Form990-PF
Click to see attachment
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Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
SIERRA HEALTH FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1321 GARDEN HIGHWAY
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SACRAMENTO, CA95833
A Employer identification number

68-0050036
B Telephone number (see instructions)

(916) 922-4755
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$61,368,491
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 275,841
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 576,336 710,778  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,668,644
b Gross sales price for all assets on line 6a 11,892,384
7 Capital gain net income (from Part IV, line 2)... 3,090,967
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 6,564,907 -189,195 6,563,283
12 Total. Add lines 1 through 11........ 9,085,728 3,612,550 6,563,283
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 845,746 48,519 718,339 78,888
14 Other employee salaries and wages...... 4,613,157 0 4,156,671 456,486
15 Pension plans, employee benefits....... 1,228,478 25,078 1,084,320 101,914
16a Legal fees (attach schedule)......... 44,694 17,077 3,875 22,023
b Accounting fees (attach schedule)....... 52,416 1,680 0 50,736
c Other professional fees (attach schedule).... 294,850 187,219 91,213 64,874
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion... 328,893 0 70,463
20 Occupancy.............. 225,966 0 226,299 0
21 Travel, conferences, and meetings....... 83,129 0 83,745 0
22 Printing and publications.......... 100,291 0 72,990 27,301
23 Other expenses (attach schedule)....... 172,517 0 55,368 73,907
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 7,990,137 279,573 6,563,283 876,129
25 Contributions, gifts, grants paid....... 4,463,525 5,367,771
26 Total expenses and disbursements. Add lines 24 and 25 12,453,662 279,573 6,563,283 6,243,900
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -3,367,934
b Net investment income (if negative, enter -0-) 3,332,977
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 514,592 523,611 523,611
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet90,219
Less: allowance for doubtful accounts bullet   50,909 90,219 90,219
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 35,437,993 Click to see attachment35,921,193 35,921,193
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet229,164
Less: accumulated depreciation (attach schedule) bullet   2,279,164 Click to see attachment229,164 229,164
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 14,492,100 Click to see attachment18,408,689 18,408,689
14 Land, buildings, and equipment: basis bullet15,273,059
Less: accumulated depreciation (attach schedule) bullet9,899,473 5,658,410 Click to see attachment5,373,586 5,373,586
15 Other assets (describe bullet) Click to see attachment1,512,554 Click to see attachment822,029 Click to see attachment822,029
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 59,945,722 61,368,491 61,368,491
Liabilities 17 Accounts payable and accrued expenses.......... 544,128 506,348
18 Grants payable................. 1,011,699 104,534
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)...... 8,894,057 5,612,392
22 Other liabilities (describe bullet) Click to see attachment130,022 Click to see attachment84,006
23 Total liabilities (add lines 17 through 22)......... 10,579,906 6,307,280
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 49,365,816 55,061,211
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 49,365,816 55,061,211
30 Total liabilities and net assets/fund balances (see instructions). 59,945,722 61,368,491
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
49,365,816
2
Enter amount from Part I, line 27a .....................
2
-3,367,934
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
9,063,329
4
Add lines 1, 2, and 3 ..........................
4
55,061,211
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
55,061,211
Form 990-PF (2021)
Form 990-PF (2021)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a CAPITAL GAINS FROM PARTNERSHIPS - BOOK P 2020-12-31 2021-12-31
b CAPITAL GAINS FROM PARTNERSHIPS - TAX P 2020-12-31 2021-12-31
c 7,223.8 SHS - AMERICAN FUNDS EUROPACIFIC GROWTH F3 P 2019-12-31 2021-05-21
d 78,046.03 SHS - BMO LGM EMERGING MARKETS EQUITY I P 2019-12-31 2021-11-22
e 13,283.55 SHS - DFA US CORE EQUITY 1 PORT P 2019-12-31 2021-12-20
229,985.37 SHS - PIMCO SHORT ASSET INVESTMENT FUND P 2019-12-31 2021-05-21
1,918.14 SHS - VANGUARD 500 INDEX ADMIRAL P 2019-12-31 2021-12-20
CAPITAL GAIN DISTRIBUTION US BANK ACCT #0380 P 2020-12-31 2021-12-31
54 SHS - ADOBE INC P 2019-12-31 2021-12-17
273 SHS - ALIBABA GROUP HOLDING LTD A D R P 2019-12-31 2021-08-24
4 SHS - ALPHABET INC CL A P 2019-12-31 2021-09-30
22 SHS - AON PLC P 2019-12-31 2021-11-05
21 SHS - AUTOMATIC DATA PROCESSING P 2019-12-31 2021-04-09
87 SHS - BURLINGTON STORES INC P 2019-12-31 2021-06-04
84 SHS - EPAM SYSTEMS INC P 2019-12-31 2021-10-01
89 SHS - FORTINET INC P 2019-12-31 2021-10-01
210 SHS - GODADDY INC CLASS A P 2019-12-31 2021-04-01
25 SHS - INTUIT INC P 2019-12-31 2021-12-17
9 SHS - NETFLIX COM INC P 2019-12-31 2021-12-17
37 SHS - NVIDIA CORP P 2019-12-31 2021-12-17
41 SHS - PAYPAL HOLDINGS INC P 2019-12-31 2021-09-30
4,404 SHS - SIRIUS XM HOLDINGS P 2019-12-31 2021-08-17
922 SHS - TENCENT HLDGS LTD A D R P 2019-12-31 2021-08-05
13 SHS - UNITEDHEALTH GROUP INC P 2019-12-31 2021-06-24
22 SHS - ZOETIS INC P 2019-12-31 2021-07-26
52 SHS - ALCON INC P 2019-12-31 2021-12-20
205 SHS - ALLEGION PLC P 2019-12-31 2021-05-21
39 SHS - AMERIPRISE FINL INC P 2019-12-31 2021-12-20
8 SHS - ANSYS INC P 2019-12-31 2021-12-20
12 SHS - CHUBB LIMITED COM P 2019-12-31 2021-12-20
37 SHS - COCA COLA COMPANY P 2019-12-31 2021-12-21
0.95 SHS - COMMERCE BANCSHARES INC P 2019-12-31 2021-12-31
26 SHS - CROWN CASTLE INTL CORP P 2019-12-31 2021-12-20
13 SHS - CULLEN FROST BANKERS INC P 2019-12-31 2021-12-21
66 SHS - DANAHER CORP P 2019-12-31 2021-12-20
255 SHS - EAST WEST BANCORP INC P 2019-12-31 2021-12-31
14 SHS - ECOLAB INC P 2019-12-31 2021-12-20
EQUITY LIFESTYLE PPTYS INC P 2019-12-31 2021-03-05
21 SHS - GENERAL DYNAMICS CORP P 2019-12-31 2021-12-20
89 SHS - JOHNSON CTLS INTL PLC SHS P 2019-12-31 2021-12-20
187 SHS - JP MORGAN CHASE CO P 2019-12-31 2021-07-30
41 SHS - LENNAR CORP CI A P 2019-12-31 2021-12-20
12 SHS - MARTIN MARIETTA MATIS INC P 2019-12-31 2021-12-20
75 SHS - MICROCHIP TECHNOLOGY INC P 2019-12-31 2021-12-20
19 SHS - MICROSOFT CORP P 2019-12-31 2021-12-20
199 SHS - NOVARTIS AG ADR P 2019-12-31 2021-12-03
91 SHS - PIONEER NATURAL RESOURCES CO P 2019-12-31 2021-02-24
14 SHS - PNC FINANCIAL SERVICES GROUP INC P 2019-12-31 2021-12-20
15 SHS - PROCTER & GAMBLE CO P 2019-12-31 2021-12-20
38 SHS - QUALCOMM INC COM P 2019-12-31 2021-12-20
35 SHS - RPM INTERNATIONAL INC P 2019-12-31 2021-12-20
SUN COMMUNITIES INC P 2019-12-31 2021-02-05
40 SHS - TYSON FOODS INC CL A P 2019-12-31 2021-12-20
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 3,883,980   3,883,980 0
b 1,530,118     1,530,118
c 510,000   328,396 181,604
d 1,355,545   1,145,543 210,002
e 450,000   316,419 133,581
2,300,103   2,302,152 -2,049
795,000   451,649 343,351
514,055     514,055
33,000   15,614 17,386
46,083   51,173 -5,090
10,898   4,682 6,216
6,472   4,119 2,353
3,925   3,491 434
27,179   15,979 11,200
43,632   16,542 27,090
25,630   10,670 14,960
15,767   16,215 -448
14,477   6,453 8,024
5,295   4,598 697
9,305   4,559 4,746
10,842   4,699 6,143
27,059   27,126 -67
54,726   43,060 11,666
5,185   3,822 1,363
4,378   2,516 1,862
4,413   3,057 1,356
28,435   19,243 9,192
9,730   4,918 4,812
3,173   1,690 1,483
2,366   1,858 508
2,165   2,012 153
64   48 16
5,202   4,215 987
1,646   1,069 577
16,996   8,973 8,023
20,222   9,887 10,335
3,225   2,994 231
    5 -5
4,382   3,861 521
7,069   3,680 3,389
29,036   18,494 10,542
4,505   2,087 2,418
5,289   3,006 2,283
7,552   3,976 3,576
6,211   2,568 3,643
16,479   17,602 -1,123
12,392   10,948 1,444
2,859   1,608 1,251
2,404   2,048 356
6,956   2,774 4,182
3,491   1,676 1,815
    17 -17
3,468   3,646 -178
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       0
b       1,530,118
c       181,604
d       210,002
e       133,581
      -2,049
      343,351
      514,055
      17,386
      -5,090
      6,216
      2,353
      434
      11,200
      27,090
      14,960
      -448
      8,024
      697
      4,746
      6,143
      -67
      11,666
      1,363
      1,862
      1,356
      9,192
      4,812
      1,483
      508
      153
      16
      987
      577
      8,023
      10,335
      231
      -5
      521
      3,389
      10,542
      2,418
      2,283
      3,576
      3,643
      -1,123
      1,444
      1,251
      356
      4,182
      1,815
      -17
      -178
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 3,090,967
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 46,328
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 46,328
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 21,662
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 34,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 55,662
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 446
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 8,888
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet8,888 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCA, AK, AR, ID, IL, IN, MD, MS, NY, NC, OR, SC, UT, VA, VT, GA, MN, CT, KS, LA, AZ, CO, MA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
    Yes
     
