ORANGE COUNTY
4041 MACARTHUR BLVD SUITE 510
NEWPORT BEACH
,
CA
92660
NONE
PC
ENSURING A COMPLETE COUNT OF CALIFORNIA IN THE 2020 CENSUS
150,000
CITY AND COUNTY OF SAN FRANCISCO
25 VAN NESS AVENUE
SAN FRANCISCO
,
CA
94102
NONE
GOV
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
CLAYBRIDGE HEALTH EDUCATION FUND INC
7702 PLUM STREET
NEW ORLEANS
,
LA
70118
NONE
PC
THE SKIN YOU'RE IN
50,000
COMMUNITY PARTNERS
1000 N ALAMEDA STREET SUITE 240
LOS ANGELES
,
CA
900121804
NONE
PC
USING ARTIFICIAL INTELLIGENCE AND DATA ANALYTICS TO CREATE AN ASTHMA POLLUTION HEAT MAP TO REDUCE HEALTH INEQUITIES
125,000
COMMUNITY PARTNERS
1000 N ALAMEDA STREET SUITE 240
LOS ANGELES
,
CA
900121804
NONE
PC
SPREAD AND SCALE OF CALIFORNIA ACCOUNTABLE COMMUNITIES FOR HEALTH INITIATIVE
2,100,000
CONTRA COSTA FAMILY JUSTICE CENTER ALLIANCE
500 5TH AVENUE
RICHMOND
,
CA
94804
NONE
PC
RESTORATIVE JUSTICE INNOVATION AS AN ALTERNATIVE TO END AND PREVENT FAMILY VIOLENCE
263,400
COUNTY OF CONTRA COSTA
40 DOUGLAS DRIVE
MARTINEZ
,
CA
945534068
NONE
GOV
LEVERAGING COLLABORATION TO END DOMESTIC VIOLENCE: CONTRA COSTA ALLIANCE TO END ABUSE: EVOLVING A MULTISECTOR COLLABORATION TO PIVOT TOWARDS PREVENTION
400,000
CRITERION INSTITUTE
81 CHURCH HILL ROAD
HADDAM
,
CT
06438
NONE
PC
USING FINANCE AS A TOOL TO ADDRESS GENDER-BASED VIOLENCE
225,000
DE BEAUMONT FOUNDATION
7501 WISCONSIN AVENUE
BETHESDA
,
MD
20814
NONE
PC
BUILD HEALTH CHALLENGE
500,000
DOWNTOWN WOMEN'S CENTER
442 SOUTH SAN PEDRO STREET
LOS ANGELES
,
CA
90013
NONE
PC
DOMESTIC VIOLENCE AND HOMELESS SERVICES COALITION
90,000
DOWNTOWN WOMEN'S CENTER
442 SOUTH SAN PEDRO STREET
LOS ANGELES
,
CA
90013
NONE
PC
DOMESTIC VIOLENCE AND HOMELESS SERVICES COALITION
90,000
EAST BAY AGENCY FOR CHILDREN
303 VAN BUREN AVE
OAKLAND
,
CA
946104340
NONE
PC
TRAUMA TRANSFORMED HEALING NETWORK
500,000
FANNIE E RIPPEL FOUNDATION
14 MAPLE AVENUE
MORRISTOWN
,
NJ
07960
NONE
PF
FORESIGHT, DESIGNING THE FUTURE OF HEALTH
500,000
FREEFROM
11928 WINDWARD AVENUE
LOS ANGELES
,
CA
90066
NONE
PC
COLLABORATION WITH SURVIVORS AND BANKING INSTITUTIONS TO ADDRESS FINANCIAL AND ECONOMIC ABUSE
300,000
FUND FOR SANTA BARBARA
26 WEST ANAPAMU STREET
SANTA BARBARA
,
CA
93101
NONE
PC
GENERAL OPERATING SUPPORT
25,000
FUTURES WITHOUT VIOLENCE
100 MONTGOMERY ST
SAN FRANCISCO
,
CA
941291718
NONE
PC
THE COURAGE MUSEUM
1,000,000
FUTURES WITHOUT VIOLENCE
100 MONTGOMERY ST
SAN FRANCISCO
,
CA
941291718
NONE
PC
DOMESTIC VIOLENCE PREVENTION POLICY
400,000
GEORGE WASHINGTON UNIVERSITY
1922 F STREET NORTHWEST
WASHINGTON
,
DC
200520042
NONE
PC
THE FUNDERS FORUM ON ACCOUNTABLE HEALTH- ADVANCING ACCOUNTABLE COMMUNITIES FOR HEALTH MODELS
150,000
GRANTMAKERS CONCERNED WITH IMMIGRANTS AND REFUGEES
PO BOX 1100
SEBASTOPOL
,
CA
95473
NONE
PC
GENERAL OPERATING SUPPORT
100,000
GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS
1310 L STREET NORTHWEST
WASHINGTON
,
DC
20005
NONE
PC
GENERAL OPERATING SUPPORT
75,000
GRANTMAKERS IN HEALTH
1100 CONNECTICUT AVENUE NW SUITE
1200
WASHINGTON
,
DC
20036
NONE
PC
GENERAL OPERATING SUPPORT
75,000
HEALTH CARE WITHOUT HARM AND PRACTICE GREENHEALTH
12355 SUNRISE VALLEY DRIVE
