Form990
Click to see attachment
Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
MediumBullet Do not enter social security numbers on this form as it may be made public.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2020
Open to Public Inspection
A For the 2020 calendar year, or tax year beginning 01-01-2020 , and ending 12-31-2020
BCheck if applicable:
CName of organization
HARVARD PILGRIM HEALTH CARE FOUNDATION INC
 
% KEVIN O'CONNOR
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
1 WELLNESS WAY
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CANTON, MA020211166
D Employer identification number

04-2708004
E Telephone number

G Gross receipts $ 16,748,610
F Name and address of principal officer:
NORA MORENO CARGIE
1 WELLNESS WAY
CANTON,MA020211166
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.HARVARDPILGRIM.ORG/FOUNDATION
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:  
L Year of formation: 1980
M State of legal domicile: MA
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: SEE SCHEDULE O
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 11
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 10
5 Total number of individuals employed in calendar year 2020 (Part V, line 2a) ...... 5 0
6 Total number of volunteers (estimate if necessary) ............. 6 11
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, line 39 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 6,341,915 7,730,066
9 Program service revenue (Part VIII, line 2g) ......... 0 0
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 280,981 247,097
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 0 0
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 6,622,896 7,977,163
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 4,399,270 10,677,226
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 1,099,148 1,114,488
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 1,325,360 1,246,626
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 6,823,778 13,038,340
19 Revenue less expenses. Subtract line 18 from line 12....... -200,882 -5,061,177
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 13,366,573 7,219,205
21 Total liabilities (Part X, line 26)............. 2,161,422 959,052
22 Net assets or fund balances. Subtract line 21 from line 20..... 11,205,151 6,260,153
Part II
Signature Block
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 officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2020)
Form 990 (2020)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: SEE SCHEDULE O
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 12,731,656 including grants of $ 10,677,226 ) (Revenue $ 0 )
HARVARD PILGRIM HEALTH CARE FOUNDATION, INC., (THE FOUNDATION), OPERATES EXCLUSIVELY IN CONNECTION WITH HARVARD PILGRIM HEALTH CARE, INC. IN 2020, THE FOUNDATION SUPPORTED HEALTH AND WELLNESS INITIATIVES IN CONNECTION WITH A NUMBER OF COMMUNITY ORGANIZATIONS THROUGH ITS EMPLOYEE MINI-GRANT AND COMMUNITY SERVICE PROGRAMS, AND THROUGH ITS GRANTS TO NON-PROFIT FOOD PROGRAMS.
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet12,731,656
Form 990 (2020)
Form 990 (2020)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II.........
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C, Part III..
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment.........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D,
Part IIIClick to see attachment..............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
 
No
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D,
Part VI. Click to see attachment...................
11a
 
No
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XII
Click to see attachment......................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I(see instructions) ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
21
Yes
 
Form 990 (2020)
Form 990 (2020)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I ....
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................
25b
 
No
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part III.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in lines 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............Click to see attachment
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...Click to see attachment
35b
 
No
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable ..
1a
0
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
 
 
Form 990 (2020)
Form 990 (2020)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
0
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
 
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see instructions and file Form 4720, Schedule N.
15
 
No
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
Form 990 (2020)
Form 990 (2020)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
11
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
10
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
 
No
b
Other officers or key employees of the organization ................
15b
 
No
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filedMediumBullet
MA , NH
18
Section 6104 requires an organization to make its Form 1023 (or 1024-A if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletKEVIN O'CONNOR1 WELLNESS WAY   CANTON,MA020211166 (617) 509-5697
Form 990 (2020)
Form 990 (2020)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

See instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W-2/1099-MISC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) MICHAEL A CARSON......................................................................
CHAIRMAN/DIRECTOR
5.0
.................
45.0
X   X       0 2,245,553 483,956
(2) MICHELLE J CLAYMAN......................................................................
FORMER TREASURER
0.0
.................
50.0
          X 0 472,496 62,519
(3) ELIZABETH CREAVIN......................................................................
TREASURER
5.0
.................
45.0
    X       0 372,053 30,285
(4) KAREN VOCI......................................................................
PRESIDENT
40.0
.................
0.0
    X       0 318,106 50,406
(5) SUZANNE M FINN......................................................................
CLERK
5.0
.................
45.0
    X       0 174,975 43,837
(6) HEIDI BROOKS......................................................................
DIRECTOR
2.0
.................
0.0
X           0 0 0
(7) MARTIN COHEN......................................................................
DIRECTOR
2.0
.................
0.0
X           0 0 0
(8) LISA DESISTO......................................................................
DIRECTOR
2.0
.................
0.0
X           0 0 0
(9) MARIANNE E FELICE MD......................................................................
DIRECTOR (UNTIL 6/20/20)
2.0
.................
0.0
X           0 0 0
(10) LEN FISHMAN......................................................................
DIRECTOR
2.0
.................
0.0
X           0 0 0
(11) CHRIS KNOPF......................................................................
DIRECTOR
2.0
.................
0.0
X           0 0 0
(12) NANCY GARRABRANTS......................................................................
DIRECTOR
2.0
.................
0.0
X           0 0 0
(13) MICHAEL NORTON......................................................................
DIRECTOR
2.0
.................
0.0
X           0 0 0
(14) CATHLEEN SCHMIDT......................................................................
DIRECTOR
2.0
.................
0.0
X           0 0 0
(15) ROBERT LEWIS JR......................................................................
DIRECTOR
2.0
.................
0.0
X           0 0 0
(16) TRACIE SPONENBERG......................................................................
DIRECTOR
2.0
.................
0.0
X           0 0 0


Form 990 (2020)
Form 990 (2020)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W-2/1099-MISC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;


























1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 0 3,583,183 671,003
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet0
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual
...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
SEE SCHEDULE O,
 
 
   
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet0
Form 990 (2020)
Form 990 (2020)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d 7,727,066
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and similar amounts not included above1f 3,000
g Noncash contributions included in lines 1a - 1f:$ 1g  
h Total. Add lines 1a-1f.......MediumBullet 7,730,066
 Program Service RevenueAmt Business Code
2a
b
c
d
e
f All other program service revenue.        
g Total. Add lines 2a–2f .....MediumBullet 0
 OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 247,089     247,089
4 Income from investment of tax-exempt bond proceedsMediumBullet 0      
5 Royalties...........MediumBullet 0      
(ii) Personal (i) Real
6a Gross rents     6a
b Less: rental expenses     6b
c Rental income or (loss) 0 0 6c
d Net rental income or (loss).......MediumBullet 0      
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory   8,771,455 7a
b Less: cost or other basis and sales expenses   8,771,447 7b
c Gain or (loss)   8 7c
d Net gain or (loss).........MediumBullet 8     8
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
8a 0
b Less: direct expenses ... 8b 0
c Net income or (loss) from fundraising events..MediumBullet 0    
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a 0
b Less: direct expenses ... 9b 0
c Net income or (loss) from gaming activities..MediumBullet 0      
10a Gross sales of inventory, less
returns and allowances ..
10a 0
b Less: cost of goods sold .. 10b 0
c Net income or (loss) from sales of inventory..MediumBullet 0      
Business Code Miscellaneous Revenue
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 0
12 Total revenue. See instructions.....MediumBullet 7,977,163   0 247,097
Form 990 (2020)
Form 990 (2020)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.
(A)
Total expenses
(B)
Program service expenses
(C)
Management and general expenses
(D)
Fundraising
expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 .... 10,677,226 10,677,226
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ........... 0  
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. ............. 0  
4 Benefits paid to or for members ....... 0  
5 Compensation of current officers, directors, trustees, and key employees ........... 368,512 294,810 73,702  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ......... 0      
7 Other salaries and wages........ 511,967 476,872 35,095  
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 0      
9 Other employee benefits ....... 234,009 217,045 16,964  
10 Payroll taxes ........... 0      
11 Fees for services (non-employees):        
a Management ...... 0      
b Legal ......... 0      
c Accounting ........... 0      
d Lobbying ........... 0      
e Professional fundraising services. See Part IV, line 17 0  
f Investment management fees ...... 0      
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 146,694 146,694    
12 Advertising and promotion .... 0      
13 Office expenses ....... 30,115 29,363 752  
14 Information technology ...... 0      
15 Royalties .. 0      
16 Occupancy ........... 60,807 57,579 3,228  
17 Travel ............ 8,957 8,827 130  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials . 0      
19 Conferences, conventions, and meetings .... 0      
20 Interest ........... 0      
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization .. 0      
23 Insurance ... 0      
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a MANAGEMENT SERVICE EXPENSE 781,446 625,157 156,289  
b VOLUNTEER EVENT EXPENSE 114,940 114,940    
c BUSINESS EXPENSE 56,595 45,276 11,319  
d TRAINING AND EDUCATION 39,239 31,601 7,638  
e All other expenses 7,833 6,266 1,567  
25 Total functional expenses. Add lines 1 through 24e 13,038,340 12,731,656 306,684 0
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2020)
Form 990 (2020)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 0 1 0
2 Savings and temporary cash investments ......... 5,744,279 2 335,180
3 Pledges and grants receivable, net ...... 0 3 0
4 Accounts receivable, net ............. 0 4 0
5 Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
0 5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
0 6 0
7 Notes and loans receivable, net ........... 0 7 0
8 Inventories for sale or use ............ 0 8 0
9 Prepaid expenses and deferred charges ...... 0 9 0
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a  
b Less: accumulated depreciation 10b   0 10c 0
11 Investments—publicly traded securities . 7,589,606 11 6,854,830
12 Investments—other securities. See Part IV, line 11 ..... 0 12 0
13 Investments—program-related. See Part IV, line 11 .. 0 13 0
14 Intangible assets ............... 0 14 0
15 Other assets. See Part IV, line 11 ........... 32,688 15 29,195
16 Total assets. Add lines 1 through 15 (must equal line 33)... 13,366,573 16 7,219,205
Liabilities 17 Accounts payable and accrued expenses ..... 33,688 17 57,186
18 Grants payable ... 0 18 0
19 Deferred revenue ......... 0 19 0
20 Tax-exempt bond liabilities ......... 0 20 0
21 Escrow or custodial account liability. Complete Part IV of Schedule D 0 21 0
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 0 23 0
24 Unsecured notes and loans payable to unrelated third parties .. 0 24 0
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D 2,127,734 25 901,866
26 Total liabilities. Add lines 17 through 25.. 2,161,422 26 959,052
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here MediumBullet and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 11,205,151 27 6,260,153
28 Net assets with donor restrictions ........... 0 28 0
Organizations that do not follow FASB ASC 958, check here MediumBullet and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 11,205,151 32 6,260,153
33 Total liabilities and net assets/fund balances ........ 13,366,573 33 7,219,205
Form 990 (2020)
Form 990 (2020)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
7,977,163
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
13,038,340
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
-5,061,177
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
11,205,151
5
Net unrealized gains (losses) on investments ...............
5
116,179
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
 
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
6,260,153
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
 
 
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2020)
Form 990 (2020)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2020
Open to Public
Inspection
Name of the organization
HARVARD PILGRIM HEALTH CARE FOUNDATION INC
 
Employer identification number

04-2708004
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)
1
2
3
4
5
6
7
8
9
10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................1
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
(A) HARVARD PILGRIM HEALTH CARE INC (HPHC)
 
042452600 10 Yes   10,677,226 0
Total
1
10,677,226 0
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2020

Schedule A (Form 990 or 990-EZ) 2020
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2016 (b) 2017 (c) 2018 (d) 2019 (e) 2020 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..  
6 Public support. Subtract line 5 from line 4.  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2016 (b) 2017 (c) 2018 (d) 2019 (e) 2020 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..            
11 Total support. Add lines 7 through 10  
12
12
 
13
First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2020

Schedule A (Form 990 or 990-EZ) 2020
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2016 (b) 2017 (c) 2018 (d) 2019 (e) 2020 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose            
3 Gross receipts from activities that are not an unrelated trade or business under section 513 .....            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge            
6 Total. Add lines 1 through 5            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support. (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2016 (b) 2017 (c) 2018 (d) 2019 (e) 2020 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2020

Schedule A (Form 990 or 990-EZ) 2020
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
Yes
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
No
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.
3a
 
No
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.
4a
 
No
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
No
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
Yes
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .
7
 
No
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).
8
 
No
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
No
b
Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
No
c
Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
No
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
No
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990 or 990-EZ) 2020

Schedule A (Form 990 or 990-EZ) 2020
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in lines 11b and 11c below, the governing body of a supported organization?
11a
 
No
b
A family member of a person described in 11a above?
11b
 
No
c
A 35% controlled entity of a person described in line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.
11c
 
No
Section B. Type I Supporting Organizations
Yes
No
1
Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
Yes
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
No
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer lines 2a and 2b below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer lines 3a and 3b below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2020

Schedule A (Form 990 or 990-EZ) 2020
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by 0.035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990 or 990-EZ) 2020

Schedule A (Form 990 or 990-EZ) 2020
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes 1  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity
2  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations 3  
4 Amounts paid to acquire exempt-use assets 4  
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) 5  
6 Other distributions (describe in Part VI). See instructions 6  
7Total annual distributions. Add lines 1 through 6. 7  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI
). See instructions
8  
9 Distributable amount for 2020 from Section C, line 6 9  
10 Line 8 amount divided by Line 9 amount 10  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions
(ii)
Underdistributions
Pre-2020
(iii)
Distributable
Amount for 2020
1 Distributable amount for 2020 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI).
See instructions.
 
