Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
Blue Cross Blue Shield of North Dakota
Caring Foundation
Number and street (or P.O. box number if mail is not delivered to street address)4510 13th Ave South
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Fargo, ND58121
A Employer identification number

36-3606394
B Telephone number (see instructions)

(701) 282-1100
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$17,213,244J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 5,343,703
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 204,338 204,338  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 147,328
b Gross sales price for all assets on line 6a 751,694
7 Capital gain net income (from Part IV, line 2)... 147,328
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 5,695,369 351,666  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 4,708 4,708   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 8,388 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 399,836 0   63,462
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 412,932 4,708   63,462
25 Contributions, gifts, grants paid....... 472,426 472,426
26 Total expenses and disbursements. Add lines 24 and 25 885,358 4,708   535,888
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 4,810,011
b Net investment income (if negative, enter -0-) 346,958
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 34,962 94,842 94,842
3 Accounts receivable bullet1,731
Less: allowance for doubtful accounts bullet     1,731 1,731
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 11,089,967 Click to see attachment17,116,671 17,116,671
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment1 Click to see attachment0 Click to see attachment0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 11,124,930 17,213,244 17,213,244
Liabilities 17 Accounts payable and accrued expenses.......... 1,498 1,206
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 1,498 1,206
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 11,123,432 17,212,038
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
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)..... 11,123,432 17,212,038
30 Total liabilities and net assets/fund balances (see instructions). 11,124,930 17,213,244
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
11,123,432
2
Enter amount from Part I, line 27a .....................
2
4,810,011
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
1,278,595
4
Add lines 1, 2, and 3 ..........................
4
17,212,038
5
Decreases not included in line 2 (itemize) bullet
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
17,212,038
Form 990-PF (2020)
Form 990-PF (2020)
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
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 751,694   604,366 147,328
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       147,328
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 147,328
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 4,823
c All other domestic foundations enter 1.39% 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 4,823
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 4,823
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 6,520
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 6,520
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 1,697
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet1,697 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletND
    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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletwww.bcbsnd.com/caring-foundation/about-us
    14
    The books are in care ofbulletAmber Blomberg Telephone no.bullet (701) 282-1100