RESTON
,
VA
20191
NONE
PC
GENERAL OPERATING SUPPORT
50,000
IMPACT JUSTICE
2633 TELEGRAPH AVENUE
OAKLAND
,
CA
94612
NONE
PC
EXPLORING ALTERNATIVES TO THE CRIMINAL JUSTICE SYSTEM BY ADVANCING RESTORATIVE JUSTICE PRACTICE AND TRAINING TO END DOMESTIC VIOLENCE
162,500
INLAND EMPIRE COMMUNITY FOUNDATION
3700 6TH STREET
RIVERSIDE
,
CA
92501
NONE
PC
TRONA EARTHQUAKE RELIEF FUND
25,000
INLAND EMPIRE COMMUNITY FOUNDATION
3700 6TH STREET
RIVERSIDE
,
CA
92501
NONE
PC
ENSURING A COMPLETE COUNT OF CALIFORNIA IN THE 2020 CENSUS AND STRENGTHENING IMMIGRANT-SERVING NONPROFITS
250,000
JENESSE CENTER INC
PO BOX 8476
LOS ANGELES
,
CA
90008
NONE
PC
PROMOTING DOMESTIC VIOLENCE AND HEALTH CARE PARTNERSHIPS IN LOS ANGELES COUNTY
111,000
LATINO COMMUNITY FOUNDATION
235 MONTGOMERY STREET
SAN FRANCISCO
,
CA
94104
NONE
PC
GENERAL OPERATING SUPPORT
50,000
LATINO COMMUNITY FOUNDATION
235 MONTGOMERY STREET
SAN FRANCISCO
,
CA
94104
NONE
PC
ENSURING A COMPLETE COUNT OF CALIFORNIA IN THE 2020 CENSUS AND STRENGTHENING LATINO NONPROFITS
250,000
LOS ANGELES COUNTY DEPARTMENT OF PUBLIC HEALTH DIVISION OF CHRONIC DISEASE
3530 WILSHIRE BOULEVARD
LOS ANGELES
,
CA
90010
NONE
GOV
OFFICE OF VIOLENCE PREVENTION DEMONSTRATION PROJECT
150,000
MY SISTER'S HOUSE
2400 4TH AVENUE
SACRAMENTO
,
CA
95818
NONE
PC
ADVANCING COLLECTIVE ACTION FOR CULTURALLY RESPONSIVE DOMESTIC VIOLENCE PRACTICES AND PREVENTION
335,000
NALEO EDUCATIONAL FUND
1814 FRANKLIN STREET
LOS ANGELES
,
CA
900153316
NONE
PC
2020 CENSUS
200,000
NATIONAL ACADEMY OF SCIENCES
3701 WILSHIRE BLVD 750
WASHINGTON
,
DC
20001
NONE
PC
GENERAL OPERATING SUPPORT
50,000
NATIONAL COMMITTEE FOR RESPONSIVE PHILANTHROPY
1900 L STREET NORTHWEST
WASHINGTON
,
DC
20036
NONE
PC
GENERAL OPERATING SUPPORT
25,000
NATIONAL HEALTH LAW PROGRAM
3701 WILSHIRE BLVD 750
LOS ANGELES
,
CA
900102816
NONE
PC
ADVANCING POLICY SOLUTIONS FOR BEHAVIORAL HEALTH INTEGRATION
200,000
NEIGHBORHOOD ASSOCIATES CORPORATION
1101 30TH STREET NORTHWEST
WASHINGTON
,
DC
20007
NONE
PC
JUSTICE > CHARITY BOOK
10,000
NEW VENTURE FUND
1201 CONNECTICUT AVENUE NORTHWEST
WASHINGTON
,
DC
20036
NONE
PC
HOPE AND HEAL FUND
200,000
NORTH VALLEY COMMUNITY FOUNDATION
240 MAIN STREET
CHICO
,
CA
95928
NONE
PC
GENERAL OPERATING SUPPORT
25,000
NORTHERN CALIFORNIA GRANTMAKERS
160 SPEAR STREET
SAN FRANCISCO
,
CA
94105
NONE
PC
GENERAL OPERATING SUPPORT
75,000
NORTHERN CALIFORNIA GRANTMAKERS
160 SPEAR STREET
SAN FRANCISCO
,
CA
94105
NONE
PC
FUNDER NETWORK ON TRAUMA & RESILIENCE
5,000
ORANGE COUNTY COMMUNITY FOUNDATION
4041 MACARTHUR BOULEVARD
NEWPORT BEACH
,
CA
92660
NONE
PC
ORANGE COUNTY OPPORTUNITY INITIATIVE: STRENGTHENING IMMIGRANT-SERVING NONPROFITS
150,000
PARTNERSHIP FOR AMERICAS CHILDREN
1101 14TH STREET NORTHWEST
WASHINGTON
,
DC
20005
NONE
PC
COUNTING YOUNG CHILDREN IN CALIFORNIA IN THE 2020 CENSUS
150,000
PEACE OVER VIOLENCE
700 NORTH STATE STREET
LOS ANGELES
,
CA
90017
NONE
PC
GENERAL OPERATING SUPPORT
25,000
PICO CALIFORNIA
2143 EAST CESAR E CHAVEZ AVENUE
LOS ANGELES
,
CA
90033
NONE
NC
BUILDING A BELONG MOVEMENT IN CALIFORNIA
700,000
POLICYLINK
1438 WEBSTER ST STE 303
OAKLAND
,
CA
946123228
NONE