3 Excess distributions carryover, if any, to 2020:
a From 2015.......  
b From 2016.......  
c From 2017.......  
d From 2018.......  
e From 2019.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2020 distributable amount  
i Carryover from 2015 not applied (see
instructions)
 
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.  
4Distributions for 2020 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2020 distributable amount  
c Remainder. Subtract lines 4a and 4b from line 4.  
5 Remaining underdistributions for years prior to
2020, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions.
 
6 Remaining underdistributions for 2020. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions.
 
7 Excess distributions carryover to 2021. Add lines
3j and 4c.
 
8 Breakdown of line 7:
a Excess from 2016.....  
b Excess from 2017.....  
c Excess from 2018.....  
d Excess from 2019.....  
e Excess from 2020.....  
Schedule A (Form 990 or 990-EZ) (2020)

Schedule A (Form 990 or 990-EZ) 2020
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
SCHEDULE A, PART IV, LINES 1 & 6 THE FOUNDATION CARRIES OUT THE CHARITABLE PURPOSE OF HPHC, INC., ITS CONTROLLING SUPPORTED ORGANIZATION, BY MAKING GRANTS TO ORGANIZATIONS.(PLEASE SEE SCHEDULE I). THESE GRANTS PROVIDE FINANCIAL ASSISTANCE TO SUPPORT SOCIALLY BENEFICIAL COMMUNITY ACTIVITIES FOR PREVENTION ORIENTED PROGRAMS THAT PROMOTE HEALTH AND WELLNESS. THE MISSION OF HPHC, INC., THE FOUNDATION'S SUPPORTED ORGANIZATION, IS TO IMPROVE THE QUALITY AND VALUE OF HEALTH CARE FOR THE COMMUNITIES IT SERVES. THE FOUNDATION'S GRANT PROGRAM HELPS TO ACCOMPLISH THIS.
Schedule A (Form 990 or 990-EZ) 2020


Additional Data


Software ID:  
Software Version:  
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
HARVARD PILGRIM HEALTH CARE FOUNDATION INC
 
Employer identification number

04-2708004
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
HARVARD PILGRIM HEALTH CARE FOUNDATION INC
 
Employer identification number
04-2708004
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
RESTRICTED
 
 
 
 
  ,    

$ RESTRICTED


(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
HARVARD PILGRIM HEALTH CARE FOUNDATION INC
 
Employer identification number

04-2708004
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
HARVARD PILGRIM HEALTH CARE FOUNDATION INC
 
Employer identification number

04-2708004
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:  
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
SchDMd Bullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2020
Open to Public Inspection
Name of the organization
HARVARD PILGRIM HEALTH CARE FOUNDATION INC
 
Employer identification number

04-2708004
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a  
b Total acreage restricted by conservation easements .................... 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included on Form 990, Part VIII, line 1 .........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2020

Schedule D (Form 990) 2020
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back
1a Beginning of year balance ....          
b Contributions ...          
c Net investment earnings, gains, and losses          
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ...
         
f Administrative expenses ....          
g End of year balance ......          
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet  
c
Term endowment SchDMd Bullet  
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) Unrelated organizations .......................
3a(i)
 
 
(ii) Related organizations .......................
3a(ii)
 
 
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment)
(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .....      
b Buildings ....        
c Leasehold improvements        
d Equipment ....        
e Other .....        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet  
Schedule D (Form 990) 2020

Schedule D (Form 990) 2020
Page 3
Part VII
Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)
(b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1) Financial derivatives.........    
(2) Closely-held equity interests........    
(3)Other
(B)
(C)
(D)
(E)
(F)
(G)
(H)
(I)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes 0
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 901,866
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2020

Schedule D (Form 990) 2020
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1.................. 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b.................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a  
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d.................... 2e  
3 Subtract line 2e from line 1................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b..................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
SCHEDULE D, PART X, LINE 2: THE CONSOLIDATED FINANCIAL STATEMENTS OF HARVARD PILGRIM HEALTH CARE, INC. AND AFFILIATES INCLUDE THE FOLLOWING ENTITIES: HARVARD PILGRIM HEALTH CARE, INC. ("HPHC, INC."), HARVARD PILGRIM HEALTH CARE OF NEW ENGLAND, INC. ("NEW ENGLAND"), HARVARD PILGRIM HEALTH CARE FOUNDATION, INC. (THE "FOUNDATION"), HARVARD PILGRIM HEALTH CARE INSTITUTE, LLC (THE "INSTITUTE"), HPHC INSURANCE AGENCY (THE "AGENCY"), HPHC INSURANCE COMPANY, INC. (THE "INSURANCE COMPANY"), NEW HPHC HOLDING CORPORATION ("NEWCO") AND HEALTH PLANS, INC. AND SUBSIDIARIES ("HPI"). FOLLOWING IS THE RELEVANT PORTION OF THE FIN 48 FOOTNOTE FROM HARVARD PILGRIM HEALTH CARE, INC. AND AFFILIATES CONSOLIDATED FINANCIAL STATEMENTS PREPARED IN ACCORDANCE WITH U.S. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES THAT APPLIES TO THE FILING ORGANIZATION. HPHC, INC., NEW ENGLAND, AND THE FOUNDATION ARE TAX-EXEMPT ORGANIZATIONS UNDER INTERNAL REVENUE SERVICE REGULATIONS. THE INSTITUTE HAS NO TAX STATUS AND THEREFORE FOLLOWS THE TAX-EXEMPT STATUS OF HPHC, INC. AS ITS SOLE MEMBER, HARVARD PILGRIM DID NOT HAVE ANY UNRECOGNIZED TAX BENEFITS AS OF DECEMBER 31, 2020 AND 2019.
Schedule D (Form 990) 2020


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Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2020
Open to Public
Inspection
Name of the organization
HARVARD PILGRIM HEALTH CARE FOUNDATION INC
 