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.SIERRAHEALTH.ORG
    14
    The books are in care ofbulletBEATRIX KOEV Telephone no.bullet (916) 922-4755

    Located atbullet1321 GARDEN HIGHWAYSACRAMENTOCA ZIP+4bullet95833
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    No
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    HEWITT CHET P PRESIDENT & CEO
    40.00
    437,215 52,024 0
    1321 GARDEN HIGHWAY
    SACRAMENTO,CA95833
    ALVARADO GILBERT EXECUTIVE VP/COO
    40.00
    291,211 58,670 0
    1321 GARDEN HIGHWAY
    SACRAMENTO,CA95833
    DAVID W GORDON DIRECTOR
    0.50
    14,960 0 0
    1321 GARDEN HIGHWAY
    SACRAMENTO,CA95833
    DEBRA MCKENZIE CHAIR
    0.50
    14,960 0 0
    1321 GARDEN HIGHWAY
    SACRAMENTO,CA95833
    JOSE R HERMOCILLO VICE CHAIR
    0.50
    20,760 0 0
    1321 GARDEN HIGHWAY
    SACRAMENTO,CA95833
    NANCY P LEE DIRECTOR
    0.50
    18,760 0 0
    1321 GARDEN HIGHWAY
    SACRAMENTO,CA95833
    ROBERT A PETERSEN CPA DIRECTOR
    0.50
    16,160 0 0
    1321 GARDEN HIGHWAY
    SACRAMENTO,CA95833
    SHAMUS ROLLER DIRECTOR
    0.50
    14,960 0 0
    1321 GARDEN HIGHWAY
    SACRAMENTO,CA95833
    CLAIRE POMEROY DIRECTOR
    0.50
    16,760 0 0
    1321 GARDEN HIGHWAY
    SACRAMENTO,CA95833
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    HANG KAYING PRESIDENT OF THE CEN
    40.00
    289,018 34,867 0
    1321 GARDEN HWY
    SACRAMENTO,CA95833
    CERVANTES MATTHEW DIRECTOR OF HEALTH P
    40.00
    159,244 40,703 0
    1321 GARDEN HWY
    SACRAMENTO,CA95833
    COOKSY LESLIE J EVALUATION DIRECTOR
    40.00
    151,422 30,323 0
    1321 GARDEN HWY
    SACRAMENTO,CA95833
    KASSIS JOAN M SR. MANAGER INTERNAL
    40.00
    157,476 15,235 0
    1321 GARDEN HWY
    SACRAMENTO,CA95833
    DANA RICHARD L DIRECTOR OF ECONOMIC
    40.00
    160,083 6,856 0
    1321 GARDEN HWY
    SACRAMENTO,CA95833
    Total number of other employees paid over $50,000...................bullet 43
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    ARMANINO ACCOUNTING & BUSINESS CONSULTING 524,915
    PO BOX 398285
    SAN FRANCISCO,CA94139
    SIGNATURE STAFF RESOURCES LLC TEMPORARY PERSONNEL 317,866
    1460 TL TOWNSEND DR 104
    ROCKWELL,TX75032
    GILBERT ASSOCIATES INC AUDIT AND TAX PREPARER 150,571
    2880 GATEWAY OAKS DR STE 100
    SACRAMENTO,CA95814
    TEVIS HR HR CONSULTING 148,671
    970 RESERVE DR STE 200
    ROSEVILLE,CA95678
    QUORUM TECHNOLOGIES INC COMPUTER SERVICES 133,794
    PO BOX 163330
    SACRAMENTO,CA95816
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 IMPROVING HEALTH AND QUALITY OF LIFE - THIS BROAD PROGRAM CATEGORY FOCUSES ON IMPROVING HEALTH EQUITY AND REDUCING HEALTH DISPARITIES TO PROMOTE HEALTH AND WELL-BEING FOR ALL. THIS IS ACCOMPLISHED IN A VARIETY OF WAYS, INCLUDING THE DEVELOPMENT OF COLLABORATIVE COMMUNITY COALITIONS, LEARNING INSTITUTES, AND EVALUATION AND DISSEMINATION OF KNOWLEDGE. PROGRAMS ALSO FOCUS ON MENTAL HEALTH AWARENESS AND RESPITE, REDUCING THE DISPROPORTIONATE CAUSES OF DEATH AMONG AFRICAN AMERICAN CHILDREN, SUPPORT FOR COMMUNITY COALITIONS WORKING TO IMPROVE HEALTH AND WORKPLACE WELLNESS. 2,372,807
    2 PUBLIC POLICY AND EDUCATION PROGRAM - THIS PROGRAM CATEGORY PROMOTES BETTER-INFORMED POLICY DISCOURSE WITH A FOCUS ON HEALTH EQUITY, AND CAPTURES AND DISSEMINATES LESSONS LEARNED FROM GRANTEES. STAFF ACHIEVES PROGRAM OBJECTIVES THROUGH PARTNERSHIPS, RESEARCH, PUBLIC EDUCATION AND GRANT MAKING.PROGRAMS WITHIN THIS CATEGORY ALSO FOCUS ON HEALTH AND RACIAL EQUITY, AND WORK TO BUILD MOMENTUM AND PUBLIC AWARENESS TO ADDRESS THE SYSTEMIC BARRIERS THAT LIMIT ACCESS TO OPPORTUNITY FOR UNDERSERVED POPULATIONS. 1,930,402
