-
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
BCBSM Foundation Inc
Number and street (or P.O. box number if mail is not delivered to street address)
PO Box 64560
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
St Paul
,
MN
55164
A Employer identification number
36-3525653
B
Telephone number (see instructions)
(866) 812-1593
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)
$
64,753,774
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)
5,000,000
2
Check
.............
3
Interest on savings and temporary cash investments
27,817
27,817
4
Dividends and interest from securities
...
2,230,856
2,230,856
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
1,179,073
b
Gross sales price for all assets on line 6a
16,494,080
7
Capital gain net income (from Part IV, line 2)
...
1,179,073
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)
.......
3,748
3,748
12
Total.
Add lines 1 through 11
........
8,441,494
3,441,494
13
Compensation of officers, directors, trustees, etc.
242,012
242,012
14
Other employee salaries and wages
......
547,119
547,119
15
Pension plans, employee benefits
.......
166,879
166,879
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
c
Other professional fees (attach schedule)
....
433,701
433,701
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
112,100
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
27,999
27,999
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
210,219
204,063
6,101
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
1,740,029
204,063
1,423,811
25
Contributions, gifts, grants paid
.......
4,778,528
4,233,660
26
Total expenses and disbursements.
Add lines 24 and 25
6,518,557
204,063
5,657,471
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
1,922,937
b
Net investment income
(if negative, enter -0-)
3,237,431
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
.............
5,358,409
419,145
419,145
2
Savings and temporary cash investments
.........
3
Accounts receivable
4,680,684
Less: allowance for doubtful accounts
4,680,684
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
..........
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
55,494,708
64,230,728
64,230,728
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)
..........
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
116,288
103,901
103,901
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
60,969,405
69,434,458
64,753,774
17
Accounts payable and accrued expenses
..........
481,036
236,756
18
Grants payable
.................
688,096
1,232,964
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
)
23
Total liabilities
(add lines 17 through 22)
.........
1,169,132
1,469,720
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
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
59,800,273
67,964,738
29
Total net assets or fund balances
(see instructions)
.....
59,800,273
67,964,738
30
Total liabilities and net assets/fund balances
(see instructions)
.
60,969,405
69,434,458
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
59,800,273
2
Enter amount from Part I, line 27a
.....................
2
1,922,937
3
Other increases not included in line 2 (itemize)
3
4
Add lines 1, 2, and 3
..........................
4
61,723,210
5
Decreases not included in line 2 (itemize)
5
-6,241,528
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
67,964,738
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
b
Capital Gain Distribution
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
16,486,258
15,315,007
1,171,251
b
7,822
7,822
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
1,171,251
b
7,822
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
1,179,073
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
4,328,990
61,256,489
000000.070670
2017
4,925,908
62,044,421
000000.079393
2016
4,929,864
60,436,706
000000.081571
2015
5,690,893
65,636,953
000000.086703
2014
5,826,436
68,805,912
000000.084679
2
Total
of line 1, column (d)
.....................
2
000000.403016
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
000000.080603
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
63,308,544
5
Multiply line 4 by line 3
......................
5
5,102,859
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
32,374
7
Add lines 5 and 6
........................
7
5,135,233
8
Enter qualifying distributions from Part XII, line 4
,.............
8
5,657,471
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
32,374
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
3
Add lines 1 and 2
...........................
3
32,374
4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
4
5
Tax based on investment income.
Subtract line 4 from line 3. If zero or less, enter -0-
.....
5
32,374
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
43,676
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
d
Backup withholding erroneously withheld
...........
6d
7
Total credits and payments. Add lines 6a through 6d
..............
7
43,676
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
11,302
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
Refunded
11
11,302
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.
$
(2)
On foundation managers.
$
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
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)
MN
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
No
Website address
www.bluecrossmn.com/foundation
14
The books are in care of
Corporate Offices
Telephone no.
