-
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
UNITED HEALTH FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)
MN008-T830 9900 BREN ROAD EAST
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MINNETONKA
,
MN
55343
A Employer identification number
41-1941615
B
Telephone number (see instructions)
(952) 936-1754
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)
$
57,475,923
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)
75,000,000
2
Check
.............
3
Interest on savings and temporary cash investments
140,054
140,054
4
Dividends and interest from securities
...
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
b
Gross sales price for all assets on line 6a
7
Capital gain net income (from Part IV, line 2)
...
0
8
Net short-term capital gain
.........
9
Income modifications
...........
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
....
c
Gross profit or (loss) (attach schedule)
.....
11
Other income (attach schedule)
.......
283,953
0
12
Total.
Add lines 1 through 11
........
75,424,007
140,054
13
Compensation of officers, directors, trustees, etc.
0
0
0
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
668
0
668
b
Accounting fees (attach schedule)
.......
23,041
0
23,041
c
Other professional fees (attach schedule)
....
3,265,113
567
3,141,376
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
489,500
0
887,119
22
Printing and publications
..........
35,515
0
35,515
23
Other expenses (attach schedule)
.......
59,709
0
56,138
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
3,873,546
567
4,143,857
25
Contributions, gifts, grants paid
.......
40,830,716
39,604,289
26
Total expenses and disbursements.
Add lines 24 and 25
44,704,262
567
43,748,146
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
30,719,745
b
Net investment income
(if negative, enter -0-)
139,487
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
.............
2
Savings and temporary cash investments
.........
4,903,672
6,886,357
6,886,357
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
49,008,681
Less: allowance for doubtful accounts
16,011,544
49,008,681
49,008,681
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)
.......
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
)
1,234,725
1,580,885
1,580,885
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
22,149,941
57,475,923
57,475,923
17
Accounts payable and accrued expenses
..........
407,353
136,474
18
Grants payable
.................
19
Deferred revenue
.................
20
Loans from officers, directors, trustees, and other disqualified persons
21
Mortgages and other notes payable (attach schedule)
......
22
Other liabilities (describe
)
5,696,830
10,227,785
23
Total liabilities
(add lines 17 through 22)
.........
6,104,183
10,364,259
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
-1,253,242
-3,534,529
25
Net assets with donor restrictions
............
17,299,000
50,646,193
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)
.....
16,045,758
47,111,664
30
Total liabilities and net assets/fund balances
(see instructions)
.
22,149,941
57,475,923
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
16,045,758
2
Enter amount from Part I, line 27a
.....................
2
30,719,745
3
Other increases not included in line 2 (itemize)
3
346,161
4
Add lines 1, 2, and 3
..........................
4
47,111,664
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
47,111,664
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.)
1a
b
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-)
or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
3
Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8
...................
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
39,793,322
3,660,500
10.871007
2017
40,645,674
13,148,730
3.091224
2016
45,572,424
9,164,524
4.972700
2015
30,087,520
8,545,990
3.520659
2014
27,115,627
7,926,287
3.420975
2
Total
of line 1, column (d)
.....................
2
25.876565
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
5.175313
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
6,473,343
5
Multiply line 4 by line 3
......................
5
33,501,576
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
1,395
7
Add lines 5 and 6
........................
7
33,502,971
8
Enter qualifying distributions from Part XII, line 4
,.............
8
43,748,146
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
1,395
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
1,395
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
1,395
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
2,345
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
2,000
d
Backup withholding erroneously withheld
...........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
4,345
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
2,950
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
2,950
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)
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
Yes
Website address
WWW.UNITEDHEALTHFOUNDATION.ORG
14
The books are in care of
DAN CHRISTOPHERSON
Telephone no.