Employer identification number
04-2708004
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government
(b) EIN (c) IRC section
(if applicable)
(d) Amount of cash grant (e) Amount of non-cash
assistance
(f) Method of valuation
(book, FMV, appraisal,
other)
(g) Description of
noncash assistance
(h) Purpose of grant
or assistance
(1) ABBY'S HOUSE
52 HIGH ST
WORCESTER,MA01609
04-2648411 501(C)(3) 7,600   N/A N/A SHELTER FOR HOMELESS WOMEN AND CHILDRED
(2) ACCESSPORT AMERICA
119 HIGH ST
ACTON,MA01720
04-3265194 501(C)(3) 11,750   N/A N/A SPORTS PROGRAMS FOR DISABLED YOUTH AND ADULTS
(3) ADOPT A BLOCK OF AROOSTOOK
PO BOX 517
HOULTON,ME04730
27-3532809 501(C)(3) 10,000   N/A N/A FOOD, CLOTHING AND FURNITURE ASSISTANCE FOR
(4) ALAN DAY COMMUNITY GARDEN
26 WHITMAN STREET
NORWAY,ME04268
27-2720573 501(C)(3) 35,000   N/A N/A FOOD ACCESS PROGRAM
(5) ALFOND YOUTH AND COMMUNITY CENTER
126 NORTH STREET
WATERVILLE,ME04901
04-3341661 501(C)(3) 10,550   N/A N/A SUPPORT YOUTH SPORTS AND COMMUNITY CENTER
(6) ALZHEIMER'S FAMILY CAREGIVER SUPPORT CENTER INC
2095 MAIN STREET
BREWSTER,MA02631
45-5545397 501(C)(3) 10,000   N/A N/A SUPPORT FAMILIES WITH LOVED ONE WHO HAS
(7) AMERICAN RED CROSS
2 MAITLAND STREET
CONCORD,NH03301
53-0196605 501(C)(3) 21,000   N/A N/A DISASTER ASSISTANCE AND TRAINING
(8) AMOSKEAG HEALTH
145 HOLLIS STREET
MANCHESTER,NH03101
02-0458174 501(C)(3) 233,000   N/A N/A COMMUNITY HEALTH CENTER
(9) AMPLEHARVESTORG INC
24 CLOVER RD
NEWFOUNDLAND,NJ07435
27-2433274 501(C)(3) 10,000   N/A N/A FOOD ACCESS PROGRAM
(10) ARC OF MASSACHUSETTS
217 SOUTH STREET
WALTHAM,MA02453
04-2223502 501(C)(3) 20,000   N/A N/A SPECIAL NEEDS SUPPORT
(11) AROOSTOOK COUNTY ACTION
PO BOX 1116
PRESQUE ISLE,ME04769
01-0315849 501(C)(3) 10,000   N/A N/A SOCIAL SERVICE PROGRAM
(12) BACKYARD GROWERS
3 DUNCAN STREET
GLOUCESTER,MA01930
47-1553021 501(C)(3) 10,500   N/A N/A GARDENING EDUCATION & PROMOTION
(13) BANGOR REGION YMCA
17 SECOND STREET
BANGOR,ME04401
01-0211485 501(C)(3) 10,000   N/A N/A HEALTH AND FITNESS PRPGRAM
(14) BAY COVE HUMAN SERVICES INC
66 CANAL STREET
BOSTON,MA02114
04-2518575 501(C)(3) 10,000   N/A N/A MENTAL HEALTH SUPPORT
(15) BEHAVIORAL HEALTH & DEVEL SVCS OF STRAFFORD CNTY
113 CROSBY RD STE 1
DOVER,NH03820
02-0366120 501(C)(3) 20,000   N/A N/A MENTAL HEALTH SUPPORT
(16) BERKSHIRE COUNTY ARC INC
395 SOUTH STREET
PITTSFIELD,MA01201
04-2218928 501(C)(3) 10,000   N/A N/A SUPPORT FOR DOWNS SYNDROME & OTHER DISABILITIES
(17) BETH ISRAEL DEACONESS MEDICAL CENTER
330 BROOKLINE AVENUE
BOSTON,MA02215
04-2103881 501(C)(3) 10,000   N/A N/A HOSPITAL SERVICES
(18) BIG BROTHERS BIG SISTERS OF MID-MAINE
66 ELM STREET SUITE 100
CAMDEN,ME04843
01-0384833 501(C)(3) 10,000   N/A N/A YOUTH MENTOR PROGRAM
(19) BIG BROTHERS BIG SISTERS OF SOUTHERN MAINE
625 MAIN STREET
WESTBROOK,ME04092
01-0475146 501(C)(3) 10,000   N/A N/A YOUTH MENTOR PROGRAM
(20) BIG SISTER ASSOC OF GREATER BOSTON
20 PARK PLAZA SUITE 1420
BOSTON,MA02116
04-2150651 501(C)(3) 43,639   N/A N/A YOUTH MENTORSHIP PROGRAM
(21) BOOTHBAY REGION YMCA
261 TOWNSEND AVE PO BOX 500
BOOTHBAY HARBOR,ME04538
01-0237912 501(C)(3) 10,000   N/A N/A HEALTH AND FITNESS PROGRAM
(22) BOSTON AREA GLEANERS
240 BEAVER STREET
WALTHAM,MA02452
30-0434755 501(C)(3) 36,050   N/A N/A FOOD ACCESS PROGRAM
(23) BOSTON CHARITABLE TRUST FUND
1 CITY HALL SQUARE
BOSTON,MA02201
04-6528581 501(C)(3) 251,000   N/A N/A CITY OF BOSTON COVID RELIEF
(24) BOSTON CHINATOWN NEIGHBORHOOD CENTER INC
885 WASHINGTON STREET
BOSTON,MA02111
23-7209691 501(C)(3) 16,000   N/A N/A CHILDCARE AND SERVICES FOR CHINATOWN FAMILIES
(25) BOSTON MEDICAL CENTER
ONE BOSTON MEDICAL CENTER PLACE
BOSTON,MA02118
04-3314093 501(C)(3) 22,500   N/A N/A HEALTH CARE SERVICES
(26) BOYS AND GIRLS CLUB OF LAWRENCE
136 WATER ST
LAWRENCE,MA01841
04-2104377 501(C)(3) 10,000   N/A N/A HEALTHY YOUTH PROGRAMMING
(27) BOYS AND GIRLS CLUB OF MANCHESTER
555 UNION STREET
MANCHESTER,NH03104
02-0226033 501(C)(3) 11,000   N/A N/A HEALTHY YOUTH PROGRAMMING
(28) BOYS AND GIRLS CLUB OF SOUTHERN MAINE
277 CUMBERLAND AVE
PORTLAND,ME04112
01-0211543 501(C)(3) 10,000   N/A N/A HEALTHY YOUTH PROGRAMMING
(29) BOYS AND GIRLS CLUB OF WORCESTER
65 TAINTER ST
WORCESTER,MA01610
04-2105851 501(C)(3) 10,500   N/A N/A HEALTHY YOUTH PROGRAMMING
(30) BOYS AND GIRLS CLUBS OF BOSTON
200 HIGH STREET
BOSTON,MA02110
04-2103922 501(c)(3) 101,006   N/A N/A HEALTHY YOUTH PROGRAMMING
(31) BREAD OF LIFE
54 EASTERN AVE
MALDEN,MA02148
22-3199801 501(C)(3) 10,000   N/A N/A FOOD PANTRY SUPPORT
(32) BRIDGTON ACADEMY
11 ACADEMY LANE
NORTH BRIDGTON,ME04057
01-0221344 501(C)(3) 10,000   N/A N/A HEALTHY YOUTH PROGRAMMING
(33) BROCKTON AREA MULTI SERVICES INC
10 CHRISTYS DRIVE
BROCKTON,MA02301
04-2562377 501(C)(3) 10,000   N/A N/A HUMAN SERVICE SUPPORT
(34) CAMBRIDGE HEALTH ALLIANCE
230 HIGHLAND AVE
SOMERVILLE,MA02143
01-0676306 501(c)(3) 7,500   N/A N/A HEALTH SERVICES
(35) CAPE VERDEAN COMMUNITY INC
242 BOWDOIN STREET
DORCHESTER,MA02122
30-0774430 501(C)(3) 10,000   N/A N/A SUPPORT FOR FAMILIES IN NEED
(36) CARDINAL CUSHING CENTERS INC
405 WASHINGTON STREET
HANOVER,MA02339
04-2104871 501(C)(3) 10,000   N/A N/A SUPPORT INDEPENDENT LIVING
(37) CARIBE COMMUNICATIONS & PUBLICATIONS INC
175 MCCLELLAN HIGHWAY SUITE 1A
EAST BOSTON,MA02128
04-2530767   7,500   N/A N/A COVID-19 SAFETY/EDUCATION CAMPAIGN
(38) CATHOLIC CHARITIES MAINE
PO BOX 10660
PORTLAND,ME04104
01-0280225 501(C)(3) 50,000   N/A N/A HUMAN SERVICES SUPPORT
(39) CENTER FOR LATINO PROGRESS-CPRF
95 PARK STREET
HARTFORD,CT06106
06-1385027 501(C)(3) 10,000   N/A N/A CULTURAL AND HUMAN SERVICES SUPPORT
(40) CENTRAL LINCOLN COUNTY YMCA
525 MAIN STREET PO BOX 787
DAMARISCOTTA,ME04543
01-2978129 501(C)(3) 10,000   N/A N/A HEALTH AND FITNESS PROGRAMS
(41) CENTRAL MASSACHUSETTS AGENCY ON AGING INC
330 SOUTHWEST CUTOFF
WORCESTER,MA01604
04-2547633 501(C)(3) 10,000   N/A N/A AGING SUPPORT SERVICES
(42) CHARTER OAK HEALTH CENTER INC
21 GRAND STREET
HARTFORD,CT06106
06-0986747 501(C)(3) 10,000   N/A N/A FOOD ACCESS PROGRAM
(43) CHICA INC
98 NORTH WASHINGTON ST
BOSTON,MA02114
45-3866647 501(C)(3) 16,550   N/A N/A LATINA MENTORING PROGRAM
(44) CIFC COMMUNITY HEALTH CENTER
120 MAIN ST
DANBURY,CT06810
91-2187143 501(C)(3) 10,000   N/A N/A HEALTH SERVICES
(45) CITY MISSION INC
185 COLUMBIA RD
BOSTON,MA02121
04-2104003 501(C)(3) 10,000   N/A N/A HUMAN SERVICES SUPPORT
(46) CLIFFORD W BEERS GUIDANCE CLINIC INC
5 SCIENCE PARK
NEW HAVEN,CT06511
06-0646757 501(C)(3) 25,650   N/A N/A MENTAL HEALTH SUPPORT
(47) COASTAL FOODSHED INC
466 BROCK AVE
NEW BEDFORD,MA02744
82-4559064 501(C)(3) 283,304   N/A N/A FOOD ACCESS PROGRAM
(48) CODMAN SQUARE HEALTH INC
PO BOX 845374
BOSTON,MA02284
04-2678774 501(C)(3) 10,000   N/A N/A HEALTH SERVICES
(49) COLOR OF CHANGE EDUCATION FUND INC
1714 FRANKLIN ST
OAKLAND,CA94612
45-5569879 501(C)(3) 27,500   N/A N/A ANTI-RACISM TRAINING AND ADVOCACY
(50) COLUMBUS HOUSE INC
586 ELLA GRASSO BLVD
NEW HAVEN,CT06519
22-2511873 501(C)(3) 10,000   N/A N/A HOMELESS SERVICES SUPPORT
(51) COMMUNITY ACTION PROGRAM
2 INDUSTRIAL PARK DRIVE
CONCORD,NH03302
02-0270376 501(c)(3) 10,000   N/A N/A HUMAN SERVICE SUPPORT
(52) COMMUNITY CARE COOPERATIVE INC
75 FEDERAL STREET
BOSTON,MA02110
81-3005904 501(C)(3) 1,000,000   N/A N/A HEALTH SERVICES SUPPORT
(53) COMMUNITY CLINICAL SERVICES INC
57 BIRCH ST STE 102
LEWISTON,ME04240
01-0409788 501(C)(3) 233,000   N/A N/A HEALTH SERVICES
(54) COMMUNITY CONCEPTS INC
240 BATES STREET
LEWISTON,ME04240
01-0424969 501(c)(3) 10,000   N/A N/A HUMAN SERVICE SUPPORT
(55) COMMUNITY HARVEST PROJECT INC
37 WHEELER ROAD
NORTH GRAFTON,MA01536
04-3424018 501(C)(3) 35,781   N/A N/A FOOD ACCESS PROGRAM
(56) COMMUNITY HEALTH SERVICES
500 ALBANY AVE
HARTFORD,CT06120
06-0863942 501(C)(3) 10,000   N/A N/A HEALTH SERVICES
(57) COMMUNITY HLTH & WELLNESS CNTR OF GRTR TORRINGTON
469 MIGEON AVE
TORRINGTON,CT06790
56-2286940 501(C)(3) 20,000   N/A N/A HEALTH SERVICES
(58) COMMUNITY SERVINGS
179 AMORY STREET
JAMAICA PLAIN,MA02130
22-3154028 501(C)(3) 16,550   N/A N/A FOOD ACCESS PROGRAM
(59) CONNECTICUT FOOD BANK INC
2 RESEARCH PARKWAY
WALLINGFORD,CT06492
06-1063025 501(C)(3) 50,550   N/A N/A FOOD ACCESS SUPPORT
(60) CONSUMERS FOR AFFORDABLE HEALTH CARE
12 CHURCH STREET
AUGUSTA,ME04330
04-3366975 501(C)(3) 10,000   N/A N/A HEALTH CARE ADVOCACY
(61) COOS COUNTY FAMILY HEALTH SERVICES
133 PLEASANT ST
BERLIN,NH03570
02-0350051 501(C)(3) 233,000   N/A N/A HEALTH SERVICES SUPPORT
(62) CORNELL SCOTT HILL HEALTH CENTER
400 COLUMBUS AVE
NEW HAVEN,CT06519
06-0870990 501(C)(3) 10,000   N/A N/A HEALTH SERVICES
(63) COUNCIL OF CHURCHES OF GREATER BRIDGEPORT
1718 CAPITAL AVENUE
BRIDGEPORT,CT06604
06-0647008 501(C)(3) 220,000   N/A N/A FOOD ACCESS SUPPORT
(64) CRADLES TO CRAYONS
155 NORTH BEACON ST
BRIGHTON,MA02135
04-3584367 501(C)(3) 12,000   N/A N/A CHILDREN'S CLOTHING SUPPORT
(65) CROSSROADS FOR WOMEN
114 MAIN ST
WINDHAM,ME04062
01-0473057 501(C)(3) 10,000   N/A N/A ADDICTION TREATMENT SUPPORT
(66) CUMBERLAND COUNTY FOOD SECURITY COUNCIL
494 ROUTE 1
YARMOUTH,ME04096
82-2642533 501(C)(3) 35,000   N/A N/A FOOD ACCESS SUPPORT
(67) DAMARISCOTTA RIVER ASSOCIATION
PO BOX 333
DAMARISCOTTA,ME04543
23-7303162 501(C)(3) 35,000   N/A N/A FOOD ACCESS SUPPORT
(68) DANIEL'S TABLE INC
10 PEARL ST
FRAMINGHAM,MA01702
47-3166043 501(C)(3) 10,550   N/A N/A FOOD ACCESS SUPPORT
(69) DCU CENTER FOR KIDS
220 DONALD LYNCH BLVD
MIDDLEBOROUGH,MA01752
20-2184636 501(c)(3) 15,000   N/A N/A CHILD SUPPORT SERVICES
(70) DIMOCK CENTER
55 DIMOCK STREET
ROXBURY,MA02119
04-3487835 501(C)(3) 215,881   N/A N/A HEALTH SERVICES
(71) DOVE INC
PO BOX 690267
QUINCY,MA02269
04-2667808 501(C)(3) 9,550   N/A N/A DOMESTIC VIOLENCE PREVENTION
(72) DOWN EAST AIDS NETWORK
5 LONG LANE
ELLSWORTH,ME04605
01-0441229 501(C)(3) 11,000   N/A N/A AIDS SUPPORT
(73) EASTER SEALS NEW HAMPSHIRE INC
555 AUBURN STREET
MANCHESTER,NH03103
02-0272825 501(C)(3) 7,250   N/A N/A SUPPORT FOR DISABLED
(74) EDWARD M KENNEDY COMMUNITY HEALTH CENTER
650 LINCOLN STREET
WORCESTER,MA01605
04-2513817 501(C)(3) 20,000   N/A N/A HEALTH SERVICES
(75) ELDER SERVICES OF THE MERRIMACK VALLEY INC
280 MERRIMACK STREET
LAWRENCE,MA01843
04-2545136 501(C)(3) 187,120   N/A N/A EDUCATIONAL PROGRAMS FOR OLDER ADULTS
(76) ELDER SERVICES OF WORCESTER AREA
67 MILLBROOK STREET
WORCESTER,MA01606
04-2545221 501(C)(3) 10,000   N/A N/A SUPPORT FOR OLDER ADULTS
(77) END HUNGER CT
65 HUNGERFORD STREET
HARTFORD,CT06106
06-1545835 501(C)(3) 10,000   N/A N/A HUNGER PREVENTION ADVOCACY
(78) FAIR HAVEN COMMUNITY HEALTH CLINIC
374 GRAND AVE
NEW HAVEN,CT06513
06-0883545 501(C)(3) 160,000   N/A N/A HEALTH SERVICES
(79) FAIRGATE FARM INC
40 CLINTON AVENUE
STAMFORD,CT06901
30-0942697 501(C)(3) 32,640   N/A N/A FOOD ACCESS SUPPORT
(80) FAMILIES IN TRANSITION
122 MARKET STREET
MANCHESTER,NH03101
02-0475414 501(C)(3) 184,040   N/A N/A HOMELESS SERVICES SUPPORT
(81) FIRST CHOICE HEALTH CENTERS INC
94 CONNECTICUT BLVD
EAST HARTFORD,CT06108
06-1416492 501(C)(3) 150,000   N/A N/A HEALTH SERVICES
(82) FOOD FOR FREE COMMITTEESINC
11 INMAN STREET
CAMBRIDGE,MA02139
22-2561771 501(C)(3) 10,550   N/A N/A FOOD ACCESS SUPPORT
(83) FOOD LINK INC
17 BRATTLE STREET
ARLINGTON,MA02476
47-1840355 501(C)(3) 10,000   N/A N/A FOOD ACCESS SUPPORT
(84) FOODSHARE INC
450 WOODLAND AVE
BLOOMFIELD,CT06002
22-2474771 501(C)(3) 50,000   N/A N/A FOOD ACCESS SUPPORT
(85) FOUNDATION FOR A STRONG MAINE ECONOMY
128 STATE STREET
AUGUSTA,ME04330
30-0036992 501(C)(3) 50,000   N/A N/A ECONOMIC SERVICES SUPPORT
(86) FRANNIE PEABODY CENTER
30 DANFORTH STREET
PORTLAND,ME04102
01-0416974 501(C)(3) 10,100   N/A N/A HIV SUPPORT SERVICES
(87) FREEPORT COMMUNITY SERVICES
53 DEPOT ST
FREEPORT,ME04032
01-0332769 501(C)(3) 10,000   N/A N/A HUMAN SERVICES SUPPORT
(88) FRIENDS OF THE MILLBURY SENIORS INC
1 RIVER STREET
MILLBURY,MA01527
04-2741592 501(C)(3) 7,700   N/A N/A SENIOR SERVICES SUPPORT SPONSOR
(89) FULL PLATES FULL POTENTIAL
188 STATE STREET
PORTLAND,ME04101
82-2032867 501(C)(3) 10,000   N/A N/A CHILD ANTI-HUNGER SUPPORT SPONSOR
(90) GATHER
210 WEST ROAD
PORTSMOUTH,NH03801
02-0226943 501(C)(3) 35,550   N/A N/A FOOD ACCESS SUPPORT SPONSOR
(91) GIFTS OF LOVE INC