(651) 662-6828
Located at
3535 Blue Cross Road
Eagan
MN
ZIP+4
551221154
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
MARK STEFFEN MD
BOARD CHAIR
000.00
0
3535 BLUE CROSS ROAD
ST PAUL
,
MN
55122
TOM VANDERHEYDEN
BOARD CHAIR
000.00
0
3535 BLUE CROSS ROAD
ST PAUL
,
MN
55122
CRAIG SAMITT
BOARD CHAIR
000.00
0
3535 BLUE CROSS ROAD
ST PAUL
,
MN
55122
BUKATA HAYES
VICE CHAIR
000.00
2,000
3535 BLUE CROSS ROAD
ST PAUL
,
MN
55122
FRANK FERNANDEZ
VICE CHAIR
000.00
0
3535 BLUE CROSS ROAD
ST PAUL
,
MN
55122
LAYLA NOURAEE
SECRETARY
000.00
0
3535 BLUE CROSS ROAD
ST PAUL
,
MN
55122
LAURA TONGUE
ASST SECRETARY
000.00
0
3535 BLUE CROSS ROAD
ST PAUL
,
MN
55122
JOHN ORNER
TREASURER
000.00
0
3535 BLUE CROSS ROAD
ST PAUL
,
MN
55122
DENISE BERGEVIN
TREASURER
000.00
0
3535 BLUE CROSS ROAD
ST PAUL
,
MN
55122
ROCHELLE MYERS
DIRECTOR
000.00
0
3535 BLUE CROSS ROAD
ST PAUL
,
MN
55122
JAN MALCOLM
DIRECTOR
000.00
0
3535 BLUE CROSS ROAD
ST PAUL
,
MN
55122
NANCY VYSKOCIL
DIRECTOR
000.00
2,000
3535 BLUE CROSS ROAD
ST PAUL
,
MN
55122
PAMELA MORET
DIRECTOR
000.00
1,500
3535 BLUE CROSS ROAD
ST PAUL
,
MN
55122
CAROLYN LINK
PRESIDENT
040.00
236,512
58,728
3535 BLUE CROSS ROAD
ST PAUL
,
MN
55122
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
CLAIRE CHANG
SENIOR PROGRAM OFFIC
040.00
136,778
45,658
3535 BLUE CROSS ROAD
ST PAUL
,
MN
55122
ALLISON CORRADO
SENIOR PROGRAM OFFIC
040.00
104,940
42,221
3535 BLUE CROSS ROAD
ST PAUL
,
MN
55122
JANET JABLONSKE
OPERATIONS MANAGER
040.00
95,867
39,015
3535 BLUE CROSS ROAD
ST PAUL
,
MN
55122
BILAL ALKATOUT
SENIOR PROGRAM OFFIC
040.00
81,648
18,042
3535 BLUE CROSS ROAD
ST PAUL
,
MN
55122
Total
number of other employees paid over $50,000
...................
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
Amherst H Wilder Foundation
Consulting Service
241,233
451 Lexingtion Pkwy N
St Paul
,
MN
55104
Arcadia Research and Evaluation LLC
Consulting Service
80,722
364 Warwick St
St Paul
,
MN
55105
Total
number of others receiving over $50,000 for professional services
.............
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
Funds were used for evaluation of a protfolio of grantees working on health equity projects funded by the Foundation. Grantee work in this focus area is amined at advancing community strategies that improve opportunities for people to reach their full health potential Funds supported evaluation, communication support, and grantee expenses related ot convenings.
241,233
2
Funds supported evaluation for the Foundation's quality early education and care program that helps licensed faimly childcare providers improve the qual,ity of care provided to Minnesota children, giving them the best chance for a healthy future.
47,389
3
The Foundation contracted for strategic advising around its charitable investments in early childhood education and development including planning and facilitating the Learn Together MN meetings and consultation and support on program planning.
13,875
4
The Foundation provided communications training and support to early childhood grantees to support their effectiveness in strategic framing and communicating about early childhood development and related issues.
8,664
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
None
2
None
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
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
63,099,256
b
Average of monthly cash balances
.......................
1b
1,173,377
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
64,272,633
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation)
.............
1e
2
Acquisition indebtedness applicable to line 1 assets
..................
2
3
Subtract line 2 from line 1d
.........................
3
64,272,633
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
964,089
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
63,308,544
6
Minimum investment return.