(952) 936-1754
Located at
MN008-T830 9900 BREN ROAD EAST
MINNETONKA
MN
ZIP+4
55343
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
MARIANNE SHORT
CHAIRMAN
0.50
0
0
0
9900 BREN ROAD EAST
MINNETONKA
,
MN
55343
TRACY MALONE
PRESIDENT
25.00
0
0
0
9900 BREN ROAD EAST
MINNETONKA
,
MN
55343
PETER RAINEY
TREASURER
0.50
0
0
0
9900 BREN ROAD EAST
MINNETONKA
,
MN
55343
FARAZ CHOUDHARY
SECRETARY
10.00
0
0
0
9900 BREN ROAD EAST
MINNETONKA
,
MN
55343
DANNETTE SMITH
ASSISTANT SECRETARY
0.50
0
0
0
9900 BREN ROAD EAST
MINNETONKA
,
MN
55343
CORY ALEXANDER
DIRECTOR
0.50
0
0
0
9900 BREN ROAD EAST
MINNETONKA
,
MN
55343
HEATHER CIANFROCCO
DIRECTOR
0.50
0
0
0
9900 BREN ROAD EAST
MINNETONKA
,
MN
55343
TERRY CLARK
DIRECTOR
0.50
0
0
0
9900 BREN ROAD EAST
MINNETONKA
,
MN
55343
KRISTY DUFFEY
DIRECTOR
0.50
0
0
0
9900 BREN ROAD EAST
MINNETONKA
,
MN
55343
NORMAN WRIGHT
DIRECTOR
0.50
0
0
0
9900 BREN ROAD EAST
MINNETONKA
,
MN
55343
THOMAS WIFFLER
DIRECTOR
0.50
0
0
0
9900 BREN ROAD EAST
MINNETONKA
,
MN
55343
TAMI RELLER
DIRECTOR
0.50
0
0
0
9900 BREN ROAD EAST
MINNETONKA
,
MN
55343
RHONDA RANDALL
DIRECTOR
0.50
0
0
0
9900 BREN ROAD EAST
MINNETONKA
,
MN
55343
BRETT MANDERFELD
DIRECTOR
0.50
0
0
0
9900 BREN ROAD EAST
MINNETONKA
,
MN
55343
VAUGHN PAUNOVICH
DIRECTOR
0.50
0
0
0
9900 BREN ROAD EAST
MINNETONKA
,
MN
55343
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
ARUNDEL METRICS
CONSULTING FOR AMERICA'S HEALTH RANKINGS
1,472,369
175 ARUNDEL STREET
ST PAUL
,
MN
55102
THE GLOVER PARK GROUP LLC
CONSULTING FOR KEY PROGRAMS
790,894
1025 F ST NW 9TH FLR
WASHINGTON
,
DC
20004
RESERVOIR COMMUNICATIONS GROUP
CONSULTING FOR AMERICA'S HEALTH RANKINGS
580,162
1200 NEW HAMPSHIRE AVE NW STE 502
WASHINGTON
,
DC
20036
J WALTER THOMPSON
CONSULTING FOR KEY PROGRAMS
273,849
1300 NICOLLET MALL 5TH FL
MINNEAPOLIS
,
MN
55403
PERISCOPE
CONSULTING FOR KEY PROGRAMS
89,842
921 WASHINGTON AVE S
MINNEAPOLIS
,
MN
55415
Total
number of others receiving over $50,000 for professional services
.............
5
Part IX-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.
Expenses
1
AMERICA'S HEALTH RANKINGS:THE FOUNDATION CONDUCTS THE AMERICA'S HEALTH RANKINGS, WHICH IS A STATE-BY-STATE ANALYSIS OF THE NATION'S HEALTH. AMERICA'S HEALTH RANKINGS HAS SERVED AS A CALL TO ACTION FOR HEALTHIER PEOPLE AND THEIR COMMUNITIES FOR NEARLY 30 YEARS, AND HAS GROWN TO INCLUDE REPORTS THAT EXAMINE THE HEALTH OF SENIORS AGED 65+, WOMEN AND CHILDREN, AND THOSE WHO HAVE SERVED IN THE U.S. ARMED FORCES.
2,968,516
2
TRANSFORMING HEALTH WITH COMMUNITIES:THE FOUNDATION IS COMMITTED TO SOURCING, DEVELOPING AND SUPPORTING INNOVATIVE AND EVIDENCE-BASED IDEAS THAT WILL HELP THE HEALTH SYSTEM WORK BETTER. TO DO THIS, WE IDENTIFY MEANINGFUL PARTNERS AND INITIATIVES THAT WE BELIEVE HAVE THE POTENTIAL TO LEAD TO IMPROVED ACCESS TO CARE, BETTER HEALTH OUTCOMES, AND HEALTHIER COMMUNITIES, AND ARE SCALABLE. AS AN EXAMPLE, THE FOUNDATION PARTNERED WITH THE CANKDESKA CIKANA COMMUNITY COLLEGE, A TRIBAL COLLEGE IN NORTH DAKOTA, TO ADDRESS HIGH RATES OF SUBSTANCE ABUSE IN THE COMMUNITY. SUPPORT FROM THE FOUNDATION FUNDS THE RENOVATION OF A FORMER GROUP HOME INTO THE REGION'S ONLY RESIDENTIAL SUBSTANCE ABUSE TREATMENT CENTER, AND ALSO PROVIDES TECHNICAL ASSISTANCE TO DEVELOP A WORKFORCE STAFFING MODEL THAT ENABLES CULTURALLY-COMPETENT CARE AND PROMOTES LONG-TERM RECOVERY.
28,976
3
DIVERSE SCHOLARS INITIATIVE: DEVELOPING THE FUTURE HEALTH WORKFORCE AND IMPROVING COMMUNITY WELL-BEING:THIS INITIATIVE SUPPORTS THE FOUNDATION'S COMMITMENT TO IMPROVE HEALTH BY INCREASING THE NUMBER OF HEALTH PROFESSIONALS FROM MULTICULTURAL BACKGROUNDS. HUNDREDS OF UNITED HEALTH FOUNDATION DIVERSE SCHOLARS ARE WORKING TO ATTAIN THEIR HIGHER EDUCATION GOALS AND EVENTUALLY WILL START CAREERS IN THE HEALTH INDUSTRY. THESE STUDENTS WHO OFTEN COME FROM LOWER-INCOME MULTICULTURAL BACKGROUNDS WILL INCREASE THE NUMBER OF QUALIFIED, YET UNDERREPRESENTED, HEALTH CARE PROFESSIONALS ENTERING THE WORKFORCE.
719,557
4
Part IX-B
Summary of Program-Related Investments
(see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.
Amount
1
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
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
0
b
Average of monthly cash balances
.......................
