Form990


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
2021
Open to Public Inspection
A For the 2021 calendar year, or tax year beginning 01-01-2022 , and ending 12-31-2022
BCheck if applicable:
CName of organization
THE HEALTH FOUNDATION
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
8 SALISBURY SQUARE
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LONDON, EC4Y 8AP
United Kingdom (England, Northern Ireland, Scotland, and Wales)
D Employer identification number

98-0570141
E Telephone number

G Gross receipts $ 2,176,070,989
F Name and address of principal officer:
JESSICA SPEARMAN
8 SALISBURY SQUARE
LONDON,EC4Y 8AP  
UK
I
Tax-exempt status: ( 4 ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.HEALTH.ORG.UK
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: 1983
M State of legal domicile: UK
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: THE HEALTH FOUNDATION WAS FOUNDED IN 1983 AS THE PPP MEDICAL TRUST AND IS DEDICATED TO IMPROVING THE HEALTH AND CARE OF PEOPLE LIVING IN THE UK.
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 11
5 Total number of individuals employed in calendar year 2021 (Part V, line 2a) ...... 5 223
6 Total number of volunteers (estimate if necessary) ............. 6 15
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, Part I, line 11 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 1,859,884 2,163,606
9 Program service revenue (Part VIII, line 2g) ......... 0 0
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 75,124,063 111,167,908
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 0 4,538
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 76,983,947 113,336,052
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 22,832,508 45,627,573
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) 19,742,717 20,634,624
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).... 20,854,038 21,757,863
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 63,429,263 88,020,060
19 Revenue less expenses. Subtract line 18 from line 12....... 13,554,684 25,315,992
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 1,685,175,689 1,438,876,083
21 Total liabilities (Part X, line 26)............. 34,990,681 50,536,307
22 Net assets or fund balances. Subtract line 21 from line 20..... 1,650,185,008 1,388,339,776
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 (2021)
Form 990 (2021)
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: THE HEALTH FOUNDATION WAS FOUNDED IN 1983 AS THE PPP MEDICAL TRUST AND IS DEDICATED TO IMPROVING HEALTH AND HEALTHCARE FOR PEOPLE LIVING IN THE UK.
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 $ 41,753,721 including grants of $ 30,683,937 ) (Revenue $   )
SUPPORTING HEALTH CARE IMPROVEMENT - INVESTING IN IMPROVING HEALTH SERVICE DELIVERY ACROSS THE UK, SUPPORTING INNOVATION AND IMPROVEMENT, AND THE SPREAD OF SUCCESSFUL IDEAS.
4b (Code:   ) (Expenses $ 9,344,973 including grants of $ 7,173,854 ) (Revenue $   )
PROMOTING HEALTHY LIVES FOR ALL - WE AIM TO CHANGE THE CONVERSATION TO FOCUS ON HEALTH AS AN ASSET, RATHER THAN ILL HEALTH AS A BURDEN AND TO PROMOTE POLICIES AND ENCOURAGE LOCAL ACTION THAT IMPROVES OPPORTUNITIES FOR A HEALTHY LIFE IN THE UK.
4c (Code:   ) (Expenses $ 4,131,969 including grants of $ 1,474,746 ) (Revenue $   )
DATA ANALYTICS FOR HEALTH - OUR VISION IS FOR A FUTURE WHERE EVERYONE'S HEALTH AND CARE BENEFITS FROM ANALYTICS AND DATA-DRIVEN TECHNOLOGY.
(Code:   ) (Expenses $ 10,012,261 including grants of $ 6,295,036 ) (Revenue $   )
OTHER SERVICES
4d Other program services (Describe in Schedule O.)
(Expenses $ 10,012,261 including grants of $ 6,295,036 ) (Revenue $   )
4e Total program service expensesMediumBullet65,242,924
Form 990 (2021)
Form 990 (2021)
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 A.....................
1
 
No
2
Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. Click to see attachment
List of Attached Documents:
// Content
...
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
 
 
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 Rev. Proc. 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
List of Attached Documents:
// Content
.........................
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
List of Attached Documents:
// Content
....
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
List of Attached Documents:
// Content
..............
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
List of Attached Documents:
// Content
..............
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 V......
10
Yes
 
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
List of Attached Documents:
// Content
...................
11a
Yes
 
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
List of Attached Documents:
// Content
.......
11b
Yes
 
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
List of Attached Documents:
// Content
.......
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
List of Attached Documents:
// Content
............
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XIIClick to see attachment
List of Attached Documents:
// Content
......................
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
List of Attached Documents:
// Content
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
Yes
 
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.........Click to see attachment
List of Attached Documents:
// Content
14b
Yes
 
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.....Click to see attachment
List of Attached Documents:
// Content
15
Yes
 
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...Click to see attachment
List of Attached Documents:
// Content
16
Yes
 
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
List of Attached Documents:
// Content
21
Yes
 
Form 990 (2021)
Form 990 (2021)
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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 the 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 line 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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
35b
Yes
 
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.............
36
 
 
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
List of Attached Documents:
// Content
37
 
No
38
Did the organization complete Schedule O and provide explanations on 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 on 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 (2021)
Form 990 (2021)
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
223
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
 
No
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
Yes
 
b
If "Yes," enter the name of the foreign country: MediumBulletUK
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
 
 
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
 
 
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
 
 
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
 
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 the 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
17
Section 501(c)(21) organizations. Did the trust, any disqualified person, or mine operator engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.
17
 
 
Form 990 (2021)
Form 990 (2021)
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
11
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
 