    3 NONPROFIT HEALTH SECTOR DEVELOPMENT - PROGRAMS IN THIS CATEGORY SUPPORT LEADERSHIP DEVELOPMENT AND CAPACITY BUILDING TO CREATE A MORE VIBRANT AND DIVERSE NONPROFIT SECTOR. SPECIFICALLY, PROGRAMS SUPPORT CAPACITY BUILDING AND LEADERSHIP DEVELOPMENT ACTIVITIES FOR CURRENT AND EMERGING NONPROFIT AND PUBLIC LEADERS, AND NONPROFIT ORGANIZATIONS LED BY PEOPLE OF COLOR. THE FOUNDATION ALSO HELPS NONPROFIT ORGANIZATIONS AND PUBLIC AGENCIES ACHIEVE THEIR OBJECTIVES BY PROVIDING A VENUE FOR EDUCATION AND TRAINING, NONPARTISAN DEBATE AND COLLABORATION. 338,927
    4 SAN JOAQUIN VALLEY HEALTH FUND - THE SAN JOAQUIN VALLEY HEALTH FUND STRENGTHENS THE CAPACITY OF COMMUNITIES AND ORGANIZATIONS IN THE SAN JOAQUIN VALLEY TO IMPROVE HEALTH AND WELL-BEING BY ADVANCING PROGRAMS AND POLICY CHANGES THAT PROMOTE COMMUNITY HEALTH AND HEALTH EQUITY FOR ALL. 468,091
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    34,492,568
    b
    Average of monthly cash balances.......................
    1b
    1,863,782
    c
    Fair market value of all other assets (see instructions)................
    1c
    20,156,344
    d
    Total (add lines 1a, b, and c).........................
    1d
    56,512,694
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    56,512,694
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    847,690
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    55,665,004
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    2,783,250
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    2,783,250
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    46,328
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    46,328
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,736,922
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    2,736,922
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    2,736,922
    Part XI
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2020
    (c)
    2020
    (d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 2,736,922
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 4,106,530
    b From 2017...... 3,444,744
    c From 2018...... 5,078,931
    d From 2019...... 3,772,112
    e From 2020...... 1,513,084
    f Total of lines 3a through e ........ 17,915,401
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 6,243,900
    a Applied to 2020, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2021 distributable amount..... 2,736,922
    e Remaining amount distributed out of corpus 3,506,978
    5 Excess distributions carryover applied to 2021. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 21,422,379
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...
    4,106,530
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    17,315,849
    10 Analysis of line 9:
    a Excess from 2017.... 3,444,744
    b Excess from 2018.... 5,078,931
    c Excess from 2019.... 3,772,112
    d Excess from 2020.... 1,513,084
    e Excess from 2021.... 3,506,978
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    SIERRA HEALTH FOUNDATION
    1321 GARDEN HIGHWAY
    SACRAMENTO,CA95833
    (916) 922-4755
    bThe form in which applications should be submitted and information and materials they should include:
    SEE ONLINE INFORMATION AT WWW.SIERRAHEALTH.ORG
    cAny submission deadlines:
    SEE ONLINE INFORMATION AT WWW.SIERRAHEALTH.ORG
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    SEE ONLINE INFORMATION AT WWW.SIERRAHEALTH.ORG
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    SHF PROPERTIES
    1321 GARDEN HIGHWAY
    SACRAMENTO,CA95833
    RELATED 501(C)(2) PROVIDE GENERAL SUPPORT AND TRANSFER CARMICHAEL PROPERTY 2,051,479
    ROCKEFELLER PHILANTHROPY ADVISORS INC
    6 WEST 48TH STREET 10TH FLOOR
    NEW YORK,NY10036
    NONE 501(C)(3) BOYS AND MEN OF COLOR MEMBERSHIP GRANT 25,000
    NEW VENTURE FUND
    1201 CONNECTICUT AVENUE NW STE 300
    WASHINGTON,DC20036
    NONE 501(C)(3) BOYS AND MEN OF COLOR 25,000
    NORTHERN CALIFORNIA PHARMACY & HEALTH
    9700 WEST TARON DRIVE
    ELK GROVE,CA95757
    NONE 501(C)(3) PUBLIC POLICY 2,500
    WIND YOUTH SERVICES
    815 S STREET
    SACRAMENTO,CA95811