    Located atbullet4510 13th Ave SouthFargoND ZIP+4bullet58121
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    Daniel R Conrad Chair
    0.50     		0 0 0
    4510 13th Ave South
    Fargo,ND58121
    Dave J Breuer Treasurer
    0.50     		0 0 0
    4510 13th Ave South
    Fargo,ND58121
    Stacie Heiden Director
    0.50     		0 0 0
    4510 13th Ave South
    Fargo,ND58121
    Jodi L Atkinson Director
    0.50     		0 0 0
    4510 13th Ave South
    Fargo,ND58121
    Dave A Sprynczynatyk Director
    0.50     		0 0 0
    4510 13th Ave South
    Fargo,ND58121
    Lynette Dickson Director
    0.50     		0 0 0
    4510 13th Ave South
    Fargo,ND58121
    Greg C Glasner MD Director
    0.50     		0 0 0
    4510 13th Ave South
    Fargo,ND58121
    Pam Gulleson Executive Director
    15.00     		0 0 0
    4510 13th Ave South
    Fargo,ND58121
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    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 CaringForKidsSupport evidenced based initiatives aimed at preventing childhood obesity and supporting healthy minds and bodies at an early age. 63,462
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    11,026,056
    b
    Average of monthly cash balances.......................
    1b
    104,637
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    11,130,693
    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
    11,130,693
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    166,960
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    10,963,733
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    548,187
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    548,187
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    4,823
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,823
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    543,364
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    543,364
    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
    543,364
    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
    535,888
    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
    535,888
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    535,888
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 543,364
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017...... 11,746
    d From 2018...... 53,161
    e From 2019...... 17,106
    fTotal of lines 3a through e........ 82,013
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 535,888
    a Applied to 2019, 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 2020 distributable amount..... 535,888
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 7,476 7,476
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 74,537
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		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 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		74,537
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017.... 4,270
    c Excess from 2018.... 53,161
    d Excess from 2019.... 17,106
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    Caring Foundation
    4510 13th Ave S
    Fargo,ND58121
    (701) 282-1100
    caringfoundation@bcbsnd.com
    bThe form in which applications should be submitted and information and materials they should include:
    Caring Foundation applications located on our website
    cAny submission deadlines:
    Varies based on grant type
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    In general must impact North Dakotans and tie back to our mission of bettering health and well-being.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ABATE of ND
    1001 S 22nd St
    Bismarck,ND58504     		None PC Grateful giving 300
    Abused Person Outreach Center
    160 2nd st NW
    Valley City,ND58072     		None PC DollarsforDoers 400
    Abused Persons Outreach Center
    160 2nd st NW
    Valley City,ND58072     		None PC Grateful giving 300
    American Cancer Society
    4646 Amber Valley Pkwy
    Fargo,ND58104     		None PC General support 39
    American Foundation for Suicide Prevention - North Dakota
    PO Box 11295
    Fargo,ND58106     		None PC DollarsforDoers 200
    Anne Carlsen Center
    PO Box 168
    Bottineau,ND58318     		None PC Adaptive rec program scholarships 6,000
    Anne Carlsen Center
    PO Box 168
    Bottineau,ND58318     		None PC DollarsforDoers 200
    Autism Speaks
    1237 W Divide Ave Suite 1A
    Bismarck,ND58501     		None PC Grateful giving 300
    Baptist Health Care Center
    3400 Nebraska Drive
    Bismarck,ND58503     		None PC Coronavirus impact 2,000
    Bethany Homes INC
    201 S University Dr
    Fargo,ND58103     		None PC DollarsforDoers 200
    Bismarck State College Foundation
    PO Box 5587
    Bismarck,ND58506     		None GOV Scholarships 10,000
    Bismarck State College
    1500 Edwards Ave PO Box 5587
    Bismarck,ND58506     		None GOV Scholarships 5,000
    Bottineau Food Pantry
    122 5th St W
    Bottineau,ND58318     		None PC Covid response for hunger 2,000
    Brady Oberg Legacy Foundation
    512 13th Street NE
    Dilworth,MN56529     		None PC DollarsforDoers 200
    Brave the Shave
    1950 Far West Drive
    Bismarck,ND58504     		None PC General support 5,000