No
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 on 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 on 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
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process on 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
18
Section 6104 requires an organization to make its Form 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 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:
MediumBulletJESSICA SPEARMAN CHIEF FINANCE OFFICER8 SALISBURY SQUARE   LONDON,EC4Y 8APEC4Y 8APUK
Form 990 (2021)
Form 990 (2021)
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 the 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, Form 1099-MISC, and/or box 1 of Form 1099-NEC) 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 the 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/1099-NEC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC) 		(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) SIR HUGH TAYLOR......................................................................
CHAIR
 1.00
.................
  		X   X       0 0 0
(2) KATIE BLACKLOCK......................................................................
GOVERNOR
 1.00
.................
  		X           0 0 0
(3) SIR DAVID DALTON......................................................................
GOVERNOR
 1.00
.................
  		X           0 0 0
(4) DAWN EDGE......................................................................
GOVERNOR
 1.00
.................
  		X           0 0 0
(5) ERIC GREGORY......................................................................
GOVERNOR
 1.00
.................
  		X           0 0 0
(6) RAVI GURUMURTHY......................................................................
GOVERNOR
 1.00
.................
  		X           0 0 0
(7) LORAINE HAWKINS......................................................................
GOVERNOR
 1.00
.................
  		X           0 0 0
(8) RUTH HUSSEY......................................................................
GOVERNOR
 1.00
.................
  		X           0 0 0
(9) BRANWEN JEFFREYS......................................................................
GOVERNOR
 1.00
.................
  		X           0 0 0
(10) ROSALIND SMYTH......................................................................
GOVERNOR
 1.00
.................
  		X           0 0 0
(11) DAVID SMART......................................................................
GOVERNOR
 1.00
.................
  		X           0 0 0
(12) DR JENNIFER DIXON......................................................................
CHIEF EXECUTIVE
 37.50
.................
  		    X       320,671 0 1,023
(13) MS CATHERINE IRVING......................................................................
DIRECTOR OF STRATEGY - UNTIL 12/2022
 37.50
.................
  		    X       278,308 0 20,704
(14) DR JOANNA BIBBY......................................................................
DIRECTOR OF HEALTH
 35.25
.................
  		    X       215,928 0 23,173
(15) MR PAUL HACKWELL......................................................................
COO - UNTIL 07/2022, THEN CONSULTANT
 37.50
.................
  		    X       198,725 0 231
(16) CHARLES TALLACK......................................................................
DIRECTOR OF DATA ANALYTICS
 37.50
.................
  		    X       148,902 0 22,974
(17) MR AIDAN KEARNEY......................................................................
CHIEF INVESTMENTS OFFICER
 22.50
.................
  		    X       145,576 0 370
Form 990 (2021)
Form 990 (2021)
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/1099-NEC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC) 		(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;
(18) HUGH ALDERWICK........................................................................
DIRECTOR OF POLICY
 37.50
.......................   		    X       131,088 0 14,146
(19) MALTE GERHOLD DIRECTOR OF........................................................................
IMPROVEMENT & INNOV. - AS OF 05/2022
 37.50
.......................   		    X       127,228 0 12,432
(20) SAMANTHA FLETCHER DIRECTOR OF........................................................................
COMMUNICATIONS - 05/2022 TO 08/2022
 37.50
.......................   		    X       84,991 0 5,455
(21) NICHOLAS BATESON........................................................................
COO - AS OF 08/2022
 37.50
.......................   		    X       38,900 0 3,305
(22) PATRICK SOUTH DIRECTOR........................................................................
OF COMMUNICATIONS - AS OF 11/2022
 37.50
.......................   		    X       26,156 0 1,538
(23) MR ADAM STEVENTON........................................................................
DIR., DATA ANALYTICS - UNTIL 02/2022
 37.50
.......................   		    X       24,835 0 2,839
(24) MS ANITA CHARLESWORTH........................................................................
DIR. OF RESEARCH & THE REAL CENTRE
 37.50
.......................   		    X       210,798 0 99
(25) MR WILLIAM WARBURTON........................................................................
DIR. OF IMPROVEMENT - UNTIL 01/2022
 37.50
.......................   		    X       6,888 0 831
(26) PENNY PEREIRA........................................................................
Q MANAGING DIRECTOR
 37.50
.......................   		        X   151,057 0 16,216
(27) GAURAV SHRIVASTAVAINTERIMHEAD........................................................................
IT & OP UNTIL 07/22 THEN CONTRACTOR
 37.50
.......................   		        X   248,104 0 0
(28) STACEY LALLY........................................................................
Q DEPUTY DIRECTOR
 37.50
.......................   		        X   122,076 0 13,471
(29) PETER STILWELL........................................................................
ASSISTANT DIRECTOR OF COMMUNICATIONS
 37.50
.......................   		        X   114,314 0 13,712
(30) TIM HORTON ASST DIR INSIGHT........................................................................
& ANALYSIS, IMPROVEMENT DIRECTORATE
 37.50
.......................   		        X   114,314 0 13,105
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 2,708,859 0 165,624
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 MediumBullet31
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
 
No
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
THE MEDICAL RESEARCH COUNCIL UKR IMRC