1b
6,571,922
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
6,571,922
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
6,571,922
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
98,579
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
6,473,343
6
Minimum investment return.
Enter 5% of line 5
..................
6
323,667
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
323,667
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
1,395
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
1,395
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
322,272
4
Recoveries of amounts treated as qualifying distributions
................
4
283,953
5
Add lines 3 and 4
............................
5
606,225
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
606,225
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
43,748,146
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
43,748,146
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
1,395
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
43,746,751
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
606,225
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
......
26,719,335
b
From 2015
......
29,660,314
c
From 2016
......
45,114,610
d
From 2017
......
40,381,025
e
From 2018
......
39,611,555
f
Total
of lines 3a through e
........
181,486,839
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
43,748,146
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
.....
606,225
e
Remaining amount distributed out of corpus
43,141,921
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
224,628,760
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)
...
26,719,335
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
197,909,425
10
Analysis of line 9:
a
Excess from 2015
....
29,660,314
b
Excess from 2016
....
45,114,610
c
Excess from 2017
....
40,381,025
d
Excess from 2018
....
39,611,555
e
Excess from 2019
....
43,141,921
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 email address of the person to whom applications should be addressed:
b
The form in which applications should be submitted and information and materials they should include:
c
Any submission deadlines:
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
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
AMERICAN INDIAN COLLEGE FUND
ATTN CHERYL CRAZY BULL 8333
GREENWOOD BLVD
DENVER
,
CO
80221
PC
UNITED HEALTH FOUNDATION AMERICAN INDIAN COLLEGE FUND SCHOLARSHIPS
80,000
AMERICAN INDIAN COLLEGE FUND
ATTN CHERYL CRAZY BULL 8333
GREENWOOD BLVD
DENVER
,
CO
80221
PC
UNITED HEALTH FOUNDATION AMERICAN INDIAN COLLEGE FUND SCHOLARSHIPS
116,000
AMERICAN INDIAN COLLEGE FUND
ATTN CHERYL CRAZY BULL 8333
GREENWOOD BLVD
DENVER
,
CO
80221
PC
UNITED HEALTH FOUNDATION AMERICAN INDIAN COLLEGE FUND SCHOLARSHIPS
125,000
ANY BABY CAN
6207 SHERIDAN AVE
AUSTIN
,
TX
78723
PC
PROMOTE EARLY INTERVENTION TO REDUCE THE EFFECTS OF PREECLAMPSIA AND LONG-TERM MENTAL HEALTH ISSUES.
666,667
ASIAN & PACIFIC ISLANDER AMERICAN
SCHOLARSHIP FUND 2025 M ST NW 610
WASHINGTON
,
DC
20036
PC
ASIAN & PACIFIC ISLANDER AMERICAN SCHOLARS PROGRAM
95,000
ASIAN & PACIFIC ISLANDER AMERICAN
SCHOLARSHIP FUND 2025 M ST NW 610
WASHINGTON
,
DC
20036
PC
ASIAN & PACIFIC ISLANDER AMERICAN SCHOLARS PROGRAM
90,000
ASIAN & PACIFIC ISLANDER AMERICAN
SCHOLARSHIP FUND 2025 M ST NW 610
WASHINGTON
,
DC
20036
PC
ASIAN & PACIFIC ISLANDER AMERICAN SCHOLARS PROGRAM
90,000
BEST PREP
7100 NORTHLAND CIR N STE 120
MINNEAPOLIS
,
MN
55428
PC
BESTPREP YOUTH EDUCATION PROGRAM SUPPORT (EMENTORS AND CLASSROOM PLUS)
10,000
BREAD FOR THE CITY
1525 SEVENTH ST NW
WASHINGTON
,
DC
20001
PC
CHARITABLE DONATION FOR 2019 DSI FORUM VOLUNTEER PARTNERS
5,000
CANKDESKA CIKANA COMMUNITY COLLEGE
PO BOX 269
FORT TOTTEN
,
ND
58335
PC
TIOSPAYE OKCIYAPI TIPI (HOME OR PLACE FOR FAMILIES HELPING FAMILIES) FOR THE SPIRIT LAKE DAKOTA RESERVATION COMMUNITY.
100,000
CANKDESKA CIKANA COMMUNITY COLLEGE
PO BOX 269
FORT TOTTEN
,
ND
58335
PC
TIOSPAYE OKCIYAPI TIPI (HOME OR PLACE FOR FAMILIES HELPING FAMILIES) FOR THE SPIRIT LAKE DAKOTA RESERVATION COMMUNITY.