PC
ALLIANCE FOR BOYS AND MEN OF COLOR
600,000
PREVENTION INSTITUTE
SAINT MARYS AVENUE
OAKLAND
,
CA
94607
NONE
PC
SAFETY THROUGH CONNECTION: IMPLEMENTING AND SUSTAINING DOMESTIC VIOLENCE PREVENTION IN COLLABORATIVES
750,002
PROJECT HOPE - THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION INC
MILLWOOD PLACE
MILLWOOD
,
VA
22646
NONE
PC
PUBLICATION OF HEALTH POLICY RESEARCH
350,000
PUBLIC HEALTH INSTITUTE
555 12TH STREET 10TH FLOO
OAKLAND
,
CA
946074046
NONE
PC
HEALTH IN ALL POLICIES TASK FORCE STRATEGY - UPSTREAM APPROACH TO DOMESTIC VIOLENCE PREVENTION
370,000
PUBLIC HEALTH INSTITUTE
555 12TH STREET 10TH FLOO
OAKLAND
,
CA
946074046
NONE
PC
CALIFORNIA FUTURE HEALTH WORKFORCE COMMISSION, PHASE 3
94,250
PUBLIC HEALTH INSTITUTE
555 12TH STREET 10TH FLOO
OAKLAND
,
CA
946074046
NONE
PC
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 STREET 10TH FLOO
OAKLAND
,
CA
946074046
NONE
PC
CALIFORNIA ALLIANCE FOR PREVENTION FUNDING
349,951
PUBLIC HEALTH INSTITUTE
555 12TH STREET 10TH FLOO
OAKLAND
,
CA
946074046
NONE
PC
ADVANCING UPSTREAM POLICY ADOPTION IN SOUTHERN CALIFORNIA
100,000
PUBLIC HEALTH INSTITUTE
555 12TH STREET 10TH FLOO
OAKLAND
,
CA
946074046
NONE
PC
CALIFORNIA FUTURE HEALTH WORKFORCE COMMISSION, PHASE 2
150,000
PUBLIC HEALTH INSTITUTE
555 12TH STREET 10TH FLOO
OAKLAND
,
CA
946074046
NONE
PC
CONTINUED SUPPORT OF CACHI ACCELERATOR SITES
250,000
REGENTS OF THE UNIVERSITY OF CALIFORNIA AT SAN DIEGO
9500 GILMAN DR
LA JOLLA
,
CA
92093
NONE
PC
CALIFORNIA DOMESTIC AND SEXUAL VIOLENCE POPULATION DATA PROJECT
114,000
SACRAMENTO REGION COMMUNITY FOUNDATION
955 UNIVERSITY AVENUE
SACRAMENTO
,
CA
95825
NONE
PC
ENSURING A COMPLETE COUNT OF CALIFORNIA IN THE 2020 CENSUS AND STRENGTHENING IMMIGRANT-SERVING NONPROFITS
200,000
SAFE ALTERNATIVES TO VIOLENT ENVIRONMENTS INC
1900 MOWRY AVE 201
FREMONT
,
CA
94538
NONE
PC
SAVE DOMESTIC VIOLENCE SURVIVOR ADVISORY COMMITTEE
75,000
SAN DIEGO GRANTMAKERS
BRYANT STREET
SAN DIEGO
,
CA
921225903
NONE
PC
ENSURING A COMPLETE COUNT OF SAN DIEGO AND IMPERIAL COUNTIES IN THE 2020 CENSUS
250,000
SAN DIEGO GRANTMAKERS
BRYANT STREET
SAN DIEGO
,
CA
921225903
NONE
PC
GENERAL OPERATING SUPPORT
75,000
SCHOLARSHIP AMERICA INC
ONE SCHOLARSHIP WAY
SAINT PETER
,
MN
56082
NONE
PC
GENERAL OPERATING SUPPORT
75,000
SIERRA HEALTH FOUNDATION CENTER FOR HEALTH PROGRAM MANAGEMENT
1321 GARDEN HIGHWAY
SACRAMENTO
,
CA
958339754
NONE
PC
ENSURING A COMPLETE COUNT OF THE SAN JOAQUIN VALLEY IN THE 2020 CENSUS
200,000
SOUTH BAY COMMUNITY SERVICES
CHULA VISTA STREET
CHULA VISTA
,
CA
91910
NONE
PC
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 COURT
LOS ANGELES
,
CA
90012
NONE
PC
EXPANSION OF THE CENTER FOR STRATEGIC PARTNERSHIPS IN LOS ANGELES COUNTY
75,000
SOUTHERN CALIFORNIA GRANTMAKERS
3537 JOHNSON COURT
LOS ANGELES
,
CA
90012
NONE
PC
GENERAL OPERATING SUPPORT
75,000
SOUTHERN CALIFORNIA GRANTMAKERS
3537 JOHNSON COURT
LOS ANGELES
,
CA
90012
NONE
PC
CENTER FOR STRATEGIC PARTNERSHIPS
50,000
TAHIRIH JUSTICE CENTER
881 SNEATH LANE
SAN BRUNO
,
CA
94065
NONE
PC
GENERAL OPERATING SUPPORT
200,000
THE ASPEN INSTITUTE
2300 N STREET NORTHWEST
WASHINGTON
,