POLARIS HOUSE NORTH STAR AVENUE
SWINDON   SN2 1FL
UK 		MEDICAL RESEARCH 1,412,379
HELECLOUD LIMITED

6 SNOW HILL
LONDON   EC1A 2AY
UK 		IT SERVICES 844,278
UKRI ESRC

CONCEPT HOUSE CARDIFF ROAD
NEWPORT   P10 8QQN
UK 		SOCIAL CARE RESEARCH 585,697
MFS INTERNATIONAL LIMITED

ONE CARTER LANE
LONDON   EC4V 5ER
UK 		INVESTMENT MANAGEMENT 512,788
IPSOS MORI

3 THOMAS MORE SQUARE
LONDON   E1W 1YW
UK 		MARKET RESEARCH 463,762
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet52
Form 990 (2021)
Form 990 (2021)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d 290,464
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and similar amounts not included above1f 1,873,142
g Noncash contributions included in lines 1a - 1f:$ 1g  
h Total. Add lines 1a-1f.......MediumBullet 2,163,606
Program Service RevenueAmt Business Code
2a
b
c
d
e
f All other program service revenue.        
g Total. Add lines 2a–2f .....MediumBullet  
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 14,001,457     14,001,457
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet        
(ii) Personal (i) Real
6a Gross rents     6a
b Less: rental expenses     6b
c Rental income or (loss)     6c
d Net rental income or (loss).......MediumBullet        
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory   2,159,901,388 7a
b Less: cost or other basis and sales expenses   2,062,734,937 7b
c Gain or (loss)   97,166,451 7c
d Net gain or (loss).........MediumBullet 97,166,451     97,166,451
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
8a  
b Less: direct expenses ... 8b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a  
b Less: direct expenses ... 9b  
c Net income or (loss) from gaming activities..MediumBullet        
10a Gross sales of inventory, less
returns and allowances ..
10a  
b Less: cost of goods sold .. 10b  
c Net income or (loss) from sales of inventory..MediumBullet        
Business Code Miscellaneous Revenue
11a FOREIGN EXCHANGE GAIN 900099 4,538     4,538
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 4,538
12 Total revenue. See instructions.....MediumBullet 113,336,052 0 0 111,172,446
Form 990 (2021)
Form 990 (2021)
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 .... 992,607 992,607
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ...........    
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. ............. 44,634,966 44,634,966
4 Benefits paid to or for members .......    
5 Compensation of current officers, directors, trustees, and key employees ........... 2,068,114 1,296,811 771,303  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........        
7 Other salaries and wages........ 15,299,450 11,730,601 3,568,849  
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 1,214,880 1,106,324 108,556  
9 Other employee benefits ....... 186,284 2,262 184,022  
10 Payroll taxes ........... 1,865,896 1,474,231 391,665  
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 29,703 1,480 28,223  
c Accounting ........... 139,681   139,681  
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 6,182,904   6,182,904  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 5,034,586 3,676,422 1,358,164  
12 Advertising and promotion .... 1,919 1,919    
13 Office expenses ....... 395,403 82,311 313,092  
14 Information technology ...... 3,763,926 30,914 3,733,012  
15 Royalties ..        
16 Occupancy ........... 2,351,308   2,351,308  
17 Travel ............ 134,786 113,326 21,460  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 253,434 98,750 154,684  
20 Interest ...........        
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 3,061,194   3,061,194  
23 Insurance ... 156,571   156,571  
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 LOSS ON SALE OF FA 252,448   252,448  
b
c
d
e All other expenses        
25 Total functional expenses. Add lines 1 through 24e 88,020,060 65,242,924 22,777,136 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 (2021)
Form 990 (2021)
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 ........ 1,014 1 544
2 Savings and temporary cash investments ......... 7,834,656 2 23,992,631
3 Pledges and grants receivable, net ......   3  
4 Accounts receivable, net ............. 0 4 146,463
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 .......
  5  
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) ...
  6  
7 Notes and loans receivable, net ...........   7  
8 Inventories for sale or use ............   8  
9 Prepaid expenses and deferred charges ...... 1,534,663 9 1,185,747
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 7,567,042
b Less: accumulated depreciation 10b 3,655,383 5,527,266 10c 3,911,659
11 Investments—publicly traded securities . 825,370,183 11 748,842,070
12 Investments—other securities. See Part IV, line 11 ..... 840,535,105 12 658,596,554
13 Investments—program-related. See Part IV, line 11 .. 711,985 13 636,544
14 Intangible assets ............... 3,660,817 14 1,546,929
15 Other assets. See Part IV, line 11 ........... 0 15 16,942
16 Total assets. Add lines 1 through 15 (must equal line 33)... 1,685,175,689 16 1,438,876,083
Liabilities 17 Accounts payable and accrued expenses ..... 4,113,754 17 2,366,461
18 Grants payable ... 27,348,348 18 44,277,139
19 Deferred revenue ......... 3,520,467 19 3,021,977
20 Tax-exempt bond liabilities .........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
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 .........
  22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ..   24  
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 8,112 25 870,730
26 Total liabilities. Add lines 17 through 25.. 34,990,681 26 50,536,307
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 ..........   27  
28 Net assets with donor restrictions ...........   28  
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 ..... 0 29 0
30 Paid-in or capital surplus, or land, building or equipment fund ... 0 30 0
31 Retained earnings, endowment, accumulated income, or other funds 1,650,185,008 31 1,388,339,776
32 Total net assets or fund balances ........... 1,650,185,008 32 1,388,339,776
33 Total liabilities and net assets/fund balances ........ 1,685,175,689 33 1,438,876,083
Form 990 (2021)
Form 990 (2021)
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
113,336,052
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
88,020,060
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
25,315,992
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
1,650,185,008
5
Net unrealized gains (losses) on investments ...............
5
-113,955,334
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
-173,205,890
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
1,388,339,776
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 on
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
 
No
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 (2021)
Form 990 (2021)
Additional Data


Software ID:  
Software Version:  
Form 990, 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
2022
Name of the organization
THE HEALTH FOUNDATION
 
Employer identification number

98-0570141
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) (2022)
Schedule B (Form 990) (2022) Page 2
Name of organization
THE HEALTH FOUNDATION
  		Employer identification number
98-0570141
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) (2022)
Schedule B (Form 990) (2022)
Page 3
Name of organization
THE HEALTH FOUNDATION
  		Employer identification number

98-0570141
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) (2022)
Schedule B (Form 990) (2022)
Page 4
Name of organization
THE HEALTH FOUNDATION
  		Employer identification number

98-0570141
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) (2022)
Additional Data


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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
2021
Open to Public Inspection
Name of the organization
THE HEALTH FOUNDATION
 
Employer identification number

98-0570141
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) 2021

Schedule D (Form 990) 2021
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 .... 1,517,554,843 1,502,232,376 1,398,056,179 1,262,092,166 1,285,904,613
b Contributions ...          
c Net investment earnings, gains, and losses 8,049,322 216,573,897 127,295,517 180,963,353 -24,954,493
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ... 		59,231,811 53,632,209 53,672,067 43,921,070 45,303,808
f Administrative expenses .... 15,054,254 7,939,569 5,982,195 6,329,294 6,438,448
g End of year balance ...... 1,451,318,100 1,657,234,495 1,465,697,434 1,392,805,155 1,209,207,864
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet100.000 %
b
Permanent endowment SchDMd Bullet0 %
c
Term endowment SchDMd Bullet0 %
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)
Yes
 