150,000
CHILDRENS HOSPITAL OF WISCONSIN
FOUNDATION INC PO BOX 1997
MILWAUKEE
,
WI
53201
PC
PROVIDE 24/7 MENTAL & BEHAVIORAL HEALTH CRISIS RESPONSE TEAM FOR KIDS
833,333
CHILDRENS MINNESOTA FOUNDATION
5901 LINCOLN DR CDC 3 FOUND
EDINA
,
MN
55436
PC
UNITED HEALTH FOUNDATION 2020 STAR GALA VIP GIFT SPONSORSHIP
23,000
CHILDRENS THEATRE COMPANY
2400 THIRD AVE S
MINNEAPOLIS
,
MN
55404
PC
ACT PASS - TITLE SPONSORSHIP FOR 2018-2019 SEASON
25,000
CHILDRENS THEATRE COMPANY
2400 THIRD AVE S
MINNEAPOLIS
,
MN
55404
PC
ACT PASS - TITLE SPONSORSHIP FOR 2019-2020 SEASON
25,000
CIRCLE THE CITY
300 W CLARENDON AVE STE 200
PHOENIX
,
AZ
85013
PC
INTEGRATIVE HEALTH ASSESSMENT AND TREATMENT FOR VULNERABLE HOMELESS INDIVIDUALS
187,500
CIRCLE THE CITY
300 W CLARENDON AVE STE 200
PHOENIX
,
AZ
85013
PC
INTEGRATIVE HEALTH ASSESSMENT AND TREATMENT FOR VULNERABLE HOMELESS INDIVIDUALS
187,500
CLIMB
1001 WEST 31SST STREET
CHEYENNE
,
WY
82001
PC
SCALING THE CLIMB WYOMING MODEL TO IMPROVE SOCIAL DETERMINANTS OF HEALTH OUTCOMES FOR SINGLE MOTHERS IN POVERTY.
125,000
CLIMB
1001 WEST 31SST STREET
CHEYENNE
,
WY
82001
PC
SCALING THE CLIMB WYOMING MODEL TO IMPROVE SOCIAL DETERMINANTS OF HEALTH OUTCOMES FOR SINGLE MOTHERS IN POVERTY.
125,000
COALITION FOR THE HOMELESS OF CENTRAL FL
18 NORTH TERRY AVENUE
ORLANDO
,
FL
32801
PC
2019 UNITED HEALTH FOUNDATION OPTUM CARE SUMMIT SUPPORT
5,000
COLORADO CENTER FOR NURSING EXCELLENCE
5290 E YALE CIRCLE STE 102
DENVER
,
CO
80222
PC
AN INNOVATIVE PROJECT TO INCREASE ACCESS TO BEHAVIORAL HEALTH SERVICES IN RURAL COLORADO
300,000
COLORADO RURAL HEALTH CENTER
3033 S PARKER RD 606
AURORA
,
CO
80014
PC
2019 UNITED HEALTH FOUNDATION DONATION
5,000
COMMUNITY HEALTH CARE
1148 BROADWAY STE 100
TACOMA
,
WA
98402
PC
UNITED HEALTH FOUNDATION DONATION FOR COMMUNITY HEALTH CARE
1,000
CONGRESSIONAL BLACK CAUCUS FOUNDATION
1720 MASSACHUSETTS AVE NW
WASHINGTON
,
DC
20036
PC
CBCF LOUIS STOKES HEALTH SCHOLARS PROGRAM, SPONSORED BY UNITED HEALTH FOUNDATION
14,574
CONGRESSIONAL BLACK CAUCUS FOUNDATION
1720 MASSACHUSETTS AVE NW
WASHINGTON
,
DC
20036
PC
LOUIS STOKES HEALTH SCHOLARS PROGRAM, SPONSORED BY UNITED HEALTH FOUNDATION
25,500
CONGRESSIONAL BLACK CAUCUS FOUNDATION
1720 MASSACHUSETTS AVE NW
WASHINGTON
,
DC
20036
PC
LOUIS STOKES HEALTH SCHOLARS PROGRAM, SPONSORED BY UNITED HEALTH FOUNDATION
25,500
CONGRESSIONAL HISPANIC CAUCUS INSTITUTE
1128 16TH ST NW
WASHINGTON
,
DC
20036
PC
CHCI-UNITED HEALTH FOUNDATION SCHOLARSHIP
56,500
CONGRESSIONAL HISPANIC CAUCUS INSTITUTE
1128 16TH ST NW
WASHINGTON
,
DC
20036
PC
CHCI-UNITED HEALTH FOUNDATION SCHOLARSHIP PROGRAM
118,000
CONGRESSIONAL HISPANIC CAUCUS INSTITUTE
1128 16TH ST NW
WASHINGTON
,
DC
20036
PC
CHCI-UNITED HEALTH FOUNDATION SCHOLARSHIP PROGRAM
170,500
COVENANT HOUSE PENNSYLVANIA
31 E ARMAT STREET
PHILADELPHIA
,
PA
19144
PC
UNITED HEALTH FOUNDATION DONATION FOR COVENANT HOUSE PENNSYLVANIA
1,000
DAKOTA MEDICAL FOUNDATION
4141 28TH AVE S
FARGO
,
ND
58104
PC
UNITED HEALTH FOUNDATION SPONSORSHIP OF RECOVERY REINVENTED CONFERENCE
10,000
FAMILY FIRST HEALTH
116 S GEORGE ST 3RD FL
YORK
,
PA
17401
PC
CONNECTIONS FOR HEALTH WILL SUPPORT POSITIVE, SYSTEMIC CHANGE AROUND THE HEALTH AND WELLNESS OF STUDENTS, FAMILIES, AND SCHOOL STAFF AT BOTH AN INDIVIDUAL AND COMMUNITY LEVEL.