PO BOX 463
AVON,CT06001
06-1309318 501(C)(3) 10,000   N/A N/A CRISIS FURNITURE/CLOTJHING SUPPORT SPONSOR
(92) GOOD SHEPHERD FOOD BANK
P O BOX 1807
AUBURN,ME04211
22-2986809 501(C)(3) 164,450   N/A N/A FOOD ACCESS SUPPORT SPONSOR
(93) GOOD WILL HOME ASSOCIATION
16 Prescott Drive
HICKLEY,ME04944
01-0211508 501(C)(3) 6,790   N/A N/A SUPPORT FOR AT RISK YOUTH
(94) GOODWILL INDUSTRIES OF NORTHERN NEW ENGLAND
34 HUTCHERSON DR
GORHAM,ME04038
01-0284340 501(C)(3) 10,000   N/A N/A SUPPORT PEOPLE WITH DIFFERENT CHALLENGES
(95) GRAFTON COUNTY SENIOR CITIZENS COUNCIL INC
10 CAMPBELL STREET
LEBANON,NH03766
23-7248316 501(C)(3) 10,000   N/A N/A SUPPORT FOR SENIORS
(96) GRANITE STATE INDEPENDENT LIVING
21 CHENELL DRIVE
CONCORD,NH03301
02-0350170 501(C)(3) 10,000   N/A N/A SUPPORT FOR DISABLED
(97) GRANITE UNITED WAY
22 CONCORD STREET
MANCHESTER,NH03101
02-6006033 501(C)(3) 50,000   N/A N/A COMMUNITY SUPPORT
(98) GREATER BOSTON CHINESE GOLDEN AGE CENTER
75 KNEELAND STREET
Boston,MA02111
23-7181452 501(C)(3) 10,000   N/A N/A SENIOR CULTURAL ORGANIZATION
(99) GREATER BOSTON FOOD BANK
70 SOUTH BAY AVE
BOSTON,MA02118
04-2717782 501(C)(3) 20,000   N/A N/A FOOD ACCESS SUPPORT
(100) GREATER SPRINGFIELD SENIOR SERVICES INC
66 INDUSTRY AVENUE
SPRINGFIELD,MA01104
04-2510895 501(C)(3) 10,000   N.A N/A SUPPORT FOR SENIORS
(101) GROUNDWORK LAWRENCE INC
50 ISLAND STREET
LAWRENCE,MA01840
04-3546770 501(c)(3) 20,000   N/A N/A FOOD ACCESS SUPPORT
(102) GROW FOOD NORTHAMPTON INC
221 PINE STREET
FLORENCE,MA01062
01-0959428 501(C)(3) 35,000   N/A N/A FOOD ACCESS SUPPORT
(103) GROWING PLACES GARDEN PROJECT INC
325 LINDELL AVE
LEOMINSTER,MA01453
10-0004885 501(C)(3) 35,000   N/A N/A FOOD ACCESS SUPPORT
(104) HANDS ON HARTFORD
55 BARTHOLOMEW AVE
HARTFORD,CT06106
06-0861268 501(C)(3) 13,250   N/A N/A HUMAN SERVICES SUPPORT
(105) HANOVER THEATER INC
2 SOUTHBRIDGE STREET
WORCESTER,MA01608
05-0521735 501(C)(3) 10,000   N/A N/A THEATER ARTS SUPPORT
(106) HARBOR HOMES INC
77 NORTHEASTERN BLVD
NASHUA,NH03062
02-0351932 501(C)(3) 233,500   N/A N/A SUBSTANCE ABUSE SERVICES
(107) HARRY EDAVIS PARTNERSHIP FOR CHILDRENS ORAL HEALT
PO BOX 11
YARMOUTH,ME04096
81-3309003 501(C)(3) 10,000   N/A N/A ORAL HEALTH EDUCATION AND ADVOCACY
(108) HARTFORD FOOD SYSTEM INC
190 WETHERSFIELD AVE
HARTFORD,CT06114
06-0991880 501(C)(3) 10,500   N/A N/A FOOD ACCESS SUPPORT
(109) HARTFORD FOUNDATION FOR PUBLIC GIVING
10 COLUMBUS BLVD
HARTFORD,CT06106
06-0699252 501(C)(3) 100,000   N/A N/A SUPPORT COMMUNITY FOUNDATION
(110) HARTFORD MARATHON FOUNDATION INC
41 SEQUIN DRIVE
GLASTONBURY,CT06033
06-1415320 501(C)(3) 17,500   N/A N/A RACE SPONSORSHIP
(111) HARTFORD PROMISE
750 MAIN STREET
HARTFORD,CT06103
81-0924703 501(C)(3) 7,500   N/A N/A COLLEGE SUCCESS PROGRAM
(112) HEALTH CARE FOR ALL INC
1 FEDERAL STREET
BOSTON,MA02110
04-3071598 501(C)(3) 90,000   N/A N/A HEALTH ADVOCACY
(113) HEALTHY ACADIA
140 STATE ST STE 1
ELLSWORTH,ME04605
27-0548057 501(C)(3) 25,000   N/A N/A FOOD ACCESS SUPPORT
(114) HEARTH
1640 WASHINGTON STREEt
BOSTON,MA02118
04-3206820 501(C)(3) 12,550   N/A N/A HOMELESS PREVENTION PROGRAM FOR SENIORS
(115) HEBREW SENIOR LIFE
1200 CENTRE STREET
Boston,MA02131
90-0183119 501(C)(3) 10,000   N/A N/A HEALTH SERVICES SUPPORT
(116) HESSCO ELDER SERVICES INC
ONE MERCHANT STREET
SHARON,MA02067
04-2936321 501(C)(3) 10,000   N/A N/A HEALTH AND HUMAN SERVICES SUPPORT
(117) HOCKANUM VALLEY COMMUNUTY COUNCIL INC
29 NAEK ROAD SUITE 5A
VERNON,CT06066
06-0864311 501(C)(3) 11,100   N/A N/A HUMAN SERVICES SUPPORT
(118) HOCKOMOCK AREA YMCA
300 ELMWOOD STREET
NORTH ATTLEBORO,MA02760
04-2131749 501(C)(3) 10,000   N/A N/A HEALTH AND FITNESS PROGRAMS
(119) HOLY NURSING & REHABILITATION CENTER
300 BARBER AVE
WORCESTER,MA01606
04-3041438 501(C)(3) 10,000   N/A N/A REHABILITATION CENTER SUPPORT
(120) HOME FOR LITTLE WANDERERS
10 GUEST STREET
BOSTON,MA02135
04-2104764 501(c)(3) 10,500   N/A N/A HOMELESS CHILDREN SUPPORT
(121) HOME HEALTHCARE HOSPICE & COMMUNITY SERVICES
312 MARLBORO ST
KEENE,NH03431
02-0360640 501(C)(3) 10,000   N/A N/A HOSPICE SERVICES
(122) HOUSING FAMILIES INC
919 EASTERN AVENUE
MALDEN,MA02148
04-2925846 501(C)(3) 12,500   N/A N/A FAMILY HOMELESSNESS PREVENTION
(123) IMMIGRANTS ASSISTANCE CENTER INC
58 CRAPO STREET
NEW BEDFORD,MA02740
04-2530908 501(C)(3) 10,000   N/A N/A HUMAN SERVICES SUPPORT
(124) INDEPENDENCE ADVOCATES OF MAINE INC
PO BOX 457
ORANO,ME04473
04-2925846 501(C)(3) 10,000   N/A N/A SUPPORT FOR DISABLED
(125) INSTITUTE FOR FAMILY OWNED BUSINESS
PO Box 3364
PORTLAND,ME04104
26-2428220 501(C)(3) 9,355   N/A N/A EMPOWING FAMILY OWNED BUSINESSES
(126) INSTITUTE FOR NONPROFIT PRACTICE
89 SOUTH STREET SUITTE LL02
BOSTON,MA02111
47-1613050 501(C)(3) 10,000   N/A N/A BUSINESS SUPPORT SERVICES
(127) INTERCOMMUNITY INC
111 FOUNDERS PLZ
EAST HARTFORD,CT06108
06-0954809 501(C)(3) 10,000   N/A N/A MENTAL HEALTH SUPPORT
(128) JOHN F KENNEDY FAMILY SERVICE CENTER
23 A MOULTON ST
CHARLESTOWN,MA02129
04-2373976 501(C)(3) 10,000   N/A N/A HUMAN SERVICES SUPPORT
(129) JUST ROOTS INC
34 GLENBROOK DRIVE
GREENFIELD,MA01301
37-1637062 501(C)(3) 34,700   N/A N/A FOOD ACCESS SUPPORT
(130) JUVENILE DIABETES RESEARCH FOUNDATION INC
175 AMMON DR
MANCHESTER,NH03103
23-1907729 501(C)(3) 10,500   N/A N/A DIABETES EDUCATION AND ADVOCACY
(131) KENEY PARK SUSTAINABILITY PROJECT INC
183 WINDSOR AVE
WINDSOR,CT06095
06-1536163 501(C)(3) 35,000   N/A N/A FOOD ACCESS SUPPORT
(132) KENNEBEC REGIONAL HEALTH ALLIANCE
10 WATER STREET
WATERVILLE,ME04901
01-0512827 501(C)(3) 10,000   N/A N/A HEALTH SERVICES SUPPORT
(133) KIEVE-WAVUS EDUCATION INC
PO BOX 169
NOBLEBORO,ME04555
23-7352599 501(C)(3) 10,000   N/A N/A SUPPORT BOYS SUMMER CAMP PROGRAM
(134) LA COLABORATIVA INC
P O BOX 505114
CHELSEA,MA02150
22-2906521 501(C)(3) 50,000   N/A N/A CIVIL RIGHTES SUPPORT
(135) LAHEY CLINIC HOSPITAL INCORPORATED
41 MALL ROAD
BURLINTON,MA01805
04-2704686 501(C)(3) 25,000   N/A N/A HEALTH CARE SERVICES
(136) LIECESTER HISTORICAL SOCIETY
22 RAWSON STREET
LEICESTER,MA01524
04-3048619 501(C)(3) 5,500   N/A N/A SUPPORT FOR HISTORICAL SOCIETY
(137) LITTLE BROTHERS-FRIENDS OF THE ELDERLY
3305 WASHINGTON ST
JAMAICA PLAIN,MA02130
04-2681294 501(C)(3) 10,000   N/A N/A LONLINESS PREVENTION FOR ELDERLY
(138) LOCKER PROJECT
PO BOX 3134
PORTLAND,ME04104
47-1257754 501(C)(3) 15,000   N/A N/A CHILD FOOD ACCESS SUPPORT
(139) LORRAINE'S SOUP KITCHEN AND PANTRY INC
170 PENDEXTER STREET
CHICOPEE,MA01013
04-2616751 501(C)(3) 10,000   N/A N/A FOOD ACCESS SUPPORT
(140) LOVIN' SPOONFULS INC
1304 COMMONWEALTH AVE
BOSTON,MA02134
27-1810597 501(C)(3) 10,000   N/A N/A FOOD ACCESS SUPPORT
(141) MAB COMMUNITY SERVICES
200 IVY ST
BROOKLINE,MA02446
04-2109859 501(C)(3) 10,000   N/A N/A ADULT DISABILITY SERVICES
(142) MADISON PARK DEVELOPMENT CORPORATION
184 DUDLEY ST
ROXBURY,MA02119
23-7164223 501(C)(3) 35,000   N/A N/A COMMUNITY DEVELOPMENT
(143) MAINE 4-H FOUNDATION
5717 CORBETT HALL
ORONO,ME04469
01-6011487 501(C)(3) 10,000   N/A N/A ANIMAL AND GARDENING EDUCATION FOR YOUTH
(144) MAINE ASSOCIATION OF NONPROFITS
565 CONGRESS ST
PORTLAND,ME04101
01-0488538 501(C)(3) 27,500   N/A N/A NONPROFIT DEVELOPMENT
(145) MAINE COUNCIL ON AGING
PO BOX 988
BRUNSWICK,ME04011
46-1549012 501(C)(3) 11,500   N/A N/A OLDER ADULT ADVOCACY
(146) MAINE ORGANIC FARMERS AND GARDENERS ACCOCIATION
294 CROSBY BROOK ROAD
UNITY,ME04988
01-6048322 501(C)(3) 9,250   N/A N/A FOOD ACCESS SUPPORT AND ADVOCACY
(147) MAINE SEACOAST MISSION
127 WEST ST
BAR HARBOR,ME04609
01-0216837 501(C)(3) 10,000   N/A N/A SUPPORT LAND PRESERVATION
(148) MAINE TODAY MEDIA
295 GANNETT DRIVE
PORTLAND,ME04106
47-3810067   10,000   N/A N/A HEALTHY FOOD AND ENVIRONMENT
(149) MAINE VETERANS' HOMES
460 CIVIC CENTER DRIVE
AUGUSTA,ME04330
01-0376832 501(C)(3) 10,000   N/A N/A VETERAN SHELTER AND HUMAN SERVICES SUPPORT
(150) MASSACHUSETTS HEALTH QUALITY PARTNERS
42 PLEASANT STREET
WATERTOWN,MA02472
04-3542817 501(C)(3) 10,000   N/A N/A NONPROFIT REPORTING & MEASUREMENT
(151) MASSACHUSETTS LGBT CHAMBER OF COMMERCE
50 MILK STREET
BOSTON,MA02109
82-3342211 501(C)(6) 15,000   N/A N/A LGBT BUSINESS ADVOCACY AND SERVICES
(152) MENTAL HEALTH CENTER OF GREATER MANCHESTER
401 CYPRESS STREET
MANCHESTER,NH03103
02-0258994 501(C)(3) 10,500   N/A N/A MENTAL HEALTH SUPPORT
(153) MERCY HOUSING AND SHELTER CORPORATION
221 MAIN STREET
HARTFORD,CT06106
06-1090211 501(C)(3) 10,000   N/A N/A HOUSING ASSISTANCE SUPPORT
(154) MERRIMACK VALLEY YMCA
101 AMESBURY STREET
LAWRENCE,MA01840
04-2104378 501(C)(3) 10,000   N/A N/A HEALTH AND FITNESS PROGRAMS
(155) MILL CITY GROWS INC
PO BOX 7133
LOWELL,MA01852
47-2096070 501(C)(3) 41,550   N/A N/A FOOD ACCESS SUPPORT
(156) MINUTEMAN ARC FOR HUMAN SERVICES
35 FOREST RIDGE RD
CONCORD,MA01742
04-2269230 501(C)(3) 10,000   N/A N/A DISABILTY SERVICES FAMILIES
(157) MISSION E4 INC
39 BURNSHIRT ROAD
HUBBARDSTON,MA01452
20-2383319 501(C)(3) 10,000   N/A N/A HUMAN SERVICES SUPPORT FAMILIES
(158) MISSIONSAVE A NEW BEGINNING INC
PO BOX 201060
ROXBURY,MA02120
04-3457195 501(C)(3) 10,000   N/A N/A SUPPORT SERVICES FOR AT RISK YOUTH ALZHEIMERS
(159) MOBIUS INC
319 MAIN STREET
DAMARISCOTTA,ME04543
01-0358732 501(C)(3) 10,000   N/A N/A DISABILITIES SUPPORT SERVICES
(160) MONTACHUSETTS OPPORTUNITY COUNCIL
601 RIVER STREET
FITCHBURG,MA01420
04-2401111 501(C)(3) 10,550   N/A N/A HUMAN SERVICES SUPPORT FAMILIES
(161) MOVING ME FORWARD
P O BOX 1704
AUBURN,ME01420
46-2547818 501(C)(3) 7,500   N/A N/A HEALTH AND FITNESS SUPPORT ALZHEIMERS
(162) MUSEUM OF SCIENCE
1 SCIENCE PARK
BOSTON,MA02114
04-2103916 501(C)(3) 7,500   N/A N/A SCIENCE EDUCATION FAMILIES
(163) MY BROTHERS TABLE
98 WILLOW STREET
LYNN,MA01901
04-3457195 501(C)(3) 10,000   N/A N/A HUNGER PREVENTION SUPPORT
(164) MY PLACE TEEN CENTER
755 MAIN STREET
WESTBROOK,ME04092
01-0509578 501(C)(3) 12,250   N/A N/A HEALTH AND FITNESS EDUCATION ALZHEIMERS
(165) MYSTIC VALLEY ELDER SERVICES
300 COMMERCIAL STREET
MALDEN,MA02148
04-2562646 501(C)(3) 10,550   N/A N/A OLDER ADULT SUPPORT SERVICES FAMILIES
(166) NAMI MASSACHUSETTS
529 MAIN STREET
BOSTON,MA02129
04-2777012 501(C)(3) 10,500   N/A N/A MENTAL HEALTH ADVOCACY
(167) NASHUA ASSOCIATION FOR THE ELDERLY INC
70 TEMPLE STREET
NASHUA,NH03060
02-0344807 501(C)(3) 10,925   N/A N/A OLDER ADULT SUPPORT SERVICES ALZHEIMERS
(168) NASHUA SOUP KITCHEN & SHELTER INC
PO BOX 3116
NASHUA,NH03061
02-0359239 501(C)(3) 30,000   N/A N/A FOOD ACCESS AND SHELTER PROGRAM
(169) NATICK SERVICE COUNCIL FOOD PANTRY
39 EAST CENTRAL STREET
NATICK,MA01760
04-2433772 501(C)(3) 12,200   N/A N/A FOOD ACCESS AND HUMAN SERVICE SUPPORT
(170) NEIGHBORWORKS SOUTHERN NEW HAMPSHIRE
801 ELM STREET
MANCHESTER,NH03105
02-0455301 501(C)(3) 10,000   N/A N/A HOUSING ACCESS SERVICES
(171) NEW BRITAIN ROOTS INC
PO BOX 853
NEW BRITAIN,CT06050
46-4350118 501(C)(3) 25,500   N/A N/A FOOD ACCESS SUPPORT
(172) NEW ENGLAND BAPTIST HOSPITAL
125 PARKER HILL AVE
BOSTON,MA02120
04-2103612 501(C)(3) 10,000   N/A N/A HEALTH SERVICES
(173) NEW ENGLAND GRASSROOTS ENVIRONMENT FUND INC
PO BOX 611
NEWMARKET,NH03857
03-0364677 501(C)(3) 8,976   N/A N/A ENVIRONMENTAL FOUNDATION SUPPORT
(174) NEW HAMPSHIRE FOOD BANK
700 EAST INDUSTRIAL PARK DRIVE
MANCHESTER,NH03109
02-0222163 501(C)(3) 132,800   N/A N/A FOOD ACCESS SUPPORT
(175) NEW HAVEN LAND TRUST INCORPORATED
817 GRAND AVE SUITE 102
NEW HAVEN,CT06511
06-1063389 501(C)(3) 35,000   N/A N/A LAND PRESERVATION & FOOD ACCESS SUPPORT
(176) NEW PROFIT INC
P O BOX 567
PORTLAND,ME04112
04-3396766 501(C)(3) 80,000   N/A N/A SUPPORT PHILANTHROPY ORGANIZATION
(177) NH AUTO DEALERS ASSOCIATION
507 South Street
Bow,NH03304
22-2715464 501(C)(3) 6,500   N/A N/A EVENT SPONSORSHIP
(178) NH CENTER FOR NONPROFITS
194 PLEASANT ST STE 14
CONCORD,NH03301
81-0555176 501(C)(3) 7,500   N/A N/A NON-PROFIT EDUCATION
(179) NORTH COUNTRY HEALTH
262 COTTAGE ST STE 230
LITTLETON,NH03561
02-0503184 501(C)(3) 25,000   N/A N/A HEALTH SERVICES
(180) NORTHEAST ARC
1 SOUTHSIDE ROAD
DANVERS,MA01923
04-2232416 501(C)(3) 10,500   N/A N/A DISABILITIES SERVICES SUPPORT
(181) NORTHERN LIGHT HOME CARE & HOSPICE
50 FODEN RD
PORTLAND,ME04106
01-0246804 501(C)(3) 10,000   N/A N/A HOSPICE SERVICES