    Brave the Shave
    1950 Far West Drive
    Bismarck,ND58504     		None PC Casual Day Charitable Giving 218
    Brave the Shave
    1950 Far West Drive
    Bismarck,ND58504     		None PC DollarsforDoers 200
    Cats Cradle
    9 9th St S
    Fargo,ND58103     		None PC DollarsforDoers 600
    Central Cass Public School District
    802 5th Street N
    Casselton,ND58012     		None GOV STEM Curriculum 10,000
    CHI St Alexius Health Foundation
    1301 15th Ave W
    Williston,ND58801     		None PC Coronavirus impact 2,500
    Churches UnitedDorothy Day West Food Pantry
    1901 1st Ave N
    Moorhead,MN56560     		None PC DollarsforDoers 200
    Cleaning for a Reason
    2540 King Arthur Blvd Suite 230
    Lewisville,TX75056     		None PC DollarsforDoers 200
    Community of Care
    PO Box 187
    Arthur,ND58006     		None PC One Stop Service Center 5,000
    Cullen Children's Foundation
    PO Box 594
    West Fargo,ND58078     		None PC DollarsforDoers 200
    Dakota College at Bottineau
    105 Simrall Blvd
    Bottineau,ND58318     		None GOV Scholarships 2,500
    Dakota Dibetes Coalition
    1801 Heritage Ave
    Bismarck,ND58501     		None PC DollarsforDoers 200
    Dakota Medical Foundation
    4141 28th Ave S
    Fargo,ND58104     		None PC Giving Hearts Day 4,375
    Deer Creek Elementary School
    6400 54th Avenue S
    Fargo,ND58104     		None GOV Rock Wall 1,000
    Elks Association
    3435 Broadway N
    Fargo,ND58102     		None PC Grateful giving 300
    Elks Camp Grassick
    PO Box F
    Dawson,ND58428     		None PC DollarsforDoers 200
    Emergency Food Pantry
    1101 4th Avenue North
    Fargo,ND58102     		None PC Fundraiser donations 936
    Emergncy Food Pantry
    1101 4th Avenue North
    Fargo,ND58102     		None PC DollarsforDoers 200
    Epilipsy Foundation of MN
    1600 University Ave W
    St Paul,MN55104     		None PC DollarsforDoers 200
    Eventide Foundation
    801 Main Avenue
    Moorhead,MN56560     		None PC Coronavirus impact 5,000
    Eventide Foundation
    801 Main Avenue
    Moorhead,MN56560     		None PC DollarsforDoers 200
    F5 Project
    1425 4th Avenue N
    Fargo,ND58102     		None PC Housing assistance 2,000
    F5 Project
    1425 4th Avenue N
    Fargo,ND58102     		None PC DollarsforDoers 200
    Faith Lutheran Church of Valley City Endowment Foundation
    309 4th st NE
    Valley City,ND58072     		None PC DollarsforDoers 200
    Fargo Moorhead Community Theatre
    333 4th St S
    Fargo,ND58103     		None PC DollarsforDoers 200
    Fargo Moorhead Community Theatre
    333 4th St S
    Fargo,ND58103     		None PC Grateful giving 300
    Fargo Moorhead Gay Mens Choir
    1104 2nd Ave S Ste 319
    Fargo,ND58103     		None PC DollarsforDoers 200
    Fargo Public Schools Development Foundation
    415 4th Street N
    Fargo,ND58102     		None GOV DollarsforDoers 200
    Fargo Public Schools
    415 4th Street N
    Fargo,ND58102     		None GOV Yoga calm program 1,500
    First Link
    357 13th Ave S 107L
    Fargo,ND58103     		None PC DollarsforDoers 200
    Fix it Forward Ministry
    2620 2nd Ave N
    Moorhead,MN56560     		None PC DollarsforDoers 200
    Foster County Public Health
    881 Main St
    Carrington,ND58421     		None PC Mental/physical health program 1,000
    Fraser Ltd Stepping Stones
    2902 University Drive S
    Fargo,ND58103     		None PC DollarsforDoers 200
    Furry Friends Rockin Rescue
    1201 N 11th st
    Bismarck,ND58501     		None PC DollarsforDoers 400
    Garrison Area Resource Center & Food Pantry
    PO Box 1002
    Garrison,ND58540     		None PC Coronavirus impact 1,500
    Global Friends
    600 Demers
    Grand Forks,ND58201     		None PC New American adult learners curriculum 1,000
    Global Neighbors
    418 N 2nd St
    Bismarck,ND58501     		None PC New American adult learners curriculum 1,000
    Grand Forks Public School
    2400 47th Ave S
    Grand Forks,ND58201     		None GOV Youth mental health first aid 8,820
    Great North Pole
    675 13th Ave E Ste 101
    West Fargo,ND58078     		None PC DollarsforDoers 200
    Great Plains Food Bank
    1720 3rd Ave N
    Fargo,ND58102     		None PC General support 249
    Great Plains Food Bank
    1720 3rd Ave N
    Fargo,ND58102     		None PC General support 70
    Great Plains Food Bank
    1720 3rd Ave N
    Fargo,ND58102     		None PC Coronavirus impact 25,000
    Great Plains Food Bank
    1720 3rd Ave N
    Fargo,ND58102     		None PC DollarsforDoers 400
    Haley's Hope
    925 10th Ave E Suite 2
    West Fargo,ND58078     		None PC Grateful giving 300
    Hankinson Cares for Cancer
    604 2ND AVE SW
    Hankinson,ND58041     		None PC Grateful giving 300
    Healthcare Equipment Recycling Organization
    5012 53rd St S
    Fargo,ND58104     		None PC DollarsforDoers 200
    Healthcare Equipment Recycling Organization
    5012 53rd St S
    Fargo,ND58104     		None PC Safety improvements 5,000
    Heavens Helper Soup Caf
    220 N 23rd Street
    Bismarck,ND58501     		None PC Coronavirus impact 2,000
    Hillsboro Backpack Program
    PO Box 44
    Hillsboro,ND58045     		None GOV Student food bank program 5,000
    HIPP Kid's Therapy
    2497 Mustang Dr S