(ii) Related organizations .................
3a(ii)
Yes
 
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
Yes
 
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   6,488,923 2,577,264 3,911,659
d Equipment ....   1,078,119 1,078,119 0
e Other .....        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 3,911,659
Schedule D (Form 990) 2021

Schedule D (Form 990) 2021
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
(A) VICTORIA FUND LIMITED PARTNERSHIP		 534,853,910 F

(B) BLACKROCK UK PROPERTY FUND		 33,838,867 F

(C) THE CHARITIES PROPERTY FUND (CORDEA SAVI)		 58,338,762 F

(D) COLCHESTER		 20,531,727 F

(E) MAYFAIR-PITCH FUND		 11,033,288 F
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 658,596,554
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
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
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
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
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  
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 870,730
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) 2021

Schedule D (Form 990) 2021
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 -623,820
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a -113,955,334
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 -113,955,334
3 Subtract line 2e from line 1.................. 3 113,331,514
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 4,538
c Add lines 4a and 4b.................... 4c 4,538
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 113,336,052
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 88,015,522
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 0
3 Subtract line 2e from line 1................... 3 88,015,522
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 4,538
c Add lines 4a and 4b..................... 4c 4,538
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 88,020,060
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
PART V, LINE 4: THE EXPENDABLE FUND OF THE HEALTH FOUNDATION (THE FOUNDATION) WAS CREATED FOLLOWING THE SALE OF PPP HEALTHCARE GROUP TO THE GUARDIAN ROYAL EXCHANGE GROUP IN 1998. THE FUND BALANCE REPRESENTS THE PROCEEDS FROM THE SALE OF INVESTMENTS, WHICH WERE DONATED TO THF BY THE OWNERS OF PPP PLUS CUMULATIVE NET INVESTMENT GAINS LESS TRANSFERS TO THE FOUNDATION'S UNRESTRICTED FUND WHICH IS USED TO FUND THE FOUNDATION'S CHARITABLE ACTIVITIES. THE BOARD OF GOVERNORS HAS DECIDED AS A MATTER OF POLICY THAT EACH YEAR AN AMOUNT UP TO THE "SPENDABLE AMOUNT" CAN BE TRANSFERRED FROM THE EXPENDABLE ENDOWMENT FUND TO THE UNRESTRICTED FUND. THE SPENDABLE AMOUNT USES A FORMULA OF 4% OF THE THREE YEAR TRAILING AVERAGE OF THE VALUE OF THF'S INVESTMENTS.
PART XI, LINE 4B - OTHER ADJUSTMENTS: FOREIGN EXCHANGE GAIN 4,538.
PART XII, LINE 4B - OTHER ADJUSTMENTS: FOREIGN EXCHANGE GAIN 4,538.
PART X, LINE 1 THE FOUNDATION HAS PROVIDED $200,182 FOR STAFF PENSION COMMITMENTS AND $561,459 OF PENSION PROVISION FOR A FORMER CEO. THIS IS AN ESTIMATE BASED ON ACTUARIAL ADVICE.
PART X, XI, AND XIII THE FOUNDATION'S ANNUAL FINANCIAL STATEMENTS FOR 2022 ARE AVAILABLE ONLINE. FOR THE WEB ADDRESS, REFER TO THE DISCLOSURE FOR PART VI, SECTION C, LINE 19 ON SCHEDULE O.
PART VII, LINE 3(A), (B), (C) PART VII, LINE (3)(A) - THE VICTORIA FUND LIMITED PARTNERSHIP IS FULLY DESCRIBED IN SCHEDULE R AND IS COMPRISED OF HEDGE FUND, CURRENCY HEDGING, PRIVATE EQUITY, INFRASTRUCTURE AND CASH. VALUATION ARE PROVIDED BY THIRD PARTY ADMINISTRATORS AND THE FUND VALUE AT YEAR END WAS $534,853,910. PART VII, LINE (3)(B)- BLACKROCK UK PROPERTY FUND IS NON-LISTED PROPERTY FUND OPEN TO SELECTED INVESTORS. THE FUND IS VALUED BY BLACKROCK'S PROPERTY MANAGERS AND THE YEAR-END VALUE WAS $33,838,867. PART VII, LINE (3)(C) - THE CHARITIES PROPERTY FUND (CORDEA SAVI) IS A NON-LISTED PROPERTY FUND OPEN TO CHARITIES FOR INVESTMENT. THE FUND IS VALUED BY SAVILLS MANAGEMENT AND THE FUND VALUE AT YEAR END WAS $58,338,762.
Schedule D (Form 990) 2021


Additional Data


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Software Version:  




SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990.Right pointing arrow large image Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
Name of the organization
THE HEALTH FOUNDATION
 
Employer identification number

98-0570141
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of its grants and
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in the region (d) Activities conducted in region (by type) (such as, fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in the region		 (f) Total expenditures
for and investments
in the region
EUROPE (INCLUDING ICELAND AND GREENLAND) 0 0 INVESTMENTS   643,413,900
EAST ASIA AND THE PACIFIC 0 0 INVESTMENTS   145,510,123
EUROPE (INCLUDING ICELAND AND GREENLAND) 1 223 GRANTMAKING   44,633,733
EUROPE (INCLUDING ICELAND AND GREENLAND) 0 0 PROGRAM SERVICES OTHER PROGRAM COSTS 19,615,372
EUROPE (INCLUDING ICELAND AND GREENLAND) 0 0 MANAGEMENT AND GENERAL   16,589,678
NORTH AMERICA (WHICH INCLUDES CANADA AND MEXICO, BUT NOT THE U.S.) 0 0 INVESTMENTS   5,846,454
SOUTH AMERICA 0 0 INVESTMENTS   2,353
SOUTH ASIA 0 0 GRANTMAKING   1,233
           