(182) NUESTRAS RAICES INC
329 MAIN STREET
HOLYOKE,MA01040
04-3182556 501(C)(3) 10,000   N/A N/A FOOD ACCESS SUPPORT
(183) OGUNQUIT PLAYHOUSE FOUNDATION
42 MAIN STREET
OGUNQUIT,ME03907
01-0490316 501(C)(3) 10,000   N/A N/A THEATER ARTS SUPPORT
(184) OLD STURBRIDGE VILLAGE
OLD STURBR VILLG RD
STURBRIDGE,MA01566
04-2104809 501(c)(3) 7,500   N/A N/A HISTORICAL EDUCATION
(185) OLYMPIA SNOWE WOMENS LEADERSHIP INSTITUTE
ONE CANAL PLAZA
PORTLAND,ME04101
46-1398374 501(C)(3) 10,000   N/A N/A MENTORSHIP PROGRAM FOR YOUNG GIRLS
(186) OPERATION HAT TRICK
1 10TH STREET
HAMPTON,NH03842
46-1470087 501(c)(3) 5,500   N/A N/A VETERAN SUPPORT SERVICES
(187) OPTIMUS HEALTH CARE INC
982 E MAIN ST
BRIDGEPORT,CT06608
06-0972166 501(C)(3) 10,000   N/A N/A HEALTH SERVICES
(188) ORGANIZATION FOR REFUGEE & IMMIGRANT SUCCESS
434 LAKE AVENUE
MANCHESTER,NH03103
76-0826598 501(C)(3) 71,250   N/A N/A FOOD ACCESS SUPPORT
(189) OXFORD COUNTY MENTAL HEALTH SERVICES
150 CONGRESS STREET
RUMFORD,ME04276
01-0466967 501(C)(3) 10,000   N/A N/A MENTAL HEATLH SERVICES
(190) PAN MASS CHALLENGE
77 4TH AVENUE
NEEDHAM,MA02494
04-2746912 501(C)(3) 13,200   N/A N/A CANCER SUPPORT FUNDRAISER
(191) PARTNERS FOR WORLD HEALTH
40 WALCH DR
PORTLAND,ME04103
32-0276903 501(c)(3) 10,000   N/A N/A MEDICAL SUPPLIES AND EQUIPMENT
(192) PENOBSCOT BAY YMCA
116 UNION ST PO BOX 840
ROCKPORT,ME04856
01-0211813 501(C)(3) 9,500   N/A N/A HEALTH AND FITNESS PROGARMS
(193) PENOBSCOT COMM HEALTH CENTER
P O BOX 1358
BANGOR,ME04402
01-0514750 501(C)(3) 243,000   N/A N/A HEALTH SERVICES
(194) PENQUIS CAP INC
262 HARLOW STREET
BANGOR,ME04402
01-6023748 501(C)(3) 35,000   N/A N/A FOOD ACCESS AND HUMAN SERVICES SUPPORT
(195) PORT RESOURCES 1
280B GANNETT DR
SO PORTLAND,ME04106
01-0367582 501(C)(3) 8,000   N/A N/A DEVELOPMENTAL AND BEHAVIORAL SUPPORT SERVICES
(196) PORTLAND COMMUNITY HEALTH CENTER
100 BRICKHILL AVENUE SUITE 303
PORTLAND,ME04106
45-4960453 501(C)(3) 233,000   N/A N/A HEALTH SERVICES SUPPORT
(197) PROJECT NEW HOPE
70 JAMES STREET
WORCESTER,MA01603
27-4555998 501(C)(3) 10,500   N/A N/A VETERAN SUPPORT SERVICES
(198) REGIONAL ENVIRONMENTAL COUNCIL INC
PO BOX 255
WORCESTER,MA01613
04-6364350 501(C)(3) 31,000   N/A N/A FOOD ACCESS SUPPORT
(199) REGIS COLLEGE
235 WELLESLEY STREET
WESTON,MA02493
04-2104451 501(C)(3) 13,000   N/A N/A EDUCATION SERIES SPONSORSHIP
(200) RIVERSIDE COMMUNITY CARE
270 Bridge Street
DEDHAM,MA02026
04-3097170 501(C)(3) 7,500   N/A N/A MENTAL HEALTH SUPPORT
(201) RIVERSIDE INDUSTRIES INC
1 COTTAGE STREET
EASTHAMPTON,MA01027
04-2438444 501(C)(3) 11,000   N/A N/A DISABILITY SUPPORT SERVICES
(202) ROCKINGHAM NUTRITION & MEALS ON WHEELS
106 NORTH ROAD
BRENTWOOD,NH03833
02-0342196 501(C)(3) 10,000   N/A N/A FOOD ACCESS SUPPORT
(203) ROOTS RISING INC
437 NORTH STREET
PITTSFIELD,MA01201
83-2950864 501(C)(3) 10,000   N/A N/A YOUNG ADULT FARMING EDUCATION
(204) SAINT FRANCIS HOUSE
39 BOYLSTON STREET
BOSTON,MA02116
22-2519129 501(C)(3) 10,000   N/A N/A HOMELESSNESS PREVENTION
(205) SALISBURY VISITING NURSE ASSOCIATION
30 SALMON KILL RD
SALISBURY,CT06068
06-0646887 501(C)(3) 10,000   N/A NA/ HEALTH SERVICES
(206) SALVATION ARMY
36 EASTERN AVENUE
AUGUSTA,ME04332
13-5562351 501(C)(3) 10,000   N/A N/A HUMAN SERVICES SUPPORT
(207) SANFORD SPRINGVALE YMCA
1 EMILE LEVASSEUR DR
SANFORD,ME04073
01-0211814 501(C)(3) 10,000   N/A N/A HEALTH AND FITNESS PROGRAMS
(208) SCHWARTZ CTR FOR COMPASSIONATE CARE
205 PORTLAND STREET - 6TH FLR
BOSTON,MA02114
04-1564655 501(C)(3) 15,000   N/A N/A CAREGIVINE EDUCATION
(209) SEACOAST EAT LOCAL INC
2 WASHINGTON STREET SUITE 331
DOVER,NH03820
45-2547575 501(C)(3) 40,500   N/A N/A FOOD ACCESS SUPPORT
(210) SENIORCARE INC
49 BLACKBURN CTR
GLOUCESTER,MA01930
04-2512171 501(C)(3) 10,000   N/A N/A SUPPORT SERVICES FOR OLDER ADULTS
(211) SENIORPLUS
8 FALCON ROAD
LEWISTON,ME04240
01-0317103 501(c)(3) 10,000   N/A N/A SUPPORT SERVICES FOR OLDER ADULTS
(212) SHALOM HOUSE INC
106 GILMAN ST
PORTLAND,ME04102
23-7119236 501(c)(3) 12,500   N/A N/A MENTAL HEALTH SUPPORT SERVICES
(213) SOUTH PORTLAND FOOD CUPBOARD
130 THADDEUS ST
SOUTH PORTLAND,ME04106
03-0550892 501(C)(3) 11,200   N/A N/A FOOD ACCESS SUPPORT
(214) SOUTHERN MAINE AGENCY ON AGING
136 US ROUTE 1
SCARBOROUGH,ME04074
01-0360259 501(C)(3) 10,550   N/A N/A SUPPORT SERVICES FOR OLDER ADULTS
(215) SOUTHWEST BOSTON SENIOR SERVICES INC
555 Amory STREET
Jamaica Plain,MA02130
23-7304163 501(C)(3) 10,000   N/A N/A SUPPORT SERVICES FOR OLDER ADULTS
(216) SOUTHWEST COMMUNITY HEALTH CENTER
46 ALBION STREET
BRIDGEPORT,CT06605
06-1023013 501(C)(3) 300,000   N/A N/A HEALTH SERVICES
(217) SPECTRUM GENERATIONS
1 WESTON COURT STE 109
AUGUSTA,ME04330
01-0318051 501(C)(3) 10,000   N/A N/A SUPPORT SERVICES FOR OLDER ADULTS
(218) ST JOSEPH HOSPITAL OF NASHUA NH 1
172 KINSLEY ST
NASHUA,NH03060
02-0222215 501(c)(3) 10,000   N/A N/A HEALTH SERVICES
(219) ST JOSEPH'S COMMUNITY SERVICES
PO BOX 910
MERRIMACK,NH03054
02-0335003 501(C)(3) 25,750   N/A N/A HUMAN SERVICES SUPPORT
(220) ST MARY'S NUTRITION CENTER
P O BOX 7291
LEWISTON,ME04243
22-2504349 501(C)(3) 10,000   N/A N/A FOOD ACCESS SUPPORT
(221) ST MARY'S REGIONAL MEDICAL CTR
PO BOX 7291
LEWISTON,ME04243
01-0211551 501(C)(3) 30,500   N/A N/A FOOD ACCESS SUPPORT
(222) STATE OF MAINE
155 STATE HOUSE STATION
AUGUSTA,ME04333
01-6000001 115 40,000   N/A N/A HUNGER PREVENTION COALITION
(223) STONE SOUP CAFE
399 MAIN STREET
GREENFIELD,MA01302
04-6042153 501(C)(3) 10,000   N/A N/A FOOD ACCESS SUPPORT
(224) STRAFFORD NUTRICIAN & MEALS ON WHEELS
25 BARTLETT AVE
SOMERSWORTH,NH03878
26-4545462 501(C)(3) 10,000   N/A N/A FOOD ACCESS SUPPORT
(225) TAPROOT FARM & ENVIRONMENTAL EDUCATION CENTER
PO BOX 245
LANCASTER,NH03584
47-3594106 501(C)(3) 34,440   N/A N/A FOOD ACCESS SUPPORT
(226) THE BASE
150 SHIRELY STREET
ROXBURY,MA02119
46-1856641 501(C)(3) 272,050   N/A N/A URBAN YOUTH SPORTS PROGRAM
(227) THE BOSTON FOUNDATION
75 ARLINGTON STREET
BOSTON,MA02116
04-2104021 501(C)(3) 1,000,000   N/A N/A SUPPORT RACIAL JUSTICE FUND
(228) THE BOSTON HOME
2049 DORCHESTER AVE
BOSTON,MA02124
04-2103905 501(C)(3) 10,500   N/A N/A MULTIPLE SCLEROSIS SUPPORT SERVICES
(229) THE COMMONS AT CENTRAL HALL
152 E MAIN ST
DOVER FOXCROFT,ME04426
45-5213907 501(C)(3) 10,000   N/A N/A OLDER ADULT SERVICES
(230) THE ELLIE FUND
200 RESERVOIR STREET
NEEDHAM,MA02494
04-3280390 501(C)(3) 10,000   N/A N/A BREAST CANCER SURVIVOR ASSISTANCE
(231) THE JOHN MERCK FUND
31 ST JAMES AVENUE
BOSTON,MA02116
23-7082558 501(C)(3) 100,000   N/A N/A SUPPORT RACIAL EQUITY IN FOOD ACCESS
(232) THE MCCALL FOUNDATION INC
58 HIGH STREET
TORRINGTON,CT06790
06-0961756 501(C)(3) 10,000   N/A N/A BEHAVIORAL HEALTH SERVICES
(233) THE WAY HOME
214 SPRUCE STREET
MANCHESTER,NH03103
22-3004892 501(c)(3) 10,000   N/A N/A SUPPORT AFFORDABLE HOUSING
(234) THIRD SECTOR NEW ENGLAND INC
89 SOUTH STREET STE 700
BOSTON,MA02111
04-2261109 501(c)(3) 35,000   N/A N/A NONPROFIT EDUCATION AND SUPPORT
(235) TOTAL IMAGE RUNNING
63 COLEMAN RD
Auburn,NH03032
06-1761256 501(C)(3) 6,000   N/A N/A RACE SPONSORSHIP
(236) TOWN OF DOVER-FOXCROFT
48 MORTON AVE
DOVERFOXCROFT,ME04426
01-6000143 115 10,000   N/A N/A SERVICES FOR OLDER ADULTS
(237) TOWN OF PLYMOUTH
80 MAIN STREET
TERRYVILLE,CT06786
06-6002065 115 25,000   N/A N/A FOOD PANTRY
(238) TRAVELERS CHAMPIONSHIP
90 STATEHOUSE SQ
HARTFORD,CT06103
42-1684133 501(C)(3) 6,040   N/A N/A EVENT SPONSORSHIP
(239) TRI-COUNTY COMMUNITY ACTION PROGRAM INC
30 EXCHANGE STREET
BERLIN,NH03570
02-0267404 501(C)(3) 10,250   N/A N/A HUMAN SERVICES SUPPORT
(240) TRINITY ACADEMY HARTFORD INC
120 SIGOURNEY STREET
HARTFORD,CT06105
27-2901529 501(C)(3) 15,000   N/A N/A AT RISK EDUCATION PROGRAM
(241) TRINTITY JUBILIEE CENTER INC
247 Bates Street
LEWISTON,ME04240
01-0543294 501(C)(3) 10,000   N/A N/A HUMGER AND HOMELESSNESS PREVENTION
(242) UNITED COMMUNITY & FAMILY SERVICES INCORPORATED
47 TOWN ST
NORWICH,CT06360
06-0653142 501(c)(1) 9,339   N/A N/A HEALTH SERVICES SUPPORT
(243) UNITED WAY OF ANDROSOGGIN COUNTY
PO BOX 888
LEWISTON,ME04243
01-0211564 501(C)(3) 10,000   N/A N/A COMMUNITY DEVELOPMENT
(244) UNITED WAY OF AROOSTOOK
830 MAIN STREET
PRESQUE ISLE,ME04769
23-7147455 501(C)(3) 10,000   N/A N/A COMMUNITY DEVELOPMENT
(245) UNITED WAY OF CENTRAL MASSACHUSETTS
484 MAIN STREET
WORCESTER,MA01608
04-2104017 501(C)(3) 16,000   N/A N/A COMMUNITY DEVELOPMENT
(246) UNITED WAY OF EASTERN MAINE
700 MAIN STREET
BANGOR,ME04426
01-0211478 501(C)(3) 60,000   N/A N/A COMMUNITY DEVELOPMENT
(247) UNITED WAY OF GREATER FALL RIVER
PO BOX 2550
FALL RIVER,MA02722
04-2104026 501(C)(3) 10,000   N/A N/A COMMUNITY DEVELOPMENT
(248) UNITED WAY OF GREATER NEW BEDFORD
128 UNION STREET
NEW BEDFORD,MA02740
04-2104264 501(C)(3) 10,000   N/A N/A COMMUNITY DEVELOPMENT
(249) UNITED WAY OF GREATER PORTLAND
ONE CANAL PLAZA
PORTLAND,ME04112
01-0241767 501(C)(3) 25,000   N/A N/A COMMUNITY DEVELOPMENT
(250) UNITED WAY OF KENNEBEC VALLEY
121 COMMERCIAL ST
AUGUSTA,ME04330
01-6004404 501(C)(3) 10,850   N/A N/A COMMUNITY DEVELOPMENT
(251) UNITED WAY OF MID-MAINE
105 KENNEDY MEMORIAL DR
WATERVILLE,ME04901
01-0233280 501(C)(3) 10,000   N/A N/A COMMUNITY DEVELOPMENT
(252) UNITED WAY OF THE TRI VALLEY AREA
218 FAIRBANKS RD
FARMINGTON,ME04938
01-0377559 501(C)(3) 10,000   N/A N/A COMMUNITY DEVELOPMENT
(253) UNITED WAY OF TRI COUNTY (PEARL STREET CUPBOARD)
46 Park St
Framingham,MA01702
04-2104231 501(C)(3) 12,100   N/A N/A COMMUNITY DEVELOPMENT
(254) UNIVERSITY AT BUFFALO FOUNDATION INC
PO BOX 900
BUFFALO,NY14226
16-0865182 501(C)(3) 20,000   N/A N/A EDUCATION SUPPORT
(255) UNIVERSITY OF MASSACHUSETTS
100 VENTURE WAY SUITE 201
HADLEY,MA01035
04-3167352 501(C)(1) 13,000   N/A N/A EDUCATION SUPPORT
(256) URBAN FARMING INSTITUTE OF BOSTON INC
487R NORFOLK STREET
MATTAPAN,MA02126
45-3961022 501(C)(3) 36,000   N/A N/A FOOD ACCESS SUPPORT
(257) VEGGIES TO TABLE
4 MILLS ROAD 47
NEWCASTLE,ME04553
83-4627715 501(C)(3) 10,000   N/A N/A FOOD ACCESS SUPPORT
(258) VETERANS INC
69 GROVE ST
WORCESTER,MA01613
04-3098024 501(C)(3) 8,450   N/A N/A VETERANS SUPPORT SERVICES
(259) VNA VALLEY CARE INCORPORATED
8 OLD MILL LN
SIMSBURY,CT06070
06-0646899 501(C)(3) 10,000   N/A N/A HEALTH SERVICES
(260) WASHINGTON COUNTY FOOD AND FUEL ALLIANCE
85 COURT STREET BOX 297
MACHIAS,ME04654
27-2966830 501(C)(3) 10,000   N/A N/A FOOD ACCESS SUPPORT
(261) WATCH CDC
24 CRESCENT ST
WALTHAM,MA02453
22-2918528 501(C)(3) 10,000   N/A N/A COMMUNITY DEVELOPMENT
(262) WATERFORD COUNTRY SCHOOL INC
78 HUNTS BROOK RD
QUAKER HILL,CT06375
06-0861862 501(C)(3) 6,000   N/A N/A SPECIAL EDUCATION SUPPORT
(263) WAYPOINT
464 CHESTNUT ST
MANCHESTER,NH03101
02-0222164 501(C)(3) 10,000   N/A N/A FOOD ACCESS SUPPORT
(264) WAYSIDE YOUTH & FAMILY
1 FREDERICK ABBOTT WAY
FRAMINGHAM,MA01701
04-2630450 501(C)(3) 10,000   N/A N/A MENTAL/BEHAVIORAL HEALTH SUPPORT
(265) WELLSPRING MULTI-SERVICE CENTER
814 NANTASKET AVENUE
HULL,MA02045
04-2969215 501(C)(3) 10,000   N/A N/A FOOD ACCESS AND HUMAN SERVICES SUPPORT
(266) WILLING HANDS ENTERPRISES
PO BOX 172
LEBANON,NH03766
20-2204811 501(c)(3) 35,000   N/A N/A FOOD ACCESS SUPPORT
(267) WINDHAM REGIONAL COMMUNITY COUNCIL INC
872 MAIN STREET
WILLIMANTIC,CT06226
06-0990205 501(C)(3) 31,351   N/A N/A FOOD ACCESS SUPPORT
(268) WORCESTER ANIMAL RESCUE LEAGUE
139 HOLDEN STREET
WORCESTER,MA01606
04-2133247 501(C)(3) 5,500   N/A N/A ANIMAL SUPPORT
(269) WORCESTER COUNTY FOOD BANK
474 BOSTON TURNPIKE ROAD
SHREWSBURY,MA01545
04-3071457 501(C)(3) 17,650   N/A N/A FOOD ACCESS SUPPORT
(270) YMCA OF SOUTHERN MAINE
70 FOREST AVE
PORTLAND,ME04101
01-0211568 501(C)(3) 93,000   N/A N/A HEALTH AND FITNESS PROGRAMS
(271) YMCA OF THE NORTH SHORE
245 CABOT STREET
BEVERLY,MA01915
04-2104913 501(C)(3) 10,000   N/A N/A HEALTH AND FITNESS PROGRAMS
(272) YWCA CENTRAL MAINE
130 EAST AVENUE
LEWISTON,ME04240
01-0211570 501(C)(3) 10,000   N/A N/A HEALTH AND FITNESS PROGRAMS
(273) YWCA GREATER NEWBURYPORT
13 MARKETING ST
NEWBURYPORT,MA01950
04-2123678 501(C)(3) 35,000   N/A N/A FOOD ACCESS SUPPORT
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
265
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
8
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2020