    Mandan,ND58554     		None PC Grateful giving 50
    Homeward Animal Shelter
    1201 28th Ave N
    Fargo,ND58102     		None PC Grateful giving 300
    Homeward Animal Shelter
    1201 28th Ave N
    Fargo,ND58102     		None PC DollarsforDoers 1,200
    Honor Flight
    9701 W Higgins Rd Ste 310
    Rosemount,IL60018     		None PC Grateful giving 300
    Hoofbeats for Healing
    1966 180th Ave
    Wolverton,MN56594     		None PC DollarsforDoers 200
    Hoofbeats for Healing
    1966 180th Ave
    Wolverton,MN56594     		None PC Grateful giving 300
    Hope Blooms
    PO Box 9705
    Fargo,ND58106     		None PC DollarsforDoers 200
    Hope Inc
    810 4th Ave S 140
    Moorhead,MN56560     		None PC Grateful giving 300
    Hospice of the Red River Valley
    1701 38th St S
    Fargo,ND58103     		None PC DollarsforDoers 400
    Hospice of the Red River Valley
    1701 38th St S
    Fargo,ND58103     		None PC Grateful giving 300
    Husky Hutch Food Pantry
    1417 6th St S
    Fargo,ND58103     		None GOV Grateful giving 300
    Jessy's Toy Box
    418 4th St
    Wyndmere,ND58081     		None PC Grateful giving 300
    JRMC Foundation
    2422 20th Street SW
    Jamestown,ND58401     		None PC Coronavirus impact 2,500
    Juniar Achievement of the Upper Midwest
    PO Box 388
    Bismarck,ND58502     		None PC Classroom program 5,000
    Junior Acheivement
    PO Box 2061
    Fargo,ND58107     		None PC Grateful giving 300
    Kamp KACE
    PO BOX 6462
    Fargo,ND58109     		None PC DollarsforDoers 200
    Kamp KACE
    PO BOX 6462
    Fargo,ND58109     		None PC Grateful giving 300
    KLTA Christmas Wish- Big 97
    PO Box 9919
    Fargo,ND58106     		None PC DollarsforDoers 200
    Lake Region Rescue
    PO Box 61
    Devils Lake,ND58301     		None PC DollarsforDoers 200
    Lake Region State College
    1801 College Drive N
    Devils Lake,ND58301     		None GOV Scholarships 5,000
    Leukemia & Lymphoma Society
    1711 Broadway Street NE
    Minneapolis,MN55413     		None PC General support 1,000
    Lutheran Home of the Good Shepherd
    1226 1st Ave N
    New Rockford,ND58356     		None PC Medication cart 1,000
    Lutheran Social Services
    3911 20th Ave S
    Fargo,ND58103     		None PC Companion program support 10,000
    Make a Wish of ND
    4143 26th Ave S
    Fargo,ND58104     		None PC DollarsforDoers 800
    Mayville State University
    330 3rd Street NE
    Mayville,ND58257     		None GOV Scholarships 5,000
    Milnor Public School
    PO Box 369
    Milnor,ND58060     		None GOV eCare School health program 2,500
    Ministry on the Margins
    PO Box 3065
    Bismarck,ND58502     		None PC Coronavirus impact 1,500
    Minot Head Start
    2815 Burdick Expy E
    Minot,ND58701     		None PC DollarsforDoers 200
    Minot Symphony Association
    500 University Ave West
    Minot,ND58707     		None PC DollarsforDoers 200
    Missouri Slope Areawide United Way
    515 N 4th Street
    Bismarck,ND58501     		None PC Backpack program 1,000
    Missouri Slope Areawide United Way
    515 N 4th Street
    Bismarck,ND58501     		None PC Emergency homeless shelter 1,000
    Missouri Slope Areawide United Way
    515 N 4th Street
    Bismarck,ND58501     		None PC Coronavirus impact 18,750
    Missouri Valley Family YMCA
    1608 North Washington Street
    Bismarck,ND58501     		None PC Water safety program 9,500
    My Ally Health
    4700 S Washington St
    Grand Forks,ND58201     		None PC DollarsforDoers 200
    National Suicide Prevention
    199 Water Street 11th Floor
    New York,NY10038     		None PC DollarsforDoers 200
    ND Autism Center
    647 13th Ave E
    West Fargo,ND58078     		None PC Casual Day Charitable Giving 302
    ND Dental Foundation
    4141 28th Ave S
    Fargo,ND58104     		None PC Mission of Mercy support 5,000
    ND National Guard Foundation Attn ND Cares
    PO Box 5511
    Fargo,ND58506     		None PC Donation in honor of Spry 650
    ND National Guard Foundation Attn ND Cares
    PO Box 5511
    Fargo,ND58506     		None PC Donation in honor of Spry 650
    NDSCS Financial Aid
    800 6th Street N
    Wahpeton,ND58076     		None GOV Scholarships 2,500
    NDSCS Foundation
    800 6th Street N
    Wahpeton,ND58076     		None GOV DollarsforDoers 200
    NDSU One Stop
    PO Box 6050 Dept 2836
    Fargo,ND58108     		None GOV Scholarships 20,000
    North Sargent School
    PO Box 289
    Gwinner,ND58040     		None GOV Mental health program 2,500
    Northeast Education Services Cooperative
    810 10th Street SE
    Devils Lake,ND58301     		None PC Playworks Pro Staff Training 11,700
    Northern Lights Council Boy Scouts of America
    4200 19th Ave S
    Fargo,ND58103     		None PC DollarsforDoers 400
    Opportunity Foundation
    PO Box 1627
    Williston,ND58802     		None PC DollarsforDoers 200
    PATH North Dakota
    1202 Westrac Drive
    Fargo,ND58103     		None PC General support 87
    Pekin Park Board
    PO Box 87
    Pekin,ND58361     		None GOV Playground equipment 1,000
    Plains Art Museum
    704 1st Ave N
    Fargo,ND58102     		None PC DollarsforDoers 200
    Prairie Public
    PO Box 3240
    Fargo,ND58108     		None PC Coronavirus impact 2,000
    Rape and Abuse Crisis Center
    PO Box 2984