           
           
           
           
           
           
           
           
3a Sub-total .... 1 223 875,612,846
b Total from continuation sheets to Part I ... 0 0 0
c Totals (add lines 3a and 3b) 1 223 875,612,846
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2022
Schedule F (Form 990) 2022
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)		 (c) Region (d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount
of noncash
assistance 		(h) Description
of noncash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
EUROPE (INCLUDING ICELAND AND GREENLAND) SUPPORTING IMPROVEMENT 25,996,995 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) PROMOTING HEALTHY LIVES FOR ALL 1,823,576 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) PROMOTING HEALTHY LIVES FOR ALL 1,577,578 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) OTHER 924,784 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) HEALTH AND CARE SUSTAINABILITY 893,629 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) HEALTH AND CARE SUSTAINABILITY 893,512 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) OTHER 584,677 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) PROMOTING HEALTHY LIVES FOR ALL 417,567 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) SUPPORTING IMPROVEMENT 307,645 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) SUPPORTING IMPROVEMENT 339,376 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) HEALTH CARE AND SUSTAINABILITY, PROMOTING HEALTHY LIVES FOR ALL 496,961 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) PROMOTING HEALTHY LIVES FOR ALL 213,582 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) PROMOTING HEALTHY LIVES FOR ALL 198,188 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) PROMOTING HEALTHY LIVES FOR ALL, HEALTH AND CARE SUSTAINABILITY 355,219 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) PROMOTING HEALTHY LIVES FOR ALL 164,829 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) OTHER 110,199 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) SUPPORTING IMPROVEMENT 92,622 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) SUPPORTING IMPROVEMENT 92,478 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) SUPPORTING IMPROVEMENT 92,478 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) SUPPORTING IMPROVEMENT, PROMOTING HEALTHY LIVES FOR ALL 114,732 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) DATA ANALYTICS FOR BETTER HEALTH 90,778 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) PROMOTING HEALTHY LIVES FOR ALL 86,803 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) HEALTH AND CARE SUSTAINABILITY 86,112 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) PROMOTING HEALTHY LIVES FOR ALL 85,164 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) DATA ANALYTICS FOR BETTER HEALTH, SUPPORTING IMPROVEMENT 121,440 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) PROMOTING HEALTHY LIVES FOR ALL 124,717 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) SUPPORTING IMPROVEMENT 73,718 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) PROMOTING HEALTHY LIVES FOR ALL 64,707 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) SUPPORTING IMPROVEMENT 110,974 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) PROMOTING HEALTHY LIVES FOR ALL, DATA ANALYTICS FOR BETTER HEALTH 281,187 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) SUPPORTING IMPROVEMENT 49,322 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) SUPPORTING IMPROVEMENT 98,640 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) SUPPORTING IMPROVEMENT 98,574 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) SUPPORTING IMPROVEMENT 147,064 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) SUPPORTING IMPROVEMENT 49,322 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) SUPPORTING IMPROVEMENT 73,983 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) SUPPORTING IMPROVEMENT 49,313 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) SUPPORTING IMPROVEMENT 49,284 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) SUPPORTING IMPROVEMENT 48,634 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) SUPPORTING IMPROVEMENT 48,473 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) SUPPORTING IMPROVEMENT 43,039 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) HEALTH AND CARE SUSTAINABILITY 39,726 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) PROMOTING HEALTHY LIVES FOR ALL 36,984 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) SUPPORTING IMPROVEMENT 42,953 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) PROMOTING HEALTHY LIVES FOR ALL 36,750 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) SUPPORTING IMPROVEMENT 35,758 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) PROMOTING HEALTHY LIVES FOR ALL 34,871 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) PROMOTING HEALTHY LIVES FOR ALL 33,239 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) PROMOTING HEALTHY LIVES FOR ALL 32,059 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) DATA ANALYTICS FOR BETTER HEALTH 26,132 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) SUPPORTING IMPROVEMENT 24,661 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) SUPPORTING IMPROVEMENT 24,661 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) SUPPORTING IMPROVEMENT 24,656 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) SUPPORTING IMPROVEMENT 24,464 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) SUPPORTING IMPROVEMENT 46,175 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) DATA ANALYTICS FOR BETTER HEALTH 16,411 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) SUPPORTING IMPROVEMENT 18,496 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) SUPPORTING IMPROVEMENT 18,493 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) SUPPORTING IMPROVEMENT 18,492 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) SUPPORTING IMPROVEMENT 18,433 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) SUPPORTING IMPROVEMENT 16,687 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) SUPPORTING IMPROVEMENT 14,797 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) PROMOTING HEALTHY LIVES FOR ALL 109,610 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) HEALTH AND CARE SUSTAINABILITY, DATA ANALYTICS FOR BETTER HEALTH 126,374 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) PROMOTING HEALTHY LIVES FOR ALL 12,330 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) SUPPORTING IMPROVEMENT 9,568 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) SUPPORTING IMPROVEMENT 6,936 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) OTHER 15,413 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) OTHER 16,030 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) OTHER 18,496 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) OTHER 12,330 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) OTHER 9,248 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) OTHER 6,165 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) OTHER 9,248 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) OTHER 18,496 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) OTHER 7,398 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) OTHER 7,398 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) OTHER 20,729 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) OTHER 6,165 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) OTHER 6,165 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) SUPPORTING IMPROVEMENT 36,991 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) DATA ANALYTICS FOR BETTER HEALTH 123,304 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) PROMOTING HEALTHY LIVES FOR ALL 36,991 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) PROMOTING HEALTHY LIVES FOR ALL 25,435 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) PROMOTING HEALTHY LIVES FOR ALL 42,450 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) PROMOTING HEALTHY LIVES FOR ALL 14,815 