DC
20037
NONE
PC
ESTIMATING THE VALUE OF INVESTMENTS IN HEALTH PREVENTION AND PROMOTION
69,673
THE CENTER FOR CULTURAL POWER
1330 BROADWAY
OAKLAND
,
CA
94612
NONE
PC
SHIFTING CULTURAL NORMS ON GENDER EQUITY AND IMMIGRATION THROUGH ARTIST-LED STRATEGIES
1,000,000
THE CHILDREN'S PARTNERSHIP
811 WILSHIRE BOULEVARD
LOS ANGELES
,
CA
90017
NONE
PC
2020 CENSUS
100,000
THE COMMONWEALTH CLUB
110 THE EMBARCADERO
SAN FRANCISCO
,
CA
94105
NONE
PC
2019 SPEAKER SERIES
50,000
THE HENRY J KAISER FAMILY FOUNDATION
185 BERRY STREET
SAN FRANCISCO
,
CA
94107
NONE
PF
KAISER HEALTH NEWS CALIFORNIA BUREAU
350,000
THE HENRY J KAISER FAMILY FOUNDATION
185 BERRY STREET
SAN FRANCISCO
,
CA
94107
NONE
PF
CONVENING DIVERSE SECTORS TO ADDRESS EMERGING AND LONG-TERM SOCIAL AND HEALTH NEEDS OF CALIFORNIAS IMMIGRANT FAMILIES
149,050
THE REGENTS OF THE UNIVERSITY OF CALIFORNIA
10889 WILSHIRE BLVD SUITE 700 BOX
951406
LOS ANGELES
,
CA
900051406
NONE
PC
EVALUATING CROSS-SECTOR IMPACTS OF THE DRUG MEDI-CAL ORGANIZED DELIVERY SYSTEM WAIVER IN LOS ANGELES COUNTY
325,000
THE REGENTS OF THE UNIVERSITY OF CALIFORNIA
10889 WILSHIRE BLVD SUITE 700 BOX
951406
LOS ANGELES
,
CA
900051406
NONE
PC
FIELDING SCHOOL OF PUBLIC HEALTH: PAUL TORRENS HEALTH FORUM
15,000
THE REGENTS OF THE UNIVERSITY OF CALIFORNIA BERKELEY
1608 FOURTH STREET
BERKELEY
,
CA
947105940
NONE
PC
BLUEPRINT FOR BELONGING
553,295
THE REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO
400 PARNASSUS AVE LEVEL B1 ROOM
A096
SAN FRANCISCO
,
CA
941430962
NONE
PC
COMMUNITY HEALTH WORKER TRAINING INITIATIVE - FORMALIZING AND EVALUATING COMMUNITY HEALTH WORKER TRAINING PROGRAM
277,590
THE UNIVERSITY OF TEXAS AT AUSTIN DELL MEDICAL SCHOOL
1501 RED RIVER STREET
AUSTIN
,
TX
78712
NONE
PC
FORESIGHT VISION TOOL
600,000
TIDES CENTER
225 BUSH STREET
SAN FRANCISCO
,
CA
94129
NONE
PC
CALIFORNIA HEALTH REPORT
175,000
TIDES CENTER
225 BUSH STREET
SAN FRANCISCO
,
CA
94129
NONE
PC
CENTER FOR CARE INNOVATIONS INSTITUTE
1,000,000
UNITED WAY OF GREATER LOS ANGELES
1150 SOUTH OLIVE STREET
LOS ANGELES
,
CA
90015
NONE
PC
GENERAL OPERATING SUPPORT
25,000
UNIVERSITY OF SOUTHERN CALIFORNIA
ANNENBERG SCHOOL FOR COMMUNICATION
AND JOURNALISM 3502 WATT WAY
LOS ANGELES
,
CA
90007
NONE
PC
CALIFORNIA HEALTH JOURNALISM FELLOWSHIP
299,778
UNIVERSITY OF SOUTHERN CALIFORNIA SUZANNE DWORAK-PECK SCHOOL OF SOCIAL WORK
669 W 34TH ST
LOS ANGELES
,
CA
90089
NONE
PC
LINKING ADMINISTRATIVE DATA ACROSS STATE DEPARTMENTS TO UNDERSTAND DOMESTIC VIOLENCE
238,000
VENTURA COUNTY COMMUNITY FOUNDATION
4001 MISSION OAKS BOULEVARD
CAMARILLO
,
CA
93012
NONE
PC
ENSURING A COMPLETE COUNT OF CALIFORNIA IN THE 2020 CENSUS AND STRENGTHENING IMMIGRANT-SERVING NONPROFITS
200,000
WEAVE INC
999 CORPORATE WAY
SACRAMENTO
,
CA
95811
NONE
PC
LEVERAGING COLLABORATION TO END DOMESTIC VIOLENCE: ADDRESSING ROOT CAUSES OF DOMESTIC VIOLENCE THROUGH A MULTISECTOR COLLABORATION IN SOUTH SACRAMENTO
400,000
WOMEN'S FOUNDATION OF CALIFORNIA
100 EDGEWOOD AVENUE NORTHEAST
OAKLAND
,
CA
94612
NONE
PC
CREATING A COLLABORATIVE FUND TO ADVANCE GENDER JUSTICE IN CALIFORNIA
1,830,000
Total
.................................