Schedule I (Form 990) 2020
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients
(c) Amount of
cash grant
(d) Amount of
noncash assistance
(e) Method of valuation (book,
FMV, appraisal, other)
(f) Description of noncash assistance
(1)
(2)
(3)
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.
Return Reference Explanation
MONITORING PROCEDURES - FORM 990, SCHEDULE I, PART I, LINE 2 MINI GRANTS OF $500 EACH ARE APPROVED BY AN APPOINTED COMMITTEE BEFORE THEY ARE ISSUED. MINI GRANTS OF $500 EACH ARE RECOMMENDED BY EMPLOYEES WHO FILL OUT A DETAILED APPLICATION REGARDING THE PURPOSE OF FUNDS, AND MUST PROVE THAT FUNDS WILL GO TO A LEGAL, NOT-FOR-PROFIT ORGANIZATION, WHERE THE EMPLOYEE LIVES OR WHERE HPHC DOES BUSINESS. FOUNDATION STAFF REVIEW THESE APPLICATIONS FOR ACCURACY OF PURPOSE AND LEGITIMACY OF THE ORGANIZATION. FOUNDATION STAFF RECOMMENDATIONS ARE REVIEWED BY A NON-STAFF APPOINTED COMMITTEE. REPORTS ON THESE GRANTS ARE COLLECTED FROM A SAMPLE OF THESE ORGANIZATIONS. FOUNDATION'S INTERNAL MANAGEMENT REPORTS A SUMMARY OF THIS INFORMATION TO THE FOUNDATION'S BOARD. OTHER MORE SIGNIFICANT COMMUNITY GRANTS REQUIRE A CONCEPT PROPOSAL TO BE SUBMITTED AND APPROVED BY AN APPOINTED COMMITTEE. ONCE THE GRANTS ARE APPROVED, THE FOUNDATION EMPLOYEES PERFORM SITE VISITS AND REGULAR EVALUATIONS OF THE GRANTS. IN ADDITION, THE FOUNDATION HIRES AN INDEPENDENT EVALUATION GROUP TO REVIEW GRANT RESULTS. ADDITIONALLY, FORMAL FISCAL REPORTING OF ALL GRANTS IS PERFORMED AND REVIEWED BY EMPLOYEES OF THE FOUNDATION.
Schedule I (Form 990) 2020



Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
Graphic Arrow Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
Graphic Arrow Attach to Form 990.
Graphic Arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2020
Open to Public Inspection
Name of the organization
HARVARD PILGRIM HEALTH CARE FOUNDATION INC
 
Employer identification number

04-2708004
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....
2
 
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2020

Schedule J (Form 990) 2020
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits
(E) Total of columns
(B)(i)-(D)
(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation
(ii) Bonus & incentive
compensation
(iii) Other reportable compensation
1MICHAEL A CARSON
CHAIRMAN/DIRECTOR
(i)

(ii)
0
-------------
1,201,911
0
-------------
1,006,704
0
-------------
36,938
0
-------------
449,070
0
-------------
34,886
0
-------------
2,729,509
0
-------------
0
2KAREN VOCI
PRESIDENT
(i)

(ii)
0
-------------
228,704
0
-------------
78,350
0
-------------
11,052
0
-------------
22,800
0
-------------
27,606
0
-------------
368,512
0
-------------
0
3ELIZABETH CREAVIN
TREASURER
(i)

(ii)
0
-------------
271,919
0
-------------
92,369
0
-------------
7,765
0
-------------
22,800
0
-------------
7,485
0
-------------
402,338
0
-------------
0
4SUZANNE M FINN
CLERK
(i)

(ii)
0
-------------
168,300
0
-------------
5,603
0
-------------
1,072
0
-------------
11,309
0
-------------
32,528
0
-------------
218,812
0
-------------
0
5MICHELLE J CLAYMAN
FORMER TREASURER
(i)

(ii)
0
-------------
322,200
0
-------------
137,162
0
-------------
13,134
0
-------------
22,800
0
-------------
39,719
0
-------------
535,015
0
-------------
0
Schedule J (Form 990) 2020