668,019
FOUNDATION FOR WOMANS
ATTN LEIGH LOW 100 WOMANS WAY
BATON ROUGE
,
LA
70817
PC
PREGNANCY SUBSTANCE MISUSE CASE MANAGEMENT PROGRAM
200,000
FOUNDATION FOR WOMANS
ATTN LEIGH LOW 100 WOMANS WAY
BATON ROUGE
,
LA
70817
PC
PREGNANCY SUBSTANCE MISUSE CASE MANAGEMENT PROGRAM
250,000
FSU RESEARCH FOUNDATION INC
325 W COLLEGE AVE
TALLAHASSEE
,
FL
32301
PC
MILITARY HEALTH CONCENTRATION AND CONTINUED EDUCATION
249,122
GUTHRIE THEATER
ATTN DEVELOPMENT 818 SOUTH 2ND ST
MINNEAPOLIS
,
MN
55415
PC
2019 UNITED HEALTH FOUNDATION SPONSORSHIP FOR GUTHRIE THEATER
50,000
HEALTH CARE CENTER FOR THE HOMELESS
232 N ORANGE BLOSSOM TR
ORLANDO
,
FL
32805
PC
NURSE PRACTITIONER RESIDENCY PROGRAM AT ORANGE BLOSSOM FAMILY HEALTH
157,901
HEALTH FEDERATION OF PHILADELPHIA
SUZANNE COHEN 1211 CHESTNUT ST 801
PHILADELPHIA
,
PA
19107
PC
UNITED HEALTH FOUNDATION DONATION TO HEALTH FEDERATION OF PHILADELPHIA
5,000
HELEN ROSS MCNABB CENTER
201 W SPRINGDALE AVE
KNOXVILLE
,
TN
37917
PC
ENGAGING INDIVIDUALS WHO HAVE BEEN ADMINISTERED NARCAN IN COMMUNITY SERVICES THROUGH HARM REDUCTION AND CONTINUAL ENGAGEMENT
175,000
HOPE FAMILY HEALTH SERVICES
1124 NEW HIGHWAY 52 E
WESTMORELAND
,
TN
37186
PC
INTEGRATING PHARMACY SERVICES WITHIN THE PRIMARY CARE SETTING TO OPTIMIZE MEDICATION-RELATED OUTCOMES.
203,344
JACKIE ROBINSON FOUNDATION INC
ATTN MS DELLA BRITTON BAEZA
PRESIDENT CEO
NEW YORK
,
NY
10013
PC
MENTORING AND LEADERSHIP DEVELOPMENT PROGRAM (MLDP), EXTRA INNINGS GRADUATE FELLOWSHIP
65,094
JACKIE ROBINSON FOUNDATION INC
ATTN MS DELLA BRITTON BAEZA
PRESIDENT CEO
NEW YORK
,
NY
10013
PC
MENTORING AND LEADERSHIP DEVELOPMENT PROGRAM (MLDP), EXTRA INNINGS GRADUATE FELLOWSHIP
75,000
JACKIE ROBINSON FOUNDATION INC
ATTN MS DELLA BRITTON BAEZA
PRESIDENT CEO
NEW YORK
,
NY
10013
PC
MENTORING AND LEADERSHIP DEVELOPMENT PROGRAM (MLDP), EXTRA INNINGS GRADUATE FELLOWSHIP
75,000
LIGHTHOUSE YOUTH & FAMILY SERVICES
401 E MCMILLAN ST ACCOUNTING
CINCINNATI
,
OH
45206
PC
IMPROVE SERVICE DELIVERY FOR CLIENTS ACROSS THE AGENCY BY PROVIDING ENHANCED CARE COORDINATION AND INCREASED ACCESS TO ASSESSMENTS AND MENTAL AND PHYSICAL HEALTH SERVICES.
215,000
LIGHTHOUSE YOUTH & FAMILY SERVICES
401 E MCMILLAN ST ACCOUNTING
CINCINNATI
,
OH
45206
PC
IMPROVE SERVICE DELIVERY FOR CLIENTS ACROSS THE AGENCY BY PROVIDING ENHANCED CARE COORDINATION AND INCREASED ACCESS TO ASSESSMENTS AND MENTAL AND PHYSICAL HEALTH SERVICES.