3a
27,811,458
b
Approved for future payment
CALIFORNIA COALITION AGAINST SEXUAL ASSAULT
1215 K STREET 1850
SACRAMENTO
,
CA
958143956
NONE
PC
GENERAL OPERATING SUPPORT
400,000
GROWTH PHILANTHROPY NETWORK
122 E 42ND STREET 17TH FLOOR
NEW YORK
,
NY
10168
NONE
PC
PROMOTING THE CALIFORNIA ACCOUNTABLE COMMUNITIES FOR HEALTH INITIATIVE MODEL
50,000
TODEC LEGAL CENTER PERRIS
PO BOX 1733
PERRIS
,
CA
92570
NONE
PC
GENERAL OPERATING SUPPORT
200,000
FARMWORKER INSTITUTE OF EDUCATION AND LEADERSHIP DEVELOPMENT
122 E TEHACHAPI BLVD SUITE C
TEHACHAPI
,
CA
93561
NONE
PC
GENERAL OPERATING SUPPORT
200,000
POMONA ECONOMIC OPPORTUNITY CENTER INC
1682 W MISSION BLVD
POMONA
,
CA
91766
NONE
PC
GENERAL OPERATING SUPPORT
100,000
KOREAN RESOURCE CENTER
900 CRENSHAW BLVD UNIT B
LOS ANGELES
,
CA
90019
NONE
PC
GENERAL OPERATING SUPPORT
200,000
CENTRO BINACIONAL PARA EL DESARROLLO INDIGENA OAXAQUEO
744 N ABBY STREET
FRESNO
,
CA
93701
NONE
PC
GENERAL OPERATING SUPPORT
100,000
ORGANIZACION EN CALIFORNIA DE LIDERES CAMPESINAS INC
2101 SOUTH ROSE AVENUE SUITE A
OXNARD
,
CA
93033
NONE
PC
GENERAL OPERATING SUPPORT
200,000
ORANGE COUNTY ASIAN AND PACIFIC ISLANDER COMMUNITY ALLIANCE INC
12912 BROOKHURST STREET SUITE 410
GARDEN GROVE
,
CA
92840
NONE
PC
GENERAL OPERATING SUPPORT
200,000
CENTRO COMMUNITY HISPANIC ASSOCIATION INC (CENTRO CHA INC)
1633 LONG BEACH BLVD
LONG BEACH
,
CA
90813
NONE
PC
GENERAL OPERATING SUPPORT
200,000
LATINO CENTER FOR PREVENTION AND ACTION IN HEALTH AND WELFARE
450 W 4TH STREET SUITE 130
SANTA ANA
,
CA
92701
NONE
PC
GENERAL OPERATING SUPPORT
200,000
EL SOL NEIGHBORHOOD EDUCATIONAL CENTER
766 N WATERMAN AVE
SAN BERNARDINO
,
CA
92410
NONE
PC
GENERAL OPERATING SUPPORT
200,000
SOMALI FAMILY SERVICE OF SAN DIEGO
5348 UNIVERSITY AVENUE
SAN DIEGO
,
CA
92105
NONE
PC
GENERAL OPERATING SUPPORT
200,000
CENTRAL AMERICAN RESOURCE CENTER (CARECEN)
2845 W 7TH ST
LOS ANGELES
,
CA
900053907
NONE
PC
GENERAL OPERATING SUPPORT
200,000
CASA FAMILIAR INC
119 WEST HALL AVENUE
SAN YSIDRO
,
CA
92173
NONE
PC
GENERAL OPERATING SUPPORT
200,000
CENTER FOR COMMUNITY ACTION & ENVIRONMENTAL JUSTICE
3840 SUNNYHILL DR
JURUPA VALLEY
,
CA
92509
NONE
PC
GENERAL OPERATING SUPPORT
200,000
ACCESS CALIFORNIA SERVICES
631 S BROOKHURST STREET SUITE 107
ANAHEIM
,
CA
92804
NONE
PC
GENERAL OPERATING SUPPORT
200,000
THE CAMBODIAN FAMILY
1626 E 4TH ST
SANTA ANA
,
CA
92701
NONE
PC
GENERAL OPERATING SUPPORT
200,000
HUMAN IMPACT PARTNERS
304 12TH STREET SUITE 2B
OAKLAND
,
CA
94607
NONE
PC
CONNECTING ECONOMIC SECURITY AND HEALTH THROUGH RESEARCH AND ADVOCACY
250,000
ASIAN PACIFIC POLICY AND PLANNING COUNCIL
905 EAST 8TH STREET
LOS ANGELES
,
CA
90021
NONE
PC
IMPLEMENTATION AND EVALUATION OF A PILOT PROJECT TO PREVENT MULTIGENERATIONAL DOMESTIC VIOLENCE IN FOUR ASIAN PACIFIC ISLANDER COMMUNITIES IN LOS ANGELES COUNTY
600,000
COMMUNITY PARTNERS
1000 N ALAMEDA STREET SUITE 240
LOS ANGELES
,
CA
900121804
NONE
PC
EVALUATION AND ANALYSIS OF AN INNOVATIVE RESTORATIVE JUSTICE PILOT PROGRAM TO ADDRESS DOMESTIC VIOLENCE IN CONTRA COSTA COUNTY
220,000
UNIVERSITY OF SOUTHERN CALIFORNIA
ANNENBERG SCHOOL FOR COMMUNICATION
AND JOURNALISM 3502 WATT WAY
LOS ANGELES
,
CA
90007
NONE
PC
2020 CALIFORNIA HEALTH JOURNALISM FELLOWSHIP
320,278
TIDES CENTER
PO BOX 29907
SAN FRANCISCO
,
CA
94129
NONE
PC
CALIFORNIA HEALTH REPORT
60,000
EAST BAY COMMUNITY FOUNDATION
200 FRANK H OGAWA PLAZA
OAKLAND
,
CA
94612
NONE
PC