    NONE 501(C)(3) PRESIDENT'S DISCRETIONARY CHANGES TO YOUTH 25,000
    STUDIOS FOR THE PERFORMING ARTS
    2420 N ST UNIT 110
    SACRAMENTO,CA95816
    NONE 501(C)(3) PRESIDENT'S DISCRETIONARY 20,000
    UNITED LATINOS PROMOVIENDO ACCION
    PO BOX 22905
    SACRAMENTO,CA95822
    NONE 501(C)(3) PRESIDENT'S DISCRETIONARY 25,000
    SIERRA HEALTH FOUNDATION CENTER FOR HEALTH PROGRAM MGMT
    1321 GARDEN HIGHWAY NO 210
    SACRAMENTO,CA95833
    RELATED 501(C)(3) GENERAL 1,750,000
    SIERRA HEALTH FOUNDATION CENTER FOR HEALTH PROGRAM MGMT
    1321 GARDEN HIGHWAY NO 210
    SACRAMENTO,CA95833
    RELATED 501(C)(3) YOUTH, BOYS AND MEN OF COLOR, BUILD BLACK, SJVIIF, CFBMOC MEMBERSHIP BOARD, ALHAMBRA BLVD. BUILDING 732,165
    SACRAMENTO REGIONAL COALITION TO END
    1331 GARDEN HIGHWAY SUITE 100
    SACRAMENTO,CA95833
    NONE 501(C)(3) PUBLIC POLICY 10,000
    VOICE OF YOUTH INC
    2251 FLORIN RD STE 35
    SACRAMENTO,CA95822
    NONE 501(C)(3) PRESIDENT'S DISCRETIONARY 10,000
    COLOUR OF MUSIC INC
    POST OFFICE BOX 22724
    CHARLESTON,SC29413
    NONE NC PRESIDENT'S DISCRETIONARY 15,000
    SELF AWARENESS AND RECOVERY
    4625 44TH ST
    SACRAMENTO,CA95820
    NONE 501(C)(3) PRESIDENT'S DISCRETIONARY 15,000
    REDF
    101A CLAY STREET 103
    SAN FRANCISCO,CA94111
    NONE 501(C)(3) PUBLIC POLICY 50,000
    THE FUNDERS NETWORK INC
    6705 SW 57TH AVENUE SUITE 700
    CORAL GABLES,FL33143
    NONE 501(C)(3) PRESIDENT'S DISCRETIONARY 5,000
    PLUMAS CRISIS INTERVENTION AND RESOURCE
    591 W MAIN STREET
    QUINCY,CA95971
    NONE 501(C)(3) DIXIE FIRE RELIEF FUND 10,000
    STANFORD SIERRA YOUTH & FAMILIES
    8912 VOLUNTEER LN
    SACRAMENTO,CA95826
    NONE 501(C)(3) GENERAL 20,000
    CAPITAL PUBLIC RADIO INC
    7055 FOLSOM BLVD
    SACRAMENTO,CA95826
    NONE 501(C)(3) PRESIDENT'S DISCRETIONARY, PUBLIC POLICY 35,000
    CENTER FOR FATHERS AND FAMILIES
    920 DEL PASO BLVD
    SACRAMENTO,CA95815
    NONE 501(C)(3) GENERAL 25,000
    LATINO COMMUNITY FOUNDATION
    235 MONTGOMERY ST STE 1160
    SAN FRANCISCO,CA94104
    NONE 501(C)(3) LATINO POWER FUND 50,000
    SUSTAINABLE AGRICULTURE AND FOOD
    133 E DE LA GUERRA ST 306
    SANTA BARBARA,CA93101
    NONE 501(C)(3) PUBLIC POLICY 2,000
    UNITED WAY OF NORTHERN CALIFORNIA
    3300 CHURN CREEK ROAD
    REDDING,CA96002
    NONE 501(C)(3) WILDFIRE FUND 10,000
    PUBLIC HEALTH INSTITUTE
    555 12TH STREET FLOOR 10TH
    OAKLAND,CA94607
    NONE 501(C)(3) PUBLIC POLICY 50,000
    ASIAN HEALTH SERVICES
    101 8TH STREET SUITE 100
    OAKLAND,CA94607
    NONE 501(C)(3) PUBLIC POLICY 13,000
    IMMIGRANT LEGAL RESOURCE CENTER
    1458 HOWARD ST
    SAN FRANCISCO,CA94103
    NONE 501(C)(3) SAN JOAQUIN VALLEY DELIVERING ON THE DREAM 25,000
    POLICYLINK
    1438 WEBSTER ST STE 303
    OAKLAND,CA94612
    NONE 501(C)(3) PRESIDENT'S DISCRETIONARY 25,000
    HENRY J KAISER FAMILY FOUNDATION
    185 BERRY STREET SUITE 2000
    SAN FRANCISCO,CA94107
    NONE 501(C)(3) PUBLIC POLICY 35,000
    CALIFORNIA COMMUNITY FOUNDATION
    221 S FIGUEROA STREET SUITE 400
    LOS ANGELES,CA90012
    NONE 501(C)(3) PRESIDENT'S DISCRETIONARY 10,000
    ASIAN AMERICANS ADVANCING JUSTICE LOS
    1145 WILSHIRE BLVD 2ND FLOOR
    LOS ANGELES,CA90017
    NONE 501(C)(3) PUBLIC POLICY 25,000
    COMMUNITY PARTNERS
    1000 N ALAMEDA ST SUITE 240
    LOS ANGELES,CA90012
    NONE 501(C)(3) THE CALIFORNIA ACCOUNTABLE COMMUNITIES FOR 50,000
    AMERICAN LEADERSHIP FORUM
    601 UNIVERSITY AVENUE SUITE 127
    SACRAMENTO,CA95825
    NONE CHARITY LEADERSHIP DINNER 5,000
    AMERICAN RED CROSS SACRAMENTO
    431 18TH SL NW
    WASHINGTON,DC20006
    NONE CHARITY EMERGENCY FIRE RELIEF DONATION 25,000
    CALIFORNIA MONTESSORI PROJECT
    5325 ENGLE RD SUITE 200
    CARMICHAEL,CA95608
    NONE CHARITY MATCHING GIFT 400
    CAPITAL PUBLIC RADIO INC
    7055 FOLSOM BLVD
    SACRAMENTO,CA95826
    NONE CHARITY MATCHING GIFT 6,250
    CAROL EMMOTT FOUNDATION