Enter 5% of line 5
..................
6
3,165,427
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
3,165,427
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
32,374
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
32,374
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
3,133,053
4
Recoveries of amounts treated as qualifying distributions
................
4
5
Add lines 3 and 4
............................
5
3,133,053
6
Deduction from distributable amount (see instructions)
.................
6
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1
...
7
3,133,053
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
5,657,471
b
Program-related investments—total from Part IX-B
..................
1b
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
5,657,471
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
32,374
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
5,625,097
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
3,133,053
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
b
Total for prior years:
20
,
20
,
20
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
2,489,782
b
From 2015
......
2,472,723
c
From 2016
......
1,948,179
d
From 2017
......
1,756,980
e
From 2018
......
1,335,370
f
Total
of lines 3a through e
........
10,003,034
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
5,657,471
a
Applied to 2018, but not more than line 2a
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
c
Treated as distributions out of corpus (Election
required—see instructions)
........
d
Applied to 2019 distributable amount
.....
3,133,053
e
Remaining amount distributed out of corpus
2,524,418
5
Excess distributions carryover applied to 2019.
(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
12,527,452
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
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
......
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
e
Undistributed income for 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
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)
.......
8
Excess distributions carryover from 2014 not
applied on line 5 or line 7 (see instructions)
...
2,489,782
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
10,037,670
10
Analysis of line 9:
a
Excess from 2015
....
2,472,723
b
Excess from 2016
....
1,948,179
c
Excess from 2017
....
1,756,980
d
Excess from 2018
....
1,335,370
e
Excess from 2019
....
2,524,418
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).)
None
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.
None
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:
Carolyn Link
PO Box 64560
St Paul
,
MN
55164
(866) 812-1593
foundationbluecrossmnfoundation.org
b
The form in which applications should be submitted and information and materials they should include:
Please visit our website at www.bluecrossmn.com/foundation for instructions on how to apply.
c
Any submission deadlines:
Inquiries are accepted throughout the year and applicants are given a proposal due date at the time
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
We typically do not provide funding for programs outside Minnesota.
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
Advocates For Human Rights
330 Second Avenue South Suite 800
Minneapolis
,
MN
55401
PC
Pro Bono Engagement for Immigrant Defense Project
175,000
African Community Senior Services
3040 4th Ave South 5C
Minneapolis
,
MN
55408
PC
Outreach application and enrollment assistance to low-income families and individuals
25,000
African Community Services in Minnesota
1305 East 24th Street
Minneapolis
,
MN
55404
PC
Outreach, Application and Enrollment Assistance for Low-Income Families and Individuals
50,000
Alliance for Metropolitan Stability
2525 E Franklin Avenue Suite 200
Minneapolis
,
MN
55406
PC
General operating support
100,000
Amherst H Wilder Foundation
451 Lexington Parkway North
St Paul
,
MN
55104
PC
Minnesota Compass
20,000
CARE Clinic
906 College Ave
Red Wing
,
MN
55066
PC
Coordinated MNsure Enrollment Program to Decrease Barriers to Successful Health Insurance Enrollment
20,000
Casa de Esperanza