140,000
MARTHAS TABLE
PO BOX 97260
WASHINGTON
,
DC
20090
PC
UNITED HEALTH FOUNDATION DONATION TO MARTHA'S TABLE
2,000
MEDICAL COLLEGE OF WISCONSIN INC
8701 WATERTOWN PLANK RD
MILWAUKEE
,
WI
53226
PC
PERINATAL PSYCHIATRIC CONSULTATION PROGRAM (PPCP)
511,366
METHODIST HEALTHCARE FOUNDATION
ATTN BOB PLUNK PO BOX 42048
MEMPHIS
,
TN
38174
PC
UNITED HEALTH FOUNDATION DONATION TO METHODIST HEALTHCARE FOUNDATION
5,000
MICHIGAN PRIMARY CARE ASSOCIATION
7215 WESTSHIRE DRIVE
LANSING
,
MI
48917
PC
GENETIC TESTING AND SCREENING FOR BREAST CANCER
833,333
MILWAUKEE AREA TECH COLLEGE FOUNDATION
700 WEST STATE ST
MILWAUKEE
,
WI
53233
PC
MATC REGISTERED NURSE EXPANSION PROJECT
389,687
MILWAUKEE AREA TECH COLLEGE FOUNDATION
700 WEST STATE ST
MILWAUKEE
,
WI
53233
PC
MATC REGISTERED NURSE EXPANSION PROJECT
389,687
MINNEAPOLIS INSTITUTE OF ARTS
2400 THIRD AVE SOUTH
MINNEAPOLIS
,
MN
55404
PC
2019 SUPPORT FOR MIA PROGRAMS
50,000
MOREHOUSE SCHOOL OF MEDICINE
720 WESTVIEW DR SW
ATLANTA
,
GA
30310
PC
EXAMINING HEALTH INFORMATION TECHNOLOGIES TO ADDRESS HEALTH DISPARITIES
155,313
MOREHOUSE SCHOOL OF MEDICINE
720 WESTVIEW DR SW
ATLANTA
,
GA
30310
PC
EXAMINING HEALTH INFORMATION TECHNOLOGIES TO ADDRESS HEALTH DISPARITIES
300,000
NATIONAL ASSOC OF HISPANIC NURSES
1500 SUNDAY DRIVE 120
RALEIGH
,
NC
27607
PC
UNITED HEALTH FOUNDATION NATIONAL ASSOCIATION OF HISPANIC NURSES SCHOLARSHIP
11,870
NATIONAL ASSOC OF HISPANIC NURSES
1500 SUNDAY DRIVE 120
RALEIGH
,
NC
27607
PC
UNITED HEALTH FOUNDATION NATIONAL ASSOCIATION OF HISPANIC NURSES SCHOLARSHIP
26,667
NATIONAL ASSOC OF HISPANIC NURSES
1500 SUNDAY DRIVE 120
RALEIGH
,
NC
27607
PC
UNITED HEALTH FOUNDATION NATIONAL ASSOCIATION OF HISPANIC NURSES SCHOLARSHIP
66,667
NATIONAL HISPANIC HEALTH FOUNDATION
ATTN ELENA RIOS MD MSPH PRESIDENT
CEO
WASHINGTON
,
DC
20036
PC
UNITED HEALTH FOUNDATION NATIONAL HISPANIC HEALTH FOUNDATION SCHOLARSHIP
53,000
NATIONAL HISPANIC HEALTH FOUNDATION
ATTN ELENA RIOS MD MSPH PRESIDENT
CEO
WASHINGTON
,
DC
20036
PC
UNITED HEALTH FOUNDATION NATIONAL HISPANIC HEALTH FOUNDATION SCHOLARSHIP
40,000
NATIONAL HISPANIC HEALTH FOUNDATION
ATTN ELENA RIOS MD MSPH PRESIDENT
CEO
WASHINGTON
,
DC
20036
PC
UNITED HEALTH FOUNDATION NATIONAL HISPANIC HEALTH FOUNDATION SCHOLARSHIP
63,100
NATIONAL MEDICAL ASSOCIATION
ATTN ACCOUNTS RECEIVABLE 8403
COLESVILLE RD STE 820
SILVER SPRING
,
MD
20910
PC
UNITED HEALTH FOUNDATION DONATION FOR NATIONAL MEDICAL ASSOCIATION
1,000
NATIONAL MEDICAL FELLOWSHIPS INC
12 EAST 46TH STREET SUITE 5E
NEW YORK
,
NY
10017
PC
THE UNITED HEALTH FOUNDATION/NMF DIVERSE MEDICAL SCHOLARS PROGRAM
140,000
NATIONAL MEDICAL FELLOWSHIPS INC
13 EAST 46TH STREET SUITE 5E
NEW YORK
,
NY
10017
PC
THE UNITED HEALTH FOUNDATION/NMF DIVERSE MEDICAL SCHOLARS PROGRAM
86,250
NATIONAL MEDICAL FELLOWSHIPS INC
14 EAST 46TH STREET SUITE 5E
NEW YORK
,
NY
10017
PC
THE UNITED HEALTH FOUNDATION/NMF DIVERSE MEDICAL SCHOLARS PROGRAM
124,130
NURSE FAMILY PARTNERSHIP
1900 GRANT ST 400
DENVER
,
CO
80203
PC
UNITED HEALTH FOUNDATION DONATION FOR NURSE FAMILY PARTNERSHIP
1,000
PATHWAYS
PO BOX 790
ASHLAND
,
KY
41105
PC
THE EXPANSION OF MENTAL HEALTH SERVICES FOR CHILDREN IN EASTERN KENTUCKY USING TELEHEALTH
200,000
PATHWAYS
PO BOX 790
ASHLAND
,
KY
41105
PC
THE EXPANSION OF MENTAL HEALTH SERVICES FOR CHILDREN IN EASTERN KENTUCKY USING TELEHEALTH
175,000