    Fargo,ND58108     		None PC DollarsforDoers 1,000
    Red River Valley Community Action
    1015 5th st N
    Grand Forks,ND58203     		None PC DollarsforDoers 200
    Richland Wilkin Community Foundation
    PO Box 905
    Wahpeton,ND58075     		None PC General support 94
    Richland Wilkin Food Pantry
    699 8th Avenue South
    Wahpeton,ND58075     		None PC Grateful giving 300
    Ronald McDonald House RRV
    4757 Agassiz Crossing S
    Fargo,ND58104     		None PC DollarsforDoers 400
    Salvation Army
    304 Roberts St N
    Fargo,ND58102     		None PC DollarsforDoers 200
    Salvation Army
    304 Roberts St N
    Fargo,ND58102     		None PC Grateful giving 300
    SENDCAA
    3233 S University Dr
    Fargo,ND58104     		None PC Grateful giving 300
    SENDCAA
    3233 S University Dr
    Fargo,ND58104     		None PC Coronavirus impact 2,500
    Sharehouse
    4227 9th Avenue S
    Fargo,ND58103     		None PC DollarsforDoers 200
    ShareHouse
    4227 9th Avenue S
    Fargo,ND58103     		None PC Rural clinic training 5,000
    Sources of Strength
    PO Box 27032
    Lakewood,CO80227     		None PC Suicide prevention training for ND Elementary school staff 25,000
    Souris Valley United Way
    1941 4th Street SW
    Minot,ND58701     		None PC Coronavirus impact 12,750
    South Central Adult Services
    139 2nd Ave SE PO Box 298
    Valley City,ND58072     		None PC Grateful giving 300
    South Central Adult Services
    139 2nd Ave SE PO Box 298
    Valley City,ND58072     		None PC DollarsforDoers 200
    The Village Family Service Center
    1201 25th St S
    Fargo,ND58103     		None PC Coronavirus impact 5,000
    The Village Family Service Center
    1201 25th St S
    Fargo,ND58103     		None PC DollarsforDoers 200
    Three Rivers Gymnastics
    815 4th Avenue S
    Wahpeton,ND58075     		None PC Support 100
    Tolley Fire Department
    PO Box 104
    Tolley,ND58787     		None GOV Coronavirus impact 2,500
    Toothbrush Ministries
    4393 53RD ST S
    Fargo,ND58104     		None PC Grateful giving 300
    Toothbrush Ministries
    4393 53RD ST S
    Fargo,ND58104     		None PC DollarsforDoers 200
    UND Grants & Contracts Administration
    264 Centennial Dr Mail Stop 7306
    Grand Forks,ND58202     		None GOV Rural Health Grant 39,893
    Underwood Public Schools
    PO Box 100
    Underwood,ND58576     		None GOV School ecare health program 2,500
    United Way of Barnes County
    PO Box 29
    Valley City,ND58072     		None PC DollarsforDoers 400
    United Way of Barnes County
    PO Box 29
    Valley City,ND58072     		None PC General support 94
    United Way of Cass Clay
    PO Box 1609
    Fargo,ND58107     		None PC BlueSquad fundraiser auction 3,622
    United Way of Cass Clay
    PO Box 1609
    Fargo,ND58107     		None PC Coronavirus impact 18,750
    United Way of Cass Clay
    PO Box 1609
    Fargo,ND58107     		None PC Support 50,000
    United Way of Cass-Clay
    PO Box 1609
    Fargo,ND58107     		None PC DollarsforDoers 400
    United Way of Dickinson
    PO Box 501
    Dickinson,ND58602     		None PC General support 94
    United Way of Dickinson
    PO Box 501
    Dickinson,ND58602     		None PC Coronavirus impact 5,500
    United Way of Grand Forks East Grand Forks and Area
    1407 24th Avenue South
    Grand Forks,ND58201     		None PC General support 94
    United Way of Grand Forks East Grand Forks and Area
    1407 24th Avenue South
    Grand Forks,ND58201     		None PC Coronavirus impact 10,000
    United Way of Jamestown
    PO Box 85
    Jamestown,ND58402     		None PC General support 94
    United Way of Jamestown
    PO Box 85
    Jamestown,ND58402     		None PC Coronavirus impact 2,250
    University of Mary Financial Aid
    7500 University Drive
    Bismarck,ND58504     		None GOV Scholarships 2,500
    University of North Dakota
    264 Centennial Drive Stop 8371
    Grand Forks,ND58202     		None GOV Scholarships 20,000
    Valley City State University
    101 College Street SW
    Valley City,ND58072     		None GOV Scholarships 5,000
    Valley Senior Services
    2801 32nd Ave S
    Fargo,ND58103     		None PC DollarsforDoers 400
    Westhope Public School
    395 Main Street
    Westhope,ND58793     		None GOV Suicide prevention community guest speaker 2,500
    Williston Basin United Way
    PO Box 176
    Williston,ND58802     		None PC General support 95
    Williston Basin United Way
    PO Box 176
    Williston,ND58802     		None PC Coronavirus impact 5,500
    YWCA Cass Clay
    3100 12th Avenue N
    Fargo,ND58102     		None PC DollarsforDoers 400
    YWCA Cass Clay
    3100 12th Avenue N
    Fargo,ND58102     		None PC Coronavirus impact 1,500
    YWCA Minot
    205 3rd Ave SE
    Minot,ND58701     		None PC Coronavirus impact 1,500
    Total .................................bullet 3a 472,426
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 204,338  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 147,328  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 351,666 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    351,666
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    Blue Cross Blue Shield of North Dakota
    Caring Foundation
    Employer identification number