PO Box 40115
St Paul
,
MN
55104
PC
Building Healthy Latin Families and Communities
100,000
Centro de Trabajadores Unidos en Lucha
3715 Chicago Avenue South
Minneapolis
,
MN
55407
PC
Worker-Led Reform of the Twin Cities Construction Industry
100,000
Centro de Trabajadores Unidos en Lucha
3715 Chicago Avenue South
Minneapolis
,
MN
55407
PC
CTUL Construction Campaign Supplemental Funding
24,500
Centro Tyrone Guzman
1915 Chicago Avenue
Minneapolis
,
MN
55404
PC
Wise Elders Microenterprise
37,468
Children's Defense Fund - Minnesota
555 Park Street Suite 410
St Paul
,
MN
55103
PC
Voices and Choices for Children Coalition
80,000
Christian Cupboard Emergency Food Shelf
8264 4th Street North
Oakdale
,
MN
55128
PC
Grant in honor of Rochelle Myers, Blue Cross Foundation board of directors
5,000
City of Saint Paul
15 West Kellogg Blvd Suite 310B
Saint Paul
,
MN
55102
GOV
Saint Paul 3K
25,000
Coalition of Asian American Leaders
941 Lafond Avenue Suite 205
St Paul
,
MN
55104
PC
Paths Forward on Safe Communities
100,000
Comunidades Latinas Unidas En Servicio
797 East 7th Street
St Paul
,
MN
55106
PC
Grant provided in honor of Frank Fernandezs service on the Blue Cross Foundations board of directors
5,000
Comunidades Latinas Unidas En Servicio
797 East 7th Street
St Paul
,
MN
55106
PC
Outreach, Application and Enrollment Assistance for Low-Income Families and Individuals
50,000
Council on American-Islamic Relations Minnesota
2511 East Franklin Avenue Suite 100
Minneapolis
,
MN
55406
PC
Empowering Somali/Muslim Community in Central Minnesota to Challenge Hate and Bigotry
25,000
I Am Resources
1099 South Snelling Avenue
St Paul
,
MN
55116
PC
Grant in honor of Shirley Hughes, Blue Cross Foundation board of directors
2,500
FrontStream
11480 Commerce Park Drive Suite 300
Reston
,
VA
20191
Expenditure Responsi
2017 Community Giving Campaign Match
69,657
FrontStream
11480 Commerce Park Drive Suite 300
Reston
,
VA
20191
Expenditure Responsi
2018 Community Giving Campaign Match
282,352
Grantmakers In Health
1100 Connecticut Avenue NW Suite 12
Washington
,
DC
20036
PC
2019 GIH Funding Partner
5,100
Greater Minneapolis Community Connections
1100 East Lake Street
Minneapolis
,
MN
55407
PC
2019 Minnesota FoodShare
70,006
Greater Twin Cities United Way
404 South Eighth Street
Minneapolis
,
MN
55404
PC
Start Early Funders Coalition
22,500
Hispanic Outreach Program of Goodhue County
628 W 5th St
Red Wing
,
MN
55066
PC
Meet.Learn.Share
49,500
Hmong American Partnership
1075 Arcade St
St Paul
,
MN
55106
PC
Outreach, Application and Enrollment Assistance for Low-Income Families and Individuals
50,000
Hope Community Inc
611 East Franklin Avenue
Minneapolis
,
MN
55082
PC
Engaging Community and Building Assets for Healing, Safety, and Sanctuary
100,000
Jewish Community Action
2375 University Avenue West
St Paul
,
MN
55114
PC
Building a Shared Analysis to Combat Antisemitism and Strengthen Movements for Justice
90,000
Justus Health
2577 Territorial Road
Saint Paul
,
MN
55114
PC
Expanding Insurance Coverage for LGBTQ and HIV-positive Minnesotans
50,000
Lakes & Prairies Community Action Partnership Inc
715 11th Street N Suite 402
Moorhead
,
MN
56560
PC
Somali Child Care Development
60,000
Liberty Community Church PCUSA
3700 Broadway Avenue North
Minneapolis
,
MN
55412
PC
Capacity-building for Thriving, Healthy, and Connected Communities through Youth Participatory Action Research YPAR
100,000
Men As Peacemakers
123 W Superior St
Duluth
,
MN
55802
PC
Fiscal sponsor for Men and Masculine Folks Leadership Training Insitute
26,750
Mid-Minnesota Legal Assistance
111 N Fifth Street Suite 100
Minneapolis
,
MN
55403
PC
Outreach, Application, and Enrollment Assistance for Low-Income Families and Individuals
100,000
Minnesota Council on Foundations
800 Washington Ave N Suite 703
Minneapolis
,
MN
55401
PC
2019 Membership Contribution
7,600
Native American Community Clinic
1213 E Franklin Ave
Minneapolis
,
MN
55404
PC
Outreach, Application and Enrollment Assistance for Low-Income Families and Individuals
30,000
Navigate
1515 East Lake Street Suite 202
Minneapolis
,
MN
55407
PC