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) PROMOTING HEALTHY LIVES FOR ALL 11,716 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) SUPPORTING IMPROVEMENT 112,814 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) SUPPORTING IMPROVEMENT 9,229 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) SUPPORTING IMPROVEMENT, IMPROVING POLICY 464,031 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) PROMOTING HEALTHY LIVES FOR ALL 7,425 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) HEALTH AND CARE SUSTAINABILITY 11,364 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) SUPPORTING IMPROVEMENT, DATA ANALYTICS FOR BETTER HEALTH 167,762 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) PROMOTING HEALTHY LIVES FOR ALL 21,529 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) IMPROVING POLICY 338,801 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) SUPPORTING IMPROVEMENT 585,697 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) HEALTH AND CARE SUSTAINABILITY 103,280 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) PROMOTING HEALTHY LIVES FOR ALL 9,322 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) PROMOTING HEALTHY LIVES FOR ALL 86,313 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) PROMOTING HEALTHY LIVES FOR ALL 12,101 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) PROMOTING HEALTHY LIVES FOR ALL 81,118 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) PROMOTING HEALTHY LIVES FOR ALL 74,133 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) DATA ANALYTICS FOR BETTER HEALTH 15,980 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) IMPROVING POLICY 30,943 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) SUPPORTING IMPROVEMENT 297,379 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) PROMOTING HEALTHY LIVES FOR ALL 6,164 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) PROMOTING HEALTHY LIVES FOR ALL 21,602 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) PROMOTING HEALTHY LIVES FOR ALL 48,849 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) SUPPORTING IMPROVEMENT, IMPROVING POLICY 90,237 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) PROMOTING HEALTHY LIVES FOR ALL 73,613 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) PROMOTING HEALTHY LIVES FOR ALL 72,323 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) PROMOTING HEALTHY LIVES FOR ALL 75,462 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) HEALTH AND CARE SUSTAINABILITY 49,322 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) PROMOTING HEALTHY LIVES FOR ALL 1,412,379 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) SUPPORTING IMPROVEMENT 165,281 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) PROMOTING HEALTHY LIVES FOR ALL 85,154 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) PROMOTING HEALTHY LIVES FOR ALL 123,316 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) SUPPORTING IMPROVEMENT 39,624 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) DATA ANALYTICS FOR BETTER HEALTH 349,446 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) DATA ANALYTICS FOR BETTER HEALTH 147,522 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) IMPROVING POLICY 42,490 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) SUPPORTING IMPROVEMENT 34,747 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) SUPPORTING IMPROVEMENT 33,892 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) DATA ANALYTICS FOR BETTER HEALTH 20,454 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) IMPROVING POLICY 240,011 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) DATA ANALYTICS FOR BETTER HEALTH 60,592 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) SUPPORTING IMPROVEMENT 41,655 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) SUPPORTING IMPROVEMENT 19,420 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) SUPPORTING IMPROVEMENT 67,139 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) DATA ANALYTICS FOR BETTER HEALTH 17,756 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) DATA ANALYTICS FOR BETTER HEALTH 127,276 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) SUPPORTING IMPROVEMENT 24,266 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) SUPPORTING IMPROVEMENT 12,577 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) SUPPORTING IMPROVEMENT 14,096 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) IMPROVING POLICY 254,083 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) DATA ANALYTICS FOR BETTER HEALTH 12,330 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) SUPPORTING IMPROVEMENT 28,804 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) DATA ANALYTICS FOR BETTER HEALTH 45,893 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) SUPPORTING IMPROVEMENT 36,178 BACS TRF 0    
EUROPE (INCLUDING ICELAND AND GREENLAND) NET PRIOR YEAR GRANT REFUNDS -858,226 BACS TRF 0    
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......MediumBullet
105
3 Enter total number of other organizations or entities .......................MediumBullet
34
Schedule F (Form 990) 2022
Schedule F (Form 990) 2022Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant 		(e) Manner of cash
disbursement 		(f) Amount of
noncash
assistance 		(g) Description
of noncash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
SUPPORTING IMPROVEMENT EUROPE (INCLUDING ICELAND AND GREENLAND) 4 99,690 BACS TRF      
PROMOTING HEALTHY LIVES FOR ALL EUROPE (INCLUDING ICELAND AND GREENLAND) 5 69,842 BACS TRF      
HEALTH AND CARE SUSTAINABILITY EUROPE (INCLUDING ICELAND AND GREENLAND) 3 69,004 BACS TRF      
IMPROVING POLICY EUROPE (INCLUDING ICELAND AND GREENLAND) 4 25,663 BACS TRF      
DATA ANALYTICS FOR BETTER HEALTH EUROPE (INCLUDING ICELAND AND GREENLAND) 3 39,245 BACS TRF      
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2022
Schedule F (Form 990) 2022
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) 2022
Schedule F (Form 990) 2022
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information. See instructions.
ReturnReference Explanation
PART I, LINE 2: THE HEALTH FOUNDATION (THE FOUNDATION) DEVELOPS PROGRAMS THAT WILL ADVANCE ITS CHARITABLE OBJECTIVES. ONCE A PROGRAM IS DEVELOPED, THE FOUNDATION WILL SEEK APPLICATIONS FROM INDIVIDUALS AND ORGANIZATIONS TO CARRY OUT PORTIONS OF THE PROGRAM. THESE APPLICATIONS REQUEST INFORMATION ABOUT THE QUALIFICATIONS, EXPERIENCE AND CAPABILITIES OF ALL APPLICANTS, MEETINGS WITH APPLICANTS TO EXPLAIN WHY THEY WISH TO PARTICIPATE AND A DESCRIPTION OF HOW THE APPLICANT WILL CARRY OUT THE PROGRAM OBJECTIVES. APPLICANTS ARE THEN SCREENED BY A SELECTION PANEL OF THE FOUNDATION WHICH MAY INCLUDE SOME NOMINATED EXTERNAL PEOPLE OF SPECIALIST KNOWLEDGE AND THOSE WHO ARE SUCCESSFUL MUST ENTER INTO AN AWARD AGREEMENT THAT DEFINES THE REQUIREMENTS OF THE GRANT. THE AWARD AGREEMENT CONTAINS PROVISION WHICH REQUIRE REGULAR REPORTING BY THE GRANTEE TO ENSURE THE GRANT IS ONLY USED FOR THE SPECIFIC PURPOSE. THE AGREEMENT REQUIRES ANY UNSPENT GRANT MONIES TO BE RETURNED AT THE CONCLUSION OF THE PROGRAM AND THE FOUNDATION HAS THE RIGHT TO TERMINATE THE AGREEMENT IF THERE IS ANY MATERIAL BREACH. WHERE NEGATIVE FIGURES APPEAR IN PART II, THIS IS A RESULT OF UNSPENT GRANT BEING RETURNED OR TERMINATION OF AGREEMENTS.
PART I, LINE 3: IN ACCORDANCE WITH IRS INSTRUCTIONS, ALL AMOUNTS REPORTED IN PARTS I, II, AND III OF SCHEDULE F ARE REPORTED USING THE ACCRUAL BASIS OF ACCOUNTING, THE SAME METHOD OF ACCOUNTING USED IN THE FINANCIAL STATEMENTS.
PART III ACCOUNTING METHOD:  
SCHEDULE F, PART I, LINE 3 PART I, LINE 3, COLUMN (B)- THE FOUNDATION HAS ONE OFFICE IN EUROPE FROM WHICH ALL ITS ACTIVITIES ARE CARRIED OUT. PART I, LINE 3 - PROGRAM SERVICES EXPENSES, INCLUDING GRANT-MAKING, ARE ALL ITEMIZED IN FORM 990, PART IX, COLUMN (B), LINES 5-24.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2022
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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
2022
Open to Public
Inspection
Name of the organization
THE HEALTH FOUNDATION
 