    4931 SW 76TH AVE 229
    PORTLAND,OR97225
    NONE CHARITY MATCHING GIFT 500
    CATHOLIC CHARITIES OF SANTA CLARA COUNTY
    2625 ZANKER RD 200
    SAN JOSE,CA95134
    NONE CHARITY MATCHING GIFT 400
    CEAZE THE MOMENT
    8511 DARTFORD DRIVE
    SACRAMENTO,CA95823
    NONE CHARITY MATCHING GIFT 2,250
    CHRISTIAN BROTHERS HIGH SCHOOL
    4315 MARTIN LUTHER KING JR BLVD
    SACRAMENTO,CA95820
    NONE CHARITY MATCHING GIFT 2,500
    CLARA'S HOUSE
    2715 K STREET STE D
    SACRAMENTO,CA95816
    NONE CHARITY MATCHING GIFT 2,000
    COMMON GROUND A COVENANT CHURCH
    8355 ARROYO VIST DR
    SACRAMENTO,CA95823
    NONE CHARITY MATCHING GIFT 8,000
    CRISTO REY HIGH SCHOOL
    8475 JACKSON RD
    SACRAMENTO,CA95826
    NONE CHARITY MATCHING GIFT 2,500
    EL DORADO COMMUNITY HEALTH CENTER
    4340 GOLDEN CENTER DR
    PLACERVILLE,CA95667
    NONE CHARITY MATCHING GIFT 12,500
    EQUAL JUSTICE INITIATIVE
    122 COMMERCE ST
    MONTGOMERY,AL36104
    NONE CHARITY MATCHING GIFT 100
    FLUFF BUDDIES
    PO BOX 432
    NORTH HIGHLANDS,CA95660
    NONE CHARITY MATCHING GIFT 200
    FUNDERS' NETWORK FOR SMART GROWTH AND LIVABLE COMMUNITIES
    1500 SAN REMO AVE STE 249
    CORAL GABLES,FL33146
    NONE CHARITY MATCHING GIFT 1,000
    GATTON COLLEGE OF BUSINESS AT UNIVERSITY OF KENTUCKY
    550 X LIMESTONE ST
    LEXINGTON,KY40506
    NONE CHARITY MATCHING GIFT 2,000
    GRANT YOUTH SPORTS
    3270 NAREB ST
    SACRAMENTO,CA95838
    NONE CHARITY MATCHING GIFT 2,000
    GRANTMAKERS CONCERNED WITH IMMIGRANTS & REFUGEES
    PO BOX 1100
    SEBASTOPOL,CA95473
    NONE CHARITY MATCHING GIFT 2,500
    GRANTMAKERS IN HEALTH
    1100 CONNECTICUT AVE NW STE 1200
    WASHINGTON,DC20036
    NONE CHARITY MATCHING GIFT 11,500
    VIRGINIA ORGANIZING HEALTH & ENVIRONMENTAL FUNDERS NETWORK
    PO BOX 1323
    LAUREI,MD20725
    NONE CHARITY MATCHING GIFT 1,875
    IMPROVE YOUR TOMORROW
    4229 NORTHGATE BLVD STE 5
    SACRAMENTO,CA95839
    NONE CHARITY MATCHING GIFT 4,120
    INDIANA UNIVERSITY SCHOOL OF PUBLIC HEALTH
    PO BOX 500
    BLOOMINGTON,NY47402
    NONE CHARITY MATCHING GIFT 2,000
    LOS RIOS FOUNDATION
    1919 SPANOS CT
    SACRAMENTO,CA95825
    NONE CHARITY MATCHING GIFT 500
    MISSION INVESTORS EXCHANGE
    417 FIFTH AVE 8TH FLOOR
    NEW YORK,NY10016
    NONE CHARITY MATCHING GIFT 3,000
    MOREHOUSE SCHOOL OF MEDICINE
    720 WESTVIEW DR SW
    ATLANTA,GA30310
    NONE CHARITY MATCHING GIFT 9,000
    MUSIC ON A MISSION FOUNDATION
    455 CAPITOL MALL SUITE 801
    SACRAMENTO,CA95814
    NONE CHARITY MATCHING GIFT 1,000
    MUTUAL ASSISTANCE NETWORK OF DEL PASO HEIGHTS
    811 GRAND AVE SUITE A3
    SACRAMENTO,CA95838
    NONE CHARITY MATCHING GIFT 250
    MY SISTER'S HOUSE
    3053 FREEPORT BLVD 120
    SACRAMENTO,CA95818
    NONE CHARITY MATCHING GIFT 7,000
    NORTHERN CA GRANTMAKERS
    160 SPEAR ST STE 360
    SAN FRANCISCO,CA94105
    NONE CHARITY MATCHING GIFT 5,000
    OLD DOGS NEW TRICKS INC
    3218 ROOT AVE
    CARMICHAEL,CA95608
    NONE CHARITY MATCHING GIFT 430
    ONE STEP ABOVE PARENT CLUB
    8569 BOND RD 110
    ELK GROVE,CA95624
    NONE CHARITY MATCHING GIFT 2,050
    PBS KVIE
    2030 W EL CAMINO AVE
    SACRAMENTO,CA95833
    NONE CHARITY MATCHING GIFT 720
    PUBLIC POLICY INSTITUTE OF CALIFORNIA
    500 WASHINGTON ST STE 600
    SAN FRANCISCO,CA94111
    NONE CHARITY MATCHING GIFT 10,000
    PURE YOUTH GROUP
    18 TIDES EDGE PL
    SACRAMENTO,CA95835
    NONE CHARITY MATCHING GIFT 5,000
    REGENTS OF THE UNIVERSITY OF CALIFORNIA DAVIS
    3102 HART HALL ONE SHIELDS AVE
    DAVIS,CA95616
    NONE CHARITY MATCHING GIFT 125
    REGENTS OF THE UNIVERSITY OF MICHIGAN
    3003 SOUTH STATE ST SUITE 9000
    ANN ARBOR,MI48109
    NONE CHARITY MATCHING GIFT 500
    ROSE FAMILY CREATIVE EMPOWERMENT CENTER
    7000 GRANKLIN BLVD STE 1000
    SACRAMENTO,CA95823
    NONE CHARITY MATCHING GIFT 1,000
    RYSE INC
    205 41ST STREET