    36-3606394
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    Blue Cross Blue Shield of North Dakota
    Caring Foundation         		Employer identification number
    36-3606394
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    Blue Cross Blue Shield of North Dakota
     
    4510 13th Ave S
     
    Fargo, ND58121

    		$ 5,336,574


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    Blue Cross Blue Shield of North Dakota
    Caring Foundation         		Employer identification number

    36-3606394
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    Blue Cross Blue Shield of North Dakota
    Caring Foundation         		Employer identification number

    36-3606394
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 InvestmentsOtherSchedule2
    Name:
    Blue Cross Blue Shield of North Dakota
     
    Caring Foundation
    EIN:
    36-3606394
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    Baird Aggregate Bond Fund FMV 6,039,984 6,039,984
    Transamerica International Equty Fund FMV 1,497,122 1,497,122
    Vanguard Total Stock Market FMV 9,579,565 9,579,565

    TY 2020 OtherAssetsSchedule
    Name:
    Blue Cross Blue Shield of North Dakota
     
    Caring Foundation
    EIN:
    36-3606394
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    Investment Income Receivable 1    


    TY 2020 OtherExpensesSchedule
    Name:
    Blue Cross Blue Shield of North Dakota
     
    Caring Foundation
    EIN:
    36-3606394
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Expenses 336,374 0   0
    CaringForKids 63,462 0   63,462


    TY 2020 OtherIncreasesSchedule
    Name:
    Blue Cross Blue Shield of North Dakota
     
    Caring Foundation
    EIN:
    36-3606394
    Description Amount
    Unrealized Loss 1,278,595


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    Blue Cross Blue Shield of North Dakota
     
    Caring Foundation
    EIN:
    36-3606394
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Fees 4,708 4,708   0


    TY 2020 TaxesSchedule
    Name:
    Blue Cross Blue Shield of North Dakota
     
    Caring Foundation
    EIN:
    36-3606394
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Excise Taxes 8,388 0   0