Employer identification number
98-0570141
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) THE COMMONWEALTH FUND
1 EAST 75TH STREET
NEW YORK,NY10021 		13-1635260 501(C)(3) 542,540 0     IMPROVING POLICY
(2) INSITUTE FOR HEALTHCARE IMPROVEMENT
53 STATE STREET 19TH FLOOR
BOSTON,MA02109 		38-3017223 501(C)(3) 305,115 0     SUPPORTING IMPROVEMENT
(3) SOCIAL SCIENCE RESEARCH SOLUTIONS
155 GAITHER DRIVE SUITE A
MT LAUREL,NJ08054 		23-2776958 N/A 144,952 0     IMPROVING POLICY
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
2
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
1
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2022

Schedule I (Form 990) 2022
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
PART I, LINE 2: THE HEALTH FOUNDATION DEVELOPS PROGRAMS THAT WILL ADVANCE ITS CHARITABLE OBJECTIVES. ONCE A PROGRAM IS DEVELOPED, THE FOUNDATION WILL SEEK APPLICATIONS FROM INDIVIDUALS AND ORGANIZATIONS TO CARRY OUT PORTIONS OF THE PROGRAM. THESE APPLICATIONS REQUEST INFORMATION ABOUT THE QUALIFICATION, EXPERIENCE AND CAPABILITIES OF ALL APPLICANTS, MEETINGS WITH APPLICANTS, AND WHY THEY WISH TO PARTICIPATE AND A DESCRIPTION OF HOW THE APPLICANT WILL CARRY OUT THE PROGRAM OBJECTIVES. APPLICANTS ARE THEN SCREENED BY A SELECTION PANEL OF THE FOUNDATION WHICH MAY INCLUDE SOME NOMINATED EXTERNAL PEOPLE OF SPECIALIST KNOWLEDGE AND THOSE WHO ARE SUCCESSFUL MUST ENTER INTO AN AWARD AGREEMENT THAT DEFINES THE REQUIREMENTS OF THE GRANT. THE AWARD AGREEMENT CONTAINS PROVISIONS WHICH ALLOW THE FOUNDATION TO PERFORM SITE MONITORING AND REQUIRES REGULAR REPORTING BY THE GRANTEE TO ENSURE THE GRANT IS USED ONLY FOR THE SPECIFIED PURPOSE. THE AGREEMENT REQUIRES THAT ANY UNSPENT GRANT MONIES SHALL BE RETURNED AT THE CONCLUSION OF THE PROGRAM AND THF HAS THE RIGHT TO TERMINATE AN AWARD AGREEMENT AT ANY TIME IF THERE IS A MATERIAL BREACH.
Schedule I (Form 990) 2022



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Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
Name of the organization
THE HEALTH FOUNDATION
 
Employer identification number

98-0570141
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
Yes
 
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
Yes
 
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
Yes
 
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
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) 2022

Schedule J (Form 990) 2022
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, 1099-MISC compensation, and/or 1099-NEC (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
1DR JENNIFER DIXON
CHIEF EXECUTIVE 		(i)

(ii)		 320,671
-------------
0 		0
-------------
0 		0
-------------
0 		0
-------------
0 		1,023
-------------
0 		321,694
-------------
0 		0
-------------
0
2MS CATHERINE IRVING
DIRECTOR OF STRATEGY - UNTIL 12/2022 		(i)

(ii)		 172,574
-------------
0 		0
-------------
0 		105,734
-------------
0 		20,630
-------------
0 		74
-------------
0 		299,012
-------------
0 		0
-------------
0
3GAURAV SHRIVASTAVAINTERIMHEAD
IT & OP UNTIL 07/22 THEN CONTRACTOR 		(i)

(ii)		 248,104
-------------
0 		0
-------------
0 		0
-------------
0 		0
-------------
0 		0
-------------
0 		248,104
-------------
0 		0
-------------
0
4DR JOANNA BIBBY
DIRECTOR OF HEALTH 		(i)