COMMUNITY OF PRACTICE FOR COMMUNITY FOUNDATIONS
250,000
TIDES CENTER
PO BOX 29907
SAN FRANCISCO
,
CA
94129
NONE
PC
ADVANCING PREVENTION POLICY INNOVATION AND ADOPTION: THE BAY AREA HEALTH INEQUITIES INITIATIVE
300,000
PUBLIC HEALTH INSTITUTE
555 12TH STREET 10TH FLOOR
OAKLAND
,
CA
946074046
NONE
PC
ADVANCING PREVENTION POLICY INNOVATION AND ADOPTION THROUGH COMMUNICATIONS: BERKELEY MEDIA STUDIES GROUP
200,000
PUBLIC HEALTH INSTITUTE
555 12TH STREET 10TH FLOOR
OAKLAND
,
CA
946074046
NONE
PC
ADVANCING PREVENTION POLICY INNOVATION AND ADOPTION: THE PUBLIC HEALTH ALLIANCE OF SOUTHERN CALIFORNIA
400,000
PARTNERSHIP FOR AMERICAS CHILDREN
1101 14TH STREET NW SUITE 600
WASHINGTON DC
,
DC
20005
NONE
PC
COUNTING YOUNG CHILDREN IN CALIFORNIA IN THE 2020 CENSUS
150,000
SIERRA HEALTH FOUNDATION CENTER FOR HEALTH PROGRAM MANAGEMENT
1321 GARDEN HWY
SACRAMENTO
,
CA
958339754
NONE
PC
THE SAN JOAQUIN VALLEY HEALTH FUND
1,000,000
THE FULLER PROJECT FOR INTERNATIONAL REPORTING
1875 CONNECTICUT AVE NW FLOOR 10
WASHINGTON DC
,
DC
20009
NONE
PC
DOMESTIC VIOLENCE JOURNALISM IN CALIFORNIA
250,000
THE FULLER PROJECT FOR INTERNATIONAL REPORTING
1875 CONNECTICUT AVE NW FLOOR 10
WASHINGTON DC
,
DC
20009
NONE
PC
DOMESTIC VIOLENCE JOURNALISM IN CALIFORNIA
250,000
CAL MATTERS
1007 7TH ST SUITE 200
SACRAMENTO
,
CA
95814
NONE
PC
CAL MATTERS HEALTH AND CALIFORNIA DIVIDE COVERAGE
200,000
CAL MATTERS
1007 7TH ST SUITE 200
SACRAMENTO
,
CA
95814
NONE
PC
CAL MATTERS HEALTH AND CALIFORNIA DIVIDE COVERAGE
200,000
FAMILY VALUES AT WORK A MULTI-STATE CONSORTIUM INC
207 E BUFFALO STREET STE 211
MILWAUKEE
,
WI
53202
NONE
PC
PAID FAMILY LEAVE TRAINING, ORGANIZING, AND OUTREACH
150,000
PLANNED PARENTHOOD MAR MONTE INC
1691 THE ALAMEDA
SAN JOSE
,
CA
95126
NONE
PC
IMPROVING TWO-GENERATION PROGRAM PRACTICES AND OUTCOMES THROUGH PARTICIPATORY ACTION RESEARCH WITH PARTICIPANTS OF PLANNED PARENTHOOD MAR MONTE TEEN PARENT SUPPORT PROGRAM IN SANTA CLARA COUNTY
137,500
PLANNED PARENTHOOD MAR MONTE INC
1691 THE ALAMEDA
SAN JOSE
,
CA
95126
NONE
PC
IMPROVING TWO-GENERATION PROGRAM PRACTICES AND OUTCOMES THROUGH PARTICIPATORY ACTION RESEARCH WITH PARTICIPANTS OF PLANNED PARENTHOOD MAR MONTE TEEN PARENT SUPPORT PROGRAM IN SANTA CLARA COUNTY
137,500
BLACK EMOTIONAL AND MENTAL HEALTH COLLECTIVE
1400 N EDGEMONT 303
LOS ANGELES
,
CA
90027
NONE
PC
ADDRESSING ROOT CAUSES OF VIOLENCE OF VIOLENCE AGAINST WOMEN IN AFRICAN AMERICAN COMMUNITIES IN LOS ANGELES AND INLAND EMPIRE
100,000
BLACK EMOTIONAL AND MENTAL HEALTH COLLECTIVE
1400 N EDGEMONT 303
LOS ANGELES
,
CA
90027
NONE
PC
ADDRESSING ROOT CAUSES OF VIOLENCE OF VIOLENCE AGAINST WOMEN IN AFRICAN AMERICAN COMMUNITIES IN LOS ANGELES AND INLAND EMPIRE
100,000
WEAVE INC
1900 K STREET
SACRAMENTO
,
CA
95811
NONE
PC
SHIFTING THE CULTURE OF DOMESTIC VIOLENCE RESIDENTIAL SERVICES TO A STRENGTHS MODEL TO IMPROVE PROTECTIVE FACTORS FOR SURVIVORS AND THEIR CHILDREN IN SACRAMENTO COUNTY
150,000
WEAVE INC
1900 K STREET
SACRAMENTO
,
CA
95811
NONE
PC
SHIFTING THE CULTURE OF DOMESTIC VIOLENCE RESIDENTIAL SERVICES TO A STRENGTHS MODEL TO IMPROVE PROTECTIVE FACTORS FOR SURVIVORS AND THEIR CHILDREN IN SACRAMENTO COUNTY
150,000
TIME FOR CHANGE FOUNDATION
PO BOX 25040
SAN BERNARDINO
,
CA
92406
NONE
PC
DISRUPTING MULTIGENERATIONAL VIOLENCE FOR HOMELESS AND FORMERLY INCARCERATED WOMEN AND THEIR CHILDREN THROUGH THE POSITIVE FAMILY FUTURES AND REUNIFICATION PROGRAM IN SAN BERNARDINO COUNTY
150,000