    RICHMOND,CA94805
    NONE CHARITY MATCHING GIFT 100
    SACRAMENTO CHORAL SOCIETY
    4025 A BRIDGE STREET
    FAIR OAKS,CA95628
    NONE CHARITY MATCHING GIFT 1,000
    SACRAMENTO COUNTY OFFICE OF EDUCATION
    PO BOX 269003
    SACRAMENTO,CA95826
    NONE CHARITY MATCHING GIFT 10,000
    SACRAMENTO HOUSING ALLIANCE
    909 12TH STREET SUITE 114
    SACRAMENTO,CA95814
    NONE CHARITY MATCHING GIFT 500
    SACRAMENTO LGBT COMMUNITY CENTER
    1015 20TH STREET
    SACRAMENTO,CA95811
    NONE CHARITY MATCHING GIFT 5,000
    SACRAMENTO NAACP
    4625 44TH ST RM 15 SACRAMENTO CA
    SACRAMENTO,CA95820
    NONE CHARITY MATCHING GIFT 5,000
    SACRAMENTO TREE FOUNDATION
    191 LATHROP WAY STE D
    SACRAMENTO,CA95815
    NONE CHARITY MATCHING GIFT 1,000
    SANTA CRUZ BARRIOS UNIDOS INC
    1817 SOQUEL AVE
    SANTA CRUZ,CA95062
    NONE CHARITY MATCHING GIFT 100
    SIERRA NEVADA JOURNEYS
    190 E LIBERTY STREET
    RENO,NV89501
    NONE CHARITY MATCHING GIFT 9,500
    SISTERS OF MERCY WEST MIDWEST COMMUNITY
    7262 MERCY RD
    OMAHA,NE68124
    NONE CHARITY MATCHING GIFT 1,000
    ST FRANCIS OF ASSISI ELEMENTARY SCHOOL
    2500 K STREET
    SACRAMENTO,CA95816
    NONE CHARITY MATCHING GIFT 50
    ST JOHN'S PROGRAM FOR REAL CHANGE
    2443 FAIR OAKS BLVD 369
    SACRAMENTO,CA95825
    NONE CHARITY MATCHING GIFT 5,200
    SUSTAINABLE AGRICULTURE & FOOD SYSTEMS FUNDERS
    601 E ARRELLAGA ST STE 101
    SANTA BARBARA,CA93103
    NONE CHARITY MATCHING GIFT 5,000
    SUTTERVILLE 4THR
    4967 MONTEREY WAY
    SACRAMENTO,CA95822
    NONE CHARITY MATCHING GIFT 100
    TECHNOLOGY ASSOCIATION OF GRANTMAKERS
    200 W MADISON ST 3RD FLOOR
    CHICAGO,IL60606
    NONE CHARITY MATCHING GIFT 385
    THE CENTER FOR VIOLENCE-FREE RELATIONSHIPS
    344 PLACERVILLE DR 11
    PLACERVILLE,CA95667
    NONE CHARITY MATCHING GIFT 2,500
    VALLEY VISION INC
    3400 THIRD AVENUE
    SACRAMENTO,CA95817
    NONE CHARITY MATCHING GIFT 5,000
    VISIONS OF HOPE
    PO BOX 8189
    BEND,OR97708
    NONE CHARITY MATCHING GIFT 840
    WILD LIFE CARE ASSOCIATION
    PO BOX 680
    NORTH HIGHLANDS,CA95660
    NONE CHARITY MATCHING GIFT 100
    WOMEN'S EMPOWERMENT
    1590 NORTH A ST
    SACRAMENTO,CA95811
    NONE CHARITY MATCHING GIFT 5,500
    YOLO FOOD BANK
    233 HARTER AVENUE
    WOODLAND,CA95776
    NONE CHARITY MATCHING GIFT 2,000
    YOUTH FORWARD
    2411 15TH ST SUITE A
    SACRAMENTO,CA95818
    NONE CHARITY MATCHING GIFT 2,500
    YOUTH MENTORING CONNECTION
    4103 W ADAMS BLVD 2ND FLOOR
    LOS ANGELES,CA90018
    NONE CHARITY MATCHING GIFT 500
    ZETA BETA LAMBDA FOUNDATION
    PO BOX 22261
    SACRAMENTO,CA95822
    NONE CHARITY MATCHING GIFT 2,500
    SACRAMENTO METROPOLITAN CHAMBER OF COMMERCE
    1601 ALHAMBRA BLVD ST 100
    SACRAMENTO,CA95816
    NONE CHARITY MATCHING GIFT 3,000
    SACRAMENTO ASIAN-PACIFIC CHAMBER OF COMMERCE
    1610 R STREET SUTIE 322
    SACRAMENTO,CA95811
    NONE CHARITY MATCHING GIFT 2,500
    GAMMA EPSILON INC
    4528 GRESHAM DR
    EL DORADO HILLS,CA95762
    NONE CHARITY MATCHING GIFT 1,000
    COMMUNITY ALLIANCE WITH FAMILY FARMERS
    PO BOX 363
    DAVIS,CA95617
    NONE CHARITY MATCHING GIFT 12,500
    ACCRUAL TO CASH ADJUSTMENT
    1321 GARDEN HIGHWAY
    SACRAMENTO,CA95833
    NONE CHARITY MATCHING GIFT -2,918
    Total .................................bullet 3a 5,367,771
    bApproved for future payment
    COMMUNITY PARTNERS
    1000 N ALAMEDA ST SUITE 240
    LOS ANGELES,CA90012
    NONE 501(C)(3) TO PROVIDE GENERAL SUPPORT 50,000
    LATINO COMMUNITY FOUNDATION
    235 MONTGOMERY ST STE 1160
    SAN FRANCISCO,CA94104
    NONE 501(C)(3) TO PROVIDE GENERAL SUPPORT 50,000
    NAACP SACRAMENTO BRANCH
    PO BOX 188231
    SACRAMENTO,CA95818
    NONE 501(C)(3) TO PROVIDE GENERAL SUPPORT 5,000
    Total .................................bullet 3b 105,000
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........
             