Schedule J (Form 990) 2020
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
SCHEDULE J, PART I, LINE 3 HARVARD PILGRIM HEALTH CARE FOUNDATION, INC. (THE FOUNDATION) RELIED ON HARVARD PILGRIM HEALTH CARE, INC. (HPHC, INC.), A RELATED ORGANIZATION OF THE FOUNDATION, TO ESTABLISH ITS PRESIDENT'S COMPENSATION. THE METHODS USED BY HPHC, INC. ARE AS FOLLOWS: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE SCHEDULE J, PART I, LINE 4B LONG TERM INCENTIVE PLAN HPHC, INC., A RELATED ORGANIZATION TO THE FOUNDATION, ADOPTED A LONG-TERM INCENTIVE PLAN FOR CERTAIN SENIOR EXECUTIVES FOR THE MEASUREMENT PERIOD 2019-2021. THE PLAN IS BASED ON MULTIPLE PERFORMANCE MEASURES. IN ANTICIPATION OF AND CONTINGENT UPON CLOSING THE CHANGE IN CONTROL TRANSACTION BETWEEN HARVARD PILGRIM HEALTH CARE AND TUFTS HEALTH PLAN IN EARLY 2021, THE PLAN WAS TERMINATED AND THE MEASUREMENT PERIOD WAS SHORTENED TO TWO YEARS (2019-2020), EFFECTIVE 12/31/2020. SUBJECT TO A PLAN PARTICIPANT'S EMPLOYMENT STATUS, EARNINGS BASED ON PLAN RESULTS AS OF THE END OF 2020 WILL BE PAID TO SUCH PARTICIPANT BY 3/15/2021. THE ANNUAL DEFERRED COMPENSATION ACCRUALS FOR 2020 ARE INCLUDED IN THE SCHEDULE J, PART II, COLUMN (C).
Schedule J (Form 990) 2020

Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2020
Open to Public
Inspection
Name of the organization
HARVARD PILGRIM HEALTH CARE FOUNDATION INC
 
Employer identification number

04-2708004
Return Reference Explanation
PART I, LINE 1 AND PART III, LINE 1: ORGANIZATION'S MISSION The Harvard Pilgrim Health Care Foundation ("The Foundation") supports Harvard Pilgrim Health Care, Inc.'s ("HPHC, Inc.") mission to improve the quality and value of health care for the people and communities we serve. The Foundation provides the tools, training and leadership to build healthy communities throughout Massachusetts, Connecticut, Maine, and New Hampshire. In 2020, the Foundation awarded more than $10.7 million in grants to nearly 800 not-for-profit organizations in the region, including nearly $1 million in grants distributed through the Foundation's Healthy Food Fund. This Fund supports programs across the region that grow, glean and distribute fresh food for families and communities. Since its inception in 1980, the Foundation has awarded approximately $165 million in funds and resources throughout the four states. PART I, LINE 6: THE FOUNDATION'S VOLUNTEERS INCLUDE UNCOMPENSATED DIRECTORS WHO SERVE ON A VOLUNTARY BASIS.
PART VI, LINE 2: BUSINESS RELATIONSHIP - THE FOLLOWING INDIVIDUALS SERVE ON THE BOARDS OF ONE OR MORE FOR PROFIT ORGANIZATIONS RELATED TO THE FOUNDATION, AND/OR ARE EMPLOYED BY AN ORGANIZATION (OTHER THAN THE FILING ORGANIZATION), FOR WHICH ANOTHER PERSON LISTED SERVES AS AN OFFICER OR DIRECTOR. KAREN VOCI - PRESIDENT MICHAEL A. CARSON - CHAIR ELIZABETH CREAVIN - TREASURER SUZANNE M. FINN - CLERK
PART VI, LINE 6: HPHC, INC. IS THE PARENT AND SOLE MEMBER OF THE FOUNDATION.
PART VI, LINE 7A: HPHC, INC. IS THE SOLE MEMBER OF THE FOUNDATION. THE HPHC, INC. BOARD OF DIRECTORS AT ITS ANNUAL MEETING RATIFIES THE SLATE OF ELECTED FOUNDATION DIRECTORS WHEN IT ELECTS THE DIRECTORS OF ITS SUBSIDIARIES. ANY VACANCY IN THE FOUNDATION'S BOARD OF DIRECTORS MAY BE FILLED BY THE HPHC, INC. BOARD OF DIRECTORS OR BY THE MAJORITY OF THE FOUNDATION DIRECTORS THEN IN OFFICE.
PART VI, LINE 7B: THE FOUNDATION'S BYLAWS SET FORTH RESERVED POWERS OF THE SOLE MEMBER, HPHC, INC., WHICH INCLUDE THE POWER TO APPROVE CERTAIN ACTIONS, SUCH AS ANY AMENDMENT TO THE FOUNDATION'S ARTICLES OF ORGANIZATION OR BYLAWS; THE MERGER, CONSOLIDATION OR DISSOLUTION OF THE FOUNDATION; AND THE SALE, LEASE, TRANSFER OR OTHER DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE FOUNDATION'S ASSETS.
PART VI, LINE 11B: ONCE THE FOUNDATION'S FORM 990 IS COMPLETED WITH THE ASSISTANCE OF ITS OUTSIDE TAX ADVISORS, IT IS REVIEWED BY HPHC, INC.'S INTERNAL MANAGEMENT. THE COMPLETED FORM 990 IS PROVIDED TO ALL MEMBERS OF THE BOARD OF DIRECTORS PRIOR TO THE FORM BEING FILED WITH THE IRS.
PART VI, LINE 12C: THE FOUNDATION'S DIRECTORS AND OFFICERS ARE SUBJECT TO THE FOUNDATION'S CONFLICTS OF INTEREST POLICY AS SET FORTH IN THE FOUNDATION'S BYLAWS. THE CONFLICTS OF INTEREST POLICY REQUIRES DIRECTORS AND OFFICERS TO DISCLOSE ON AN ONGOING BASIS THE OCCURRENCE OF ANY SITUATION WHEN THEIR PERSONAL INTERESTS OR RELATIONSHIPS MIGHT INFLUENCE, OR APPEAR TO INFLUENCE, THEIR ABILITY TO MAKE OBJECTIVE DECISIONS IN THE COURSE OF PERFORMING THEIR FIDUCIARY RESPONSIBILITIES, ARE PREJUDICIAL TO THE LEGITIMATE INTERESTS OF THE FOUNDATION, OR CAUSE THE USE OF THE FOUNDATION RESOURCES FOR OTHER THAN FOUNDATION PURPOSES. IN ADDITION TO BEING SUBJECT TO THE FOUNDATION'S CONFLICTS OF INTEREST POLICY, THE FOUNDATION'S DIRECTORS AND OFFICERS ARE ANNUALLY REQUIRED TO COMPLETE AND SIGN A CONFLICTS OF INTEREST DISCLOSURE SURVEY, AND ANY DISCLOSED POTENTIAL CONFLICTS ARE REPORTED TO THE BOARD OF DIRECTORS, IN ACCORDANCE WITH THE DISCLOSURE AND REVIEW PROCESS SET FORTH IN THE FOUNDATION'S BYLAWS. IN ADDITION, THE FOUNDATION'S STAFF ARE SUBJECT TO HARVARD PILGRIM HEALTH CARE'S (SOLE MEMBER OF THE FOUNDATION) CODE OF CONDUCT WHICH INCLUDES A CONFLICTS OF INTEREST POLICY. THE CONFLICTS OF INTEREST POLICY REQUIRES EMPLOYEES TO DISCLOSE ON AN ONGOING BASIS THE OCCURRENCE OF ANY SITUATION WHEN THEIR OUTSIDE ACTIVITIES, PERSONAL INTERESTS OR RELATIONSHIPS MIGHT INFLUENCE, OR APPEAR TO INFLUENCE, THEIR ABILITY TO MAKE OBJECTIVE DECISIONS IN THE COURSE OF PERFORMING THEIR JOB RESPONSIBILITIES, ARE PREJUDICIAL TO THE LEGITIMATE INTERESTS OF THE FOUNDATION, OR CAUSE THE USE OF THE FOUNDATION RESOURCES FOR OTHER THAN FOUNDATION PURPOSES. EMPLOYEES COMMUNICATE DISCLOSURES TO THEIR SUPERVISORS AND TO THE COMPLIANCE PROGRAM OFFICE. THE COMPLIANCE PROGRAM OFFICE, IN COLLABORATION WITH THE LEGAL DEPARTMENT, MAKE A DETERMINATION IF SUCH DISCLOSURE IS MATERIAL AND NEEDS TO BE MANAGED, MITIGATED, OR ELIMINATED.
PART VI, LINE 19: THE FOUNDATION FURNISHES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND CONFLICTS OF INTEREST POLICY TO THE PUBLIC UPON REQUEST.
PART VII, SECTION B, LINE 1: ANY INDEPENDENT CONTRACTORS ARE RETAINED BY THE PARENT COMPANY, HPHC, INC.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2020


Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2020
Open to Public Inspection
Name of the organization
HARVARD PILGRIM HEALTH CARE FOUNDATION INC
 
Employer identification number

04-2708004
Part I
Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Total income


(e)
End-of-year assets


(f)
Direct controlling
entity











Part II
Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Exempt Code section


(e)
Public charity status
(if section 501(c)(3))

(f)
Direct controlling
entity

(g)
Section 512(b)(13) controlled entity?
Yes No
(1)HPHC INC
1 WELLNESS WAY

CANTON,MA020211166
04-2452600
HEALTH INSURA MA 501(C)(3) 10 NA
 
 
No
(2)HPHC OF NEW ENGLAND INC
1 WELLNESS WAY

CANTON,MA020211166
04-2663394
HEALTH INSURA MA 501(C)(4)   HPHC INC
 
Yes
 
(3)HPHC OF CONNECTICUT INC(until 63020)
185 ASYLUM ST 2ND FLOOR

HARTFORD,CT06103
46-1681667
HEALTH INSURA CT 501(C)(4)   HPHC INC
 
Yes
 








For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2020
Schedule R (Form 990) 2020
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



(b)
Primary activity




(c)
Legal
domicile
(state or foreign
country)


(d)
Direct controlling
entity



(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




(g)
Share of end-of-year
assets



(h)
Disproprtionate allocations?




(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
(j)
General or
managing
partner?



(k)
Percentage
ownership


Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Type of entity
(C corp, S corp,
or trust)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Percentage
ownership
(i)
Section 512(b)(13) controlled entity?
Yes No
(1) HPHC INSURANCE COMPANY INC

1 WELLNESS WAY
CANTON,MA020211166
04-3149694
HEALTH INSURANY MA NA
 
C CORP       Yes  
(2) PLAN MARKETING INSURANCE AGENCY INC

1500 WEST PARK DRIVE SUITE 330
WESTBOROUGH,MA01581
04-2734281
BROKERAGE MA NA
 
C CORP       Yes  
(3) HPHC INSURANCE AGENCY INC

1 WELLNESS WAY
CANTON,MA020211166
04-3016201
BROKERAGE MA NA
 
C CORP       Yes  
(4) HEALTH PLANS INC

1500 WEST PARK DRIVE SUITE 330
WESTBOROUGH,MA01581
04-2734278
TPA MA NA
 
C CORP       Yes  
(5) CARE MANAGEMENT SERVICES INC

1500 WEST PARK DRIVE SUITE 330
WESTBOROUGH,MA01581
04-3438779
CARE MANAGEMENT MA NA
 
C CORP       Yes  
(6) NEW HPHC HOLDING CORPORATION

1 WELLNESS WAY
CANTON,MA020211166
81-5340662
HOLDING COMPANY DE NA
 
C CORP       Yes  


Schedule R (Form 990) 2020
Schedule R (Form 990) 2020
Page 3
Part V
Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
 
No
c Gift, grant, or capital contribution from related organization(s) ............................
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) ............................
1d
Yes
 
e Loans or loan guarantees by related organization(s) ............................
1e
Yes
 
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
Yes
 
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
Yes
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
Yes
 
o Sharing of paid employees with related organization(s) ............................
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses ............................
1q
 
No
r Other transfer of cash or property to related organization(s) ............................
1r
 
No
s Other transfer of cash or property from related organization(s) ............................
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved





Schedule R (Form 990) 2020
Schedule R (Form 990) 2020
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations?
(f)
Share of total income




(g)
Share of
end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership


Yes No Yes No Yes No






























Schedule R (Form 990) 2020
Schedule R (Form 990) 2020
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. See instructions.
Return Reference Explanation
Schedule R (Form 990) 2020

Additional Data


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