From resilience to power a safe community is an organized one
100,000
Nexus Community Partners
2314 University Avenue West Suite 1
St Paul
,
MN
55113
PC
Building Community Capacity
100,000
Northland Foundation
202 W Superior Street Suite 610
Duluth
,
MN
55802
PC
Pathways to Quality Early Care and Education
90,000
Northland Foundation
202 W Superior Street Suite 610
Duluth
,
MN
55802
PC
Early Care and Education Convening Support for the Minnesota Initiative Foundations
25,000
NorthPoint Health & Wellness Inc
1256 Penn Ave N Minneapolis
Minneapolis
,
MN
55411
PC
Outreach, Application and Enrollment Assistance for Low-Income Families and Individuals
75,000
Northside Achievement Zone
2123 West Broadway Avenue Suite 100
Minneapolis
,
MN
55411
PC
Early Childhood Care and Education Health Equity in Action
85,000
Northwest Indian Community Development Center
1819 Bemidji Ave N
Bemidji
,
MN
56601
PC
Outreach, Application and Enrollment Assistance for Low-Income Families and Individuals
100,000
Northwest Minnesota Foundation
201 3rd Street NW
Bemidji
,
MN
56601
PC
Step Up-- Children Enter Kindergarten Ready to Learn
98,900
Open Door Health Center
309 Holly Lane
Mankato
,
MN
56001
PC
Outreach Application and Enrollment Assistance for Low-Income Families and Individuals
75,000
OutFront Minnesota Community Services
310 East 38th Street Suite 209
Minneapolis
,
MN
55409
PC
Anti-Violence Program
50,000
Partnership Academy
6500 Nicollet Ave
Richfield
,
MN
55423
PC
Fiscal sponsor for La Red Latina de Educacion Temprana
100,000
Portico Healthnet
2610 University Avenue West Suite 5
St Paul
,
MN
55114
PC
Outreach, Application and Enrollment Assistance for Low-Income Families and Individuals
100,000
Project FINE
202 W 3rd St
Winona
,
MN
55987
PC
Healthy Connections Advancing Equity and Addressing Social Determinants of Health
100,000
Promise Neighborhood of Central Minnesota
PO Box 6082
St Cloud
,
MN
56302
PC
Mpower Software Purchase and Training - Assistance Beyond the Grant
8,000
Red Lake Band of Chippewa Indians
15484 Migizi Drive PO Box 550
Red Lake
,
MN
56671
PC
Protecting the Health and Safety of Elders
76,905
Regents of the University of Minnesota
200 Oak Street SE Suite 450
Minneapolis
,
MN
55455
PC
Describing Minnesotas Uninsured and the Communities in Which They Live Phase 3 - Data Refresh and Targeting
104,996
Regents of the University of Minnesota
200 Oak Street SE Suite 450
Minneapolis
,
MN
55455
PC
Navigator Tool Data Refresh
25,000
Region Nine Area Inc
3 Civic Center Plaza Suite 301
Mankato
,
MN
56001
PC
Welcoming Communities Project
100,000
Reviving the Islamic Sisterhood for Empowerment
1007 West Broadway Ave
Minneapolis
,
MN
55411
PC
Healthy, Safe, and Connected Communities for Muslim Women
75,000
Second Harvest Heartland
1140 Gervais Avenue
Saint Paul
,
MN
55109
PC
Grant in honor of Shirley Hughes, Blue Cross Foundation board of directors
2,500
SEWA-AIFW
3702 E Lake St
Minneapolis
,
MN
55406
PC
Closing the Gap to Toward Healthy Connections
75,000
Southern Minnesota Regional Legal Services Inc
55 E 5th Street Suite 800
St Paul
,
MN
55101
PC
Lawyers Advancing Wellness at Open Door
78,126
Southwest Initiative Foundation
3rd Avenue NW
Hutchinson
,
MN
55350
PC
Community Solutions for SW MN Child Care
88,000
St Paul Youth Services
2100 Wilson Avenue
St Paul
,
MN
55119
PC
How Black Youth Advance Health Equity and Build Youth Power at St. Paul Youth Services
100,000
Think Small
10 Yorkton Ct
St Paul
,
MN
55117
PC
Minnesota Families Equitable Access to Early Childhood Care and Education
85,000
United Community Action Partnership
200 4th Street SW PO Box 1359
Willmar
,
MN
56201
PC
Community Connectors
75,000
United Community Action Partnership
200 4th Street SW PO Box 1359
Willmar
,
MN
56201
PC
Partners in Care
25,000
Voices for Racial Justice
2525 E Franklin Ave Suite 301
Minneapolis
,
MN
55406
PC
General operating support
100,000
Voices for Racial Justice
2525 E Franklin Ave Suite 301
Minneapolis
,
MN
55406
PC
Redesign VRJ Website
25,000
West Bank CDC Inc
1808 Riverside Ave Suite 201
Minneapolis
,
MN
55454
PC
Ileys Dariis / Neighborhood Light
33,300
Total
.................................