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 1,579,204  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 89,440 2,157,164 6,563,283
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    8,809,887
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    1A INCOME IS REIMBURSEMENT FROM PROVIDING STAFF SUPPORT TO SIERRA HEALTH FOUNDATION: CENTER FOR HEALTH PROGRAM MANAGEMENT (THE CENTER). AS THE CENTER DOES NOT HAVE ITS OWN STAFF, THE FOUNDATION WORKED IN COOPERATION WITH THE CENTER TO START THE INTERMEDIARY PARTNERSHIPS PROGRAM. THIS PROGRAM WORKS TO IMPROVE INDIVIDUAL AND COMMUNITY HEALTH AND THE WELL-BEING OF THOSE IN UNDERSERVED COMMUNITIES.
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
    Yes
     
    (2) Other assets.................................
    1a(2)
    Yes
     
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
    Yes
     
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    1c 0 SHF PROPERTIES INC SHF PROPERTIES, INC. UTILIZES THE STAFF AND FACILITIES OF SIERRA HEALTH FOUNDATION. SIERRA HEALTH FOUNDATION DOES NOT CHARGE SHF PROPERTIES, INC. BECAUSE SHF PROPERTIES, INC. SERVES SIERRA HEALTH FOUNDATION EXCLUSIVELY, ANY AMOUNTS THAT SIERRA HEALTH FOUNDATION CHARGED SHF PROPERTIES, INC. WOULD BE BILLED RIGHT BACK TO SIERRA HEALTH FOUNDATION.
    1a(1) 1,479 SHF PROPERTIES INC SIERRA HEALTH FOUNDATION TRANSFERRED $1,479 OF CASH TO SHF PROPERTIES, INC. IN 2021.
    1a(2) 2,050,000 SHF PROPERTIES INC SIERRA HEALTH FOUNDATION TRANSFERRED REAL ESTATE PROPERTY VALUED AT $2,050,000 TO SHF PROPERTIES, INC. IN 2021.
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    SHF PROPERTIES INC 501(C)(2) SHF PROPERTIES, INC. IS A TAX-EXEMPT HOLDING ORGANIZATION THAT ACQUIRES AND HOLDS TITLE TO LAND FOR THE SIERRA HEALTH FOUNDATION. SHF PROPERTIES, INC SHARES STAFF AND OFFICE SPACE WITH SIERRA HEALTH FOUNDATION.
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    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
    2021
    Name of the organization
    SIERRA HEALTH FOUNDATION
     