TIME FOR CHANGE FOUNDATION
PO BOX 25040
SAN BERNARDINO
,
CA
92406
NONE
PC
DISRUPTING MULTIGENERATIONAL VIOLENCE FOR HOMELESS AND FORMERLY INCARCERATED WOMEN AND THEIR CHILDREN THROUGH THE POSITIVE FAMILY FUTURES AND REUNIFICATION PROGRAM IN SAN BERNARDINO COUNTY
150,000
MUJERES UNIDAS Y ACTIVAS
3543 18TH ST 23
SAN FRANCISCO
,
CA
941101684
NONE
PC
CALIFORNIA DOMESTIC WORKER COALITION
350,000
LIFT INC
1910 MAGNOLIA AVE STE 400
LOS ANGELES
,
CA
90007
NONE
PC
REDUCING CURRENT AND FUTURE DOMESTIC VIOLENCE THROUGH INCREASED FINANCIAL STABILITY FOR PICO-UNION NEIGHBORHOOD FAMILIES OF LOS ANGELES
150,000
LIFT INC
1910 MAGNOLIA AVE STE 400
LOS ANGELES
,
CA
90007
NONE
PC
REDUCING CURRENT AND FUTURE DOMESTIC VIOLENCE THROUGH INCREASED FINANCIAL STABILITY FOR PICO-UNION NEIGHBORHOOD FAMILIES OF LOS ANGELES
150,000
VISION Y COMPROMISO
2536 EDWARDS AVENUE
EL CERRITO
,
CA
945301471
NONE
PC
ENHANCING TWO-GENERATION APPROACHES THAT PREVENT VIOLENCE THROUGH THE FAMILY, FRIENDS, NEIGHBORS, AND CAREGIVERS PROGRAM
150,000
VISION Y COMPROMISO
2536 EDWARDS AVENUE
EL CERRITO
,
CA
945301471
NONE
PC
ENHANCING TWO-GENERATION APPROACHES THAT PREVENT VIOLENCE THROUGH THE FAMILY, FRIENDS, NEIGHBORS, AND CAREGIVERS PROGRAM
150,000
THE REGENTS OF THE UNIVERSITY OF CALIFORNIA BERKELEY
C/O SPONSORED PROJECTS OFFICE 2150
SHATTUCK AVENUE SUITE 300
BERKELEY
,
CA
947045940
NONE
PC
EXPLORING THE IMPACT OF TECHNOLOGICAL CHANGE ON HEALTH, DOMESTIC VIOLENCE, AND EQUITY
150,000
INSTITUTE FOR THE FUTURE
201 HAMILTON AVENUE
PALO ALTO
,
CA
94301
NONE
PC
CALIFORNIA COMMISSION ON THE FUTURE OF WORK
300,000
DOLORES C HUERTA FOUNDATION
PO BOX 2087
BAKERSFIELD
,
CA
93303
NONE
PC
GENERAL OPERATING SUPPORT
200,000
SOCIAL GOOD FUND
12651 SAN PABLO AVE UNIT 5473
RICHMOND
,
CA
94805
NONE
PC
EVALUATING A CULTURALLY RESPONSIVE PARENTING MODEL FOR BLACK FAMILIES
66,000
MUJERES UNIDAS Y ACTIVAS
3543 18TH ST 23
SAN FRANCISCO
,
CA
941101684
NONE
PC
BUILDING EVIDENCE FOR LATINA LEADERSHIP DEVELOPMENT TO BREAK THE CYCLE OF VIOLENCE IN SAN FRANCISCO AND ALAMEDA COUNTIES
180,000
MUJERES UNIDAS Y ACTIVAS
3543 18TH ST 23
SAN FRANCISCO
,
CA
941101684
NONE
PC
BUILDING EVIDENCE FOR LATINA LEADERSHIP DEVELOPMENT TO BREAK THE CYCLE OF VIOLENCE IN SAN FRANCISCO AND ALAMEDA COUNTIES
178,638
WILLAMETTE PARTNERSHIP
4640 SW MACADAM AVE SUITE 50
PORTLAND
,
OR
97239
NONE
PC
SHIFT HEALTH ACCELERATOR
250,000
CALIFORNIA STATE UNIVERSITY FRESNO FOUNDATION
2763 E SHAW STE 101
FRESNO
,
CA
93710
NONE
PC
ADVANCING PREVENTION POLICY INNOVATION AND ADOPTION: THE SAN JOAQUIN VALLEY PUBLIC HEALTH CONSORTIUM
300,000
CHILDRENS INSTITUTE INC
2121 WEST TEMPLE STREET
LOS ANGELES
,
CA
90026
NONE
PC
ASSESSING EARLY CHILDHOOD AND FAMILY PROTECTIVE FACTORS THROUGH A MODEL OF ENHANCED HEAD START-TWO GENERATION SERVICES TO PREVENT DOMESTIC VIOLENCE IN SOUTH LOS ANGELES
150,000
CHILDRENS INSTITUTE INC
2121 WEST TEMPLE STREET
LOS ANGELES
,
CA
90026
NONE
PC
ASSESSING EARLY CHILDHOOD AND FAMILY PROTECTIVE FACTORS THROUGH A MODEL OF ENHANCED HEAD START-TWO GENERATION SERVICES TO PREVENT DOMESTIC VIOLENCE IN SOUTH LOS ANGELES
150,000
SAFE & SOUND
1757 WALLER STREET
SAN FRANCISCO
,
CA
94117
NONE
PC
IMPROVING PROTECTIVE FACTORS FOR AT-RISK FAMILIES THROUGH THE INTEGRATED CHILDREN AND FAMILY SERVICES MODEL IN SAN FRANCISCO
150,000
SAFE & SOUND
1757 WALLER STREET
SAN FRANCISCO
,
CA
94117
NONE
PC