PENFIELD CHILDRENS CENTER
833 N 26TH ST
MILWAUKEE
,
WI
53223
PC
UNITED HEALTH FOUNDATION DONATION FOR PENFIELD CHILDREN'S CENTER
5,000
PENNSYLVANIA ASSOCIATION OF COMMUNITY
HEALTH CENTERS 1035 MUMMA RD 1
WORMLEYSBURG
,
PA
17019
PC
UNITED HEALTH FOUNDATION DONATION FOR PA ASSOCIATION OF COMMUNITY
1,000
PEOPLES COMMUNITY CLINIC
1101 CAMINO LA COSTA
AUSTIN
,
TX
78752
PC
UNITED HEALTH FOUNDATION DONATION FOR PEOPLE'S COMMUNITY CLINIC
1,000
PET ALLIANCE OF GREATER ORLANDO
2727 CONROY ROAD
ORLANDO
,
FL
32839
PC
7759 - 2019 UNITED HEALTH FOUNDATION OPTUM CARE SUMMIT SUPPORT
5,000
RECIPE FOR SUCCESS FOUNDATION
PO BOX 56405
HOUSTON
,
TX
77256
PC
SPONSORSHIP OF UNITED HEALTH FOUNDATION VOLUNTEER DAY AT HOPE FARMS
3,005
RENSSELAER POLYTECHNIC INSTITUTE
110 8TH STREET CHASAN BUILDING
TROY
,
NY
12180
PC
THE RENSSELAER HEALTH INCITE PIPELINE
243,332
RENSSELAER POLYTECHNIC INSTITUTE
110 8TH STREET CHASAN BUILDING
TROY
,
NY
12180
PC
THE RENSSELAER HEALTH INCITE PIPELINE
243,332
SAN ANTONIO OASIS
ATTN BRENDA SCHMACHTENBERGER PO BOX
291010
SAN ANTONIO
,
TX
78229
PC
UNITED HEALTH FOUNDATION DONATION FOR SAN ANTONIO OASIS
1,000
SENIORS FIRST INC
5395 L B MCLEOD RD
ORLANDO
,
FL
32811
PC
2019 UNITED HEALTH FOUNDATION OPTUMCARE CONFERENCE SUPPORT
5,000
SPECTRUM HEALTH FOUNDATION
100 MICHIGAN ST NE
GRAND RAPIDS
,
MI
49503
PC
UNITED HEALTH FOUNDATION DONATION FOR SPECTRUM HEALTH FOUNDATION
1,000
ST DAVIDS CENTER FOR CHILD & FAMILY DEV
3395 PLYMOUTH RD
MINNETONKA
,
MN
55305
PC
2019 LIGHT THE WAY SPONSOR FOR ST. DAVID'S CENTER "MAKE THEM SHINE" GALA
9,400
ST DAVIDS CENTER FOR CHILD & FAMILY DEV
3395 PLYMOUTH RD
MINNETONKA
,
MN
55305
PC
2020 SPONSOR FOR ST. DAVID'S CENTER MAKE THEM SHINE GALA
9,400
ST MARYS HEALTH WAGON
PO BOX 7070
WISE
,
VA
24293
PC
FACING HEALTHCARE ACCESS CHALLENGES: EXPANSION OF PRIMARY AND SPECIALTY CARE IN CENTRAL APPALACHIA
166,500
STEP BY STEP FAMILY SUPPORT CENTER
PO BOX 488
MILTON
,
WA
98354
PC
UNITED HEALTH FOUNDATION DONATION FOR STEP BY STEP FAMILY SUPPORT CENTER
1,000
SUMMIT PACIFIC MEDICAL CENTER
600 E MAIN ST
ELMA
,
WA
98541
PC
UNITED HEALTH FOUNDATION DONATION FOR SUMMIT PACIFIC MEDICAL CENTER
1,000
TEXAS ASSOC OF COMMUNITY HEALTH CENTERS
5900 SW PKWY BUILDING 3
AUSTIN
,
TX
78735
PC
OPTIMIZING COMPREHENSIVE CLINICAL CARE (OC3) TO IMPROVE DIABETES
623,021
THE HEALTH COLLABORATIVE
3010 N ST MARYS ST
SAN ANTONIO
,
TX
78212
PC
UNITED HEALTH FOUNDATION DONATION FOR THE HEALTH COLLABORATIVE
1,000
THE PRIMARY HEALTH NETWORK
63 PITT STREET
SHARON
,
PA
16146
PC
UNITED HEALTH FOUNDATION DONATION FOR THE PRIMARY HEALTH NETWORK
1,000
THERAPEUTIC HEALTH SERVICES
1116 SUMMIT AVE
SEATTLE
,
WA
98101
PC
UNITED HEALTH FOUNDATION DONATION FOR THERAPEUTIC HEALTH SERVICES
1,000
UNITED NEGRO COLLEGE FUND INC
1805 7TH ST NW
WASHINGTON
,
DC
20001
PC
UNITED HEALTH FOUNDATION| UNCF DIVERSE SCHOLARS INITIATIVE
81,028
UNITED NEGRO COLLEGE FUND INC
1805 7TH ST NW
WASHINGTON
,
DC
20001
PC
UNITED HEALTH FOUNDATION| UNCF DIVERSE SCHOLARS INITIATIVE
50,064
UNITED NEGRO COLLEGE FUND INC
1805 7TH ST NW
WASHINGTON
,
DC
20001
PC
UNITED HEALTH FOUNDATION| UNCF DIVERSE SCHOLARS INITIATIVE
49,900
UNIVERSITY OF KENTUCKY
RESEARCH FOUNDATION 800 ROSE ST
CC453
LEXINGTON
,
KY
40536
PC
ERADICATE ORAL CANCER IN EASTERN KENTUCKY
200,000
UNIVERSITY OF MINNESOTA
FOUNDATION 200 OAK ST SE 500