    Employer identification number

    68-0050036
    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) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    SIERRA HEALTH FOUNDATION
     
    Employer identification number
    68-0050036
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
    PPP LOAN FORGIVENESS - BENEFICIAL STATE BANK
     
    268 N MAIN ST BUILDING 2
     
    PORTERVILLE, CA93257

    $ 275,841


    (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) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    SIERRA HEALTH FOUNDATION
     
    Employer identification number

    68-0050036
    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) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    SIERRA HEALTH FOUNDATION
     
    Employer identification number

    68-0050036
    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) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    SIERRA HEALTH FOUNDATION
    EIN:
    68-0050036
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 52,416 1,680 0 50,736

    TY 2021 GeneralExplanationAttachment
    Name:
    SIERRA HEALTH FOUNDATION
    EIN:
    68-0050036
    Identifier Return Reference Explanation
    SCHEDULE OF CONTROLLED ENTITIES PART VII-A, LINE 11 SCNAME OF CONTROLLED ENTITY: SHF PROPERTIES INC.EMPLOYER ID NO: 91-1751915ADDRESS: 1321 GARDEN HIGHWAY, SACRAMENTO, CA 95833EXCESS BUSINESS HOLDING: NONAME OF CONTROLLED ENTITY: SIERRA HEALTH FOUNDATION: CENTER FOR HEALTH PROGRAM MANAGEMENTEMPLOYER ID NO: 45-5282243ADDRESS: 1321 GARDEN HIGHWAY STE 210, SACRAMENTO, CA 95833EXCESS BUSINESS HOLDING: NO

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    SIERRA HEALTH FOUNDATION
    EIN:
    68-0050036
    Name of Stock End of Year Book Value End of Year Fair Market Value
    HELD BY U.S. BANK AS CUSTODIAN 35,921,193 35,921,193

    TY 2021 InvestmentsLandSchedule2
    Name:
    SIERRA HEALTH FOUNDATION
    EIN:
    68-0050036
    Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    70 PORTOLA CORNER LOT - LAND 229,164 0 229,164 229,164

    TY 2021 InvestmentsOtherSchedule2
    Name:
    SIERRA HEALTH FOUNDATION
    EIN:
    68-0050036
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    INVESTMENTS IN PARTNERSHIPS FMV 18,408,689 18,408,689

    TY 2021 LandEtcSchedule2
    Name:
    SIERRA HEALTH FOUNDATION
    EIN:
    68-0050036
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    1321 GARDEN HIGHWAY - LAND 1,474,641 0 1,474,641 1,474,641
    1321 GARDEN HIGHWAY - BUILDING 11,182,907 7,555,013 3,627,894 3,627,894
    1321 GARDEN HIGHWAY - FURNITURE, FIXTURES, & EQUIPMENT 2,419,644 2,344,460 75,184 75,184
    1321 GARDEN HIGHWAY - ART WORK 195,867 0 195,867 195,867


    TY 2021 LegalFeesSchedule
    Name:
    SIERRA HEALTH FOUNDATION
    EIN:
    68-0050036
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 44,694 17,077 3,875 22,023


    TY 2021 OtherAssetsSchedule
    Name:
    SIERRA HEALTH FOUNDATION
    EIN:
    68-0050036
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    PREPAID EXPENSE 119,293 151,760 151,760
    DUE FROM CENTER 1,036,245 255,230 255,230
    DUE FROM SAN JOAQUIN VALLEY 357,016 415,039 415,039


    TY 2021 OtherExpensesSchedule
    Name:
    SIERRA HEALTH FOUNDATION
    EIN:
    68-0050036
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    SUPPLIES 24,210 0 13,894 0
    POSTAGE 12 0 12 0
    EQUIPMENT REPAIRS & MAINTENANCE 25,052 0 12,769 7,697
    INSURANCE 11,186 0 -4,415 0
    MISCELLANEOUS 42,696 0 30,323 0
    EQUIPMENT RENTAL/LEASE 2,870 0 2,785 0
    WEBSITE EXPENSE 66,491 0 0 66,210


    TY 2021 OtherIncomeSchedule2
    Name:
    SIERRA HEALTH FOUNDATION
    EIN:
    68-0050036
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PARTNERSHIP NET INCOME   -190,819  
    MISCELLANEOUS 1,624 1,624  
    COST REIMBURSEMENT 6,563,283   6,563,283


    TY 2021 OtherIncreasesSchedule
    Name:
    SIERRA HEALTH FOUNDATION
    EIN:
    68-0050036
    Description Amount
    UNREALIZED GAIN ON INVESTMENTS 9,063,329


    TY 2021 OtherLiabilitiesSchedule
    Name:
    SIERRA HEALTH FOUNDATION
    EIN:
    68-0050036
    Description Beginning of Year - Book Value End of Year - Book Value
    DEFERRED EXCISE TAX 80,000 80,000
    DUE TO CENTER 50,022 4,006


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    SIERRA HEALTH FOUNDATION
    EIN:
    68-0050036
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT 174,497 174,497 0 0
    RECRUITMENT 5,977 0 0 5,977
    PROGRAM CONSULTANTS 0 0 0 34,620
    OTHER PROFESSIONAL FEES 114,376 12,722 91,213 24,277