IMPROVING PROTECTIVE FACTORS FOR AT-RISK FAMILIES THROUGH THE INTEGRATED CHILDREN AND FAMILY SERVICES MODEL IN SAN FRANCISCO
150,000
CENTER FOR YOUNG WOMEN'S DEVELOPMENT
832 FOLSOM STREET SUITE 700
SAN FRANCISCO
,
CA
94107
NONE
PC
BUILDING THE EVIDENCE FOR LEADERSHIP DEVELOPMENT OF EXPLOITED GIRLS, WOMEN, AND GENDER NONCONFORMING PEOPLE OF COLOR TO BREAK THE CYCLE OF INTIMATE PARTNER VIOLENCE IN SAN FRANCISCO
150,000
CENTER FOR YOUNG WOMEN'S DEVELOPMENT
832 FOLSOM STREET SUITE 700
SAN FRANCISCO
,
CA
94107
NONE
PC
BUILDING THE EVIDENCE FOR LEADERSHIP DEVELOPMENT OF EXPLOITED GIRLS, WOMEN, AND GENDER NONCONFORMING PEOPLE OF COLOR TO BREAK THE CYCLE OF INTIMATE PARTNER VIOLENCE IN SAN FRANCISCO
150,000
SOUTH BAY COMMUNITY SERVICES
430 F STREET
CHULA VISTA
,
CA
91910
NONE
PC
IMPROVING EARLY CHILDHOOD DEVELOPMENT THROUGH A THERAPEUTIC PRESCHOOL IN CHULA VISTA FOR CHILDREN EXPOSED TO FAMILY VIOLENCE IN CHULA VISTA.
150,000
SOUTH BAY COMMUNITY SERVICES
430 F STREET
CHULA VISTA
,
CA
91910
NONE
PC
IMPROVING EARLY CHILDHOOD DEVELOPMENT THROUGH A THERAPEUTIC PRESCHOOL IN CHULA VISTA FOR CHILDREN EXPOSED TO FAMILY VIOLENCE IN CHULA VISTA.
150,000
EAST LOS ANGELES WOMEN'S CENTER
1431 S ATLANTIC BLVD
LOS ANGELES
,
CA
900225011
NONE
PC
IMPROVING INTERGENERATIONAL, CULTURALLY RESPONSIVE LATINX FAMILY-BASED INTERVENTION TO PREVENT DOMESTIC VIOLENCE IN EAST LOS ANGELES
150,000
EAST LOS ANGELES WOMEN'S CENTER
1431 S ATLANTIC BLVD
LOS ANGELES
,
CA
900225011
NONE
PC
IMPROVING INTERGENERATIONAL, CULTURALLY RESPONSIVE LATINX FAMILY-BASED INTERVENTION TO PREVENT DOMESTIC VIOLENCE IN EAST LOS ANGELES
150,000
DE BEAUMONT FOUNDATION
7501 WISCONSIN AVE SUITE 1310E
BETHESDA
,
MD
20814
NONE
PF
BUILD HEALTH CHALLENGE
500,000
WOMEN'S FOUNDATION OF CALIFORNIA
300 FRANK OGAWA PLAZA SUITE 420
OAKLAND
,
CA
94612
NONE
PC
CREATING A COLLABORATIVE FUND TO ADVANCE GENDER JUSTICE IN CALIFORNIA
670,000
IMPACT JUSTICE
2633 TELEGRAPH AVENUE STE 104
OAKLAND
,
CA
94612
NONE
PC
EXPLORING ALTERNATIVES TO THE CRIMINAL JUSTICE SYSTEM BY ADVANCING RESTORATIVE JUSTICE PRACTICE AND TRAINING TO END DOMESTIC VIOLENCE
162,500
CONTRA COSTA FAMILY JUSTICE CENTER ALLIANCE
256 24TH STREET
RICHMOND
,
CA
94804
NONE
PC
RESTORATIVE JUSTICE INNOVATION AS AN ALTERNATIVE TO END AND PREVENT FAMILY VIOLENCE
396,600
PREVENTION INSTITUTE
221 OAK STREET
OAKLAND
,
CA
94607
NONE
PC
SAFETY THROUGH CONNECTION: IMPLEMENTING AND SUSTAINING DOMESTIC VIOLENCE PREVENTION IN COLLABORATIVES
750,002
Total
.................................
3b
15,879,018
Form
990-PF
(2019)
Form 990-PF (2019)
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.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees 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
1,533,321
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not 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
493,672
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
REFUNDED GRANT
6,701
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
0
2,026,993
6,701
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
2,033,694
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
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.)
11
UNSPENT GRANT FUNDS FROM PRIOR YEARS RETURNED FROM GRANTEES
Form
990-PF
(2019)
Form 990-PF (2019)
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?
...........
Yes
No
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.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description