MINNEAPOLIS
,
MN
55455
PC
THE INTERSECTION OF BUSINESS, ANALYTICS AND HEALTH: PREPARING TALENT TO INFLUENCE HEALTHCARE
324,270
UNIVERSITY OF MINNESOTA
FOUNDATION 200 OAK ST SE 500
MINNEAPOLIS
,
MN
55455
PC
THE INTERSECTION OF BUSINESS, ANALYTICS AND HEALTH: PREPARING TALENT TO INFLUENCE HEALTHCARE
324,270
UNIVERSITY OF NEVADA LV FOUNDATION
4505 S MARYLAND PKWY PO BOX 451006
LAS VEGAS
,
NV
89154
PC
UNLV SCHOOL OF MEDICINE
600,000
UNIVERSITY OF NEVADA LV FOUNDATION
4505 S MARYLAND PKWY PO BOX 451006
LAS VEGAS
,
NV
89154
PC
UNLV FOUNDATION ANNUAL DINNER - TABLE SPONSORSHIP
2,000
UNIVERSITY OF NORTH CAROLINA
AT CHAPEL HILL OFFICE OF SPONSORED
RESEARCH UNC 5
ATLANTA
,
GA
59493
PC
PROJECT ENABLE: EXTENSIBLE NETWORK-ACCESSIBLE BIOMEDICAL & HEALTH INFORMATICS LONG-TERM LEARNING ENVIRONMENT
256,765
UNIVERSITY OF NORTH CAROLINA
AT CHAPEL HILL OFFICE OF SPONSORED
RESEARCH UNC 5
ATLANTA
,
GA
59493
PC
EXTENSIBLE NETWORK-ACCESSIBLE BIOMEDICAL & HEALTH INFORMATICS LONG-TERM LEARNING ENVIRONMENT
256,765
UNIVERSITY OF NORTH CAROLINA
OFFICE OF SPONSORED RESEARCH 104
AIRPORT DR
CHAPEL HILL
,
NC
27599
PC
UNIVERSITY OF NC AMERICA'S HEALTH RANKINGS SCIENTIFIC ADVICE AND ADVISORY COMMITTEE SUPPORT
40,000
UNIVERSITY OF NORTH CAROLINA
OFFICE OF SPONSORED RESEARCH 104
AIRPORT DR
CHAPEL HILL
,
NC
27599
PC
UNIVERSITY OF NC AMERICA'S HEALTH RANKINGS SCIENTIFIC ADVICE AND ADVISORY COMMITTEE SUPPORT
40,000
UNIVERSITY OF WISCONSIN
FOUNDATION 1848 UNIVERSITY AVE
MADISON
,
WI
53726
PC
HONORARIUM FOR MARJORY GIVENS' ADVISORY WORK WITH AMERICA'S HEALTH RANKINGS
1,000
WALKER ART CENTER
725 VINELAND PL
MINNEAPOLIS
,
MN
55403
PC
2020 WALKER TOUR PROGRAMS
50,000
WASHINGTON STATE DEPARTMENT OF HEALTH
PO BOX 47852
OLYMPIA
,
WA
98504
PC
UNITED HEALTH FOUNDATION DONATION FOR WASHINGTON STATE DEPARTMENT OF HEALTH
1,000
WAYNE STATE UNIVERSITY
SPONSORED PROGRAMS ADMINISTRATION
5057 WOODWARD AVENUE RM 13202
DETRIOT
,
MI
48202
PC
UNITED HEALTH FOUNDATION DONATION FOR KARMANOS CANCER INSTITUTE
5,000
WILLAPA BEHAVIORAL HEALTH
2204 PACIFIC AVE N
LONG BEACH
,
WA
98831
PC
UNITED HEALTH FOUNDATION DONATION FOR WILLAPA BEHAVIORAL HEALTH
1,000
YMCA OF GREATER SAN ANTONIO
231 E RHAPSODY DR
SAN ANTONIO
,
TX
78216
PC
UNITED HEALTH FOUNDATION DONATION FOR YMCA OF GREATER SAN ANTONIO
1,000
AMERICAN ONLINE GIVING FOUNDATION INC
2454 N MCMULLEN BOOTH RD STE 431
CLEARWATER
,
FL
33759
PC
CORPORATE MATCH FOR EMPLOYEE GIVING - DETAILED LISTING AVAILABLE UPON REQUEST
26,053,113
Total
.................................
3a
39,604,289
b
Approved for future payment
AMERICAN ONLINE GIVING FOUNDATION INC
2454 N MCMULLEN BOOTH RD STE 431
CLEARWATER
,
FL
33759
PC
CORPORATE MATCH FOR EMPLOYEE GIVING - DETAILED LISTING AVAILABLE UPON REQUEST
6,283,412
Total
.................................
3b
6,283,412
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
140,054
4
Dividends and interest from securities
....
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
............
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
RETURN OF PRIOR YEAR GRANTS
283,953
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
0
140,054
283,953
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
424,007
(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.)
11A
RETURN OF PRIOR YEAR GRANTS
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