3a
4,233,660
b
Approved for future payment
African Community Senior Services
3040 4th Ave South 5C
Minneapolis
,
MN
55408
PC
Outreach application and enrollment assistance to low-income families and individuals
25,000
African Community Services in Minnesota
1305 East 24th Street
Minneapolis
,
MN
55404
PC
Outreach, Application and Enrollment Assistance for Low-Income Families and Individuals
50,000
CARE Clinic
906 College Ave
Red Wing
,
MN
55066
PC
Coordinated MNsure Enrollment Program to Decrease Barriers to Successful Health Insurance Enrollment
20,000
Comunidades Latinas Unidas En Servicio
797 East 7th Street
St Paul
,
MN
55106
PC
Outreach, Application and Enrollment Assistance for Low-Income Families and Individuals
50,000
FrontStream
11480 Commerce Park Drive Suite 300
Reston
,
VA
20191
Expenditure Responsi
2019 Community Giving Campaign
370,316
FrontStream
11480 Commerce Park Drive Suite 300
Reston
,
VA
20191
Expenditure Responsi
2018 Community Giving Campaign
62,648
Hmong American Partnership
1075 Arcade St
St Paul
,
MN
55106
PC
Outreach, Application and Enrollment Assistance for Low-Income Families and Individuals
50,000
Immigrant Law Center of Minnesota
450 North Syndicate Street Suite 17
St Paul
,
MN
55104
PC
Immigrant Law Center of Minnesota General Operating Support
200,000
Justus Health
2577 Territorial Road
Saint Paul
,
MN
55114
PC
Expanding Insurance Coverage for LGBTQ and HIV-positive Minnesotans
50,000
Native American Community Clinic
1213 E Franklin Ave
Minneapolis
,
MN
55404
PC
Outreach, Application and Enrollment Assistance for Low-Income Families and Individuals
30,000
NorthPoint Health & Wellness Inc
1256 Penn Ave N Minneapolis
Minneapolis
,
MN
55411
PC
Outreach, Application and Enrollment Assistance for Low-Income Families and Individuals
75,000
Northwest Indian Community Development Center
1819 Bemidji Ave N
Bemidji
,
MN
56601
PC
Outreach, Application and Enrollment Assistance for Low-Income Families and Individuals
100,000
Open Door Health Center
309 Holly Lane
Mankato
,
MN
56001
PC
Outreach Application and Enrollment Assistance for Low-Income Families and Individuals
75,000
United Community Action Partnership
586 Fuller Avenue
St Paul
,
MN
55103
PC
Partners in Care Multi-cultural Childcare
75,000
Total
.................................
3b
1,232,964
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
...........
14
27,817
4
Dividends and interest from securities
....
14
2,230,856
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
.....
14
3,748
8
Gain or (loss) from sales of assets other than
inventory
............
18
1,179,073
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)
..
3,441,494
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
3,441,494
(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.)
N/a
N/A
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)
Yes
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees
..............
1c
Yes
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
1b(6)
910,909
BCBSM Inc
BCBSM, Inc. employees performed personal services for reporting organisation
1c
1
BCBSM Inc
Sharing of Facilties
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:
19009610
Software Version:
19.2.1.0
Part VI Line 7 - Tax Paid with the Original Return:
43,676
Form 990PF - Special Condition Description:
Special Condition Description