(ii)		 215,928
-------------
0 		0
-------------
0 		0
-------------
0 		23,173
-------------
0 		0
-------------
0 		239,101
-------------
0 		0
-------------
0
5MS ANITA CHARLESWORTH
DIR. OF RESEARCH & THE REAL CENTRE 		(i)

(ii)		 210,798
-------------
0 		0
-------------
0 		0
-------------
0 		0
-------------
0 		99
-------------
0 		210,897
-------------
0 		0
-------------
0
6MR PAUL HACKWELL
COO - UNTIL 07/2022, THEN CONSULTANT 		(i)

(ii)		 198,725
-------------
0 		0
-------------
0 		0
-------------
0 		0
-------------
0 		231
-------------
0 		198,956
-------------
0 		0
-------------
0
7CHARLES TALLACK
DIRECTOR OF DATA ANALYTICS 		(i)

(ii)		 148,902
-------------
0 		0
-------------
0 		0
-------------
0 		22,974
-------------
0 		0
-------------
0 		171,876
-------------
0 		0
-------------
0
8PENNY PEREIRA
Q MANAGING DIRECTOR 		(i)

(ii)		 151,057
-------------
0 		0
-------------
0 		0
-------------
0 		16,216
-------------
0 		0
-------------
0 		167,273
-------------
0 		0
-------------
0
Schedule J (Form 990) 2022

Schedule J (Form 990) 2022
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
PART I, LINE 1A DR. JENNIFER DIXON, WHO SERVES AS CHIEF EXECUTIVE AND ANITA CHARLESWORTH, WHO SERVES AS A DIRECTOR OF RESEARCH AND REAL CENTRE, RECEIVED WELLNESS BENEFITS SUCH AS ACCESS TO FITNESS CLUB AND PERSONAL TRAVEL INSURANCE.
PART I, LINE 1B EMPLOYEE BENEFITS POLICIES, WHICH ARE APPLICABLE TO ALL EMPLOYEES EQUITABLY REGARDLESS OF RANKING IN THE ORGANISATION.
PART I, LINE 4A CATHERINE IRVING - DIRECTOR OF STRATEGY - $105,734
SCHEDULE J, PART II THE HEALTH FOUNDATION (THE FOUNDATION) IS A FOREIGN ORGANIZATION AND REPORTS IN POUNDS STERLING. ALL AMOUNTS ON THIS SCHEDULE IN US $ CONVERTED AT THE RATE $1/0.811. UNDER THF'S MEMORANDUM & ARTICLES OF ASSOCIATION (M&AA), THE TRUSTEES ARE DESCRIBED AS GOVERNORS. THE M&AA STATE THAT GOVERNORS SHALL NOT BE ENTITLED TO ANY REMUNERATION FOR ACTING AS GOVERNORS.
Schedule J (Form 990) 2022

Additional Data


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

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
2021
Open to Public
Inspection
Name of the organization
THE HEALTH FOUNDATION
 
Employer identification number

98-0570141
Return Reference Explanation
FORM 990, PARTS VIII, IX, X: EXCHANGE RATE - THE HEALTH FOUNDATION (THE FOUNDATION) IS A FOREIGN ORGANIZATION AND REPORTS IN POUNDS STERLING. ALL AMOUNTS ON THIS SCHEDULE IN US $ CONVERTED AT THE RATE $1/0.811. UNDER THF'S MEMORANDUM & ARTICLES OF ASSOCIATION (M&AA), THE TRUSTEES ARE DESCRIBED AS GOVERNORS. THE M&AA STATE THAT GOVERNORS SHALL NOT BE ENTITLED TO ANY REMUNERATION FOR ACTING AS GOVERNORS.
FORM 990, PART V, LINE 2B: THE FOUNDATION IS A FOREIGN ORGANIZATION WITH ALL OF ITS ACTIVITIES CARRIED OUT FROM ITS LONDON OFFICE. IT DOES NOT HAVE EMPLOYEES IN THE U.S. AND THEREFORE DOES NOT FILE FORM W-3. THE FULL TIME EQUIVALENT AVERAGE NUMBER OF PERSONS, ALL EMPLOYED IN LONDON, WAS 223.
FORM 990, PART V, LINE 4B: THE FOUNDATION IS A FOREIGN ORGANIZATION AND THEREFORE DOES NOT FILE FORM TD F 90-22.1. ALL BANK ACCOUNTS ARE HELD WITH MAJOR BANKS IN THE UNITED KINGDOM.
FORM 990, PART VI, SECTION A, LINE 6 IN ITS MEMORANDUM & ARTICLES OF ASSOCIATION (M&AA), THE FOUNDATION DESCRIBES ITS TRUSTEES AS "GOVERNORS AND 12 GOVERNORS COMPRISE THE BOARD OF GOVERNORS OF THE FOUNDATION. THE M&AA ALSO STATES THAT GOVERNORS ARE THE MEMBERS OF THE FOUNDATION. THE MEMBERS ARE NOT STOCKHOLDERS OF THE FOUNDATION - AS PREVIOUSLY EXPLAINED IN SCHEDULE O, THE FOUNDATION IS A COMPANY LIMITED BY GUARANTEE AND THEREFORE IT CANNOT HAVE A SHARE CAPITAL.
FORM 990, PART VI, SECTION A, LINE 7A THE EXISTING GOVERNORS ELECT NEW GOVERNORS TO THE FOUNDATION. THE PROCESS IS BEGUN BY THE REMUNERATION AND GOVERNANCE COMMITTEE, A COMMITTEE OF THE BOARD. IT INTERVIEWS PROSPECTIVE CANDIDATES AND THEN MAKES A RECOMMENDATION TO THE BOARD. ELECTIONS OF GOVERNORS CAN TAKE PLACE AT MEETINGS OF THE BOARD OF GOVERNORS HOWEVER THIS IS NORMALLY DONE VIA WRITTEN RESOLUTION. THE M&AA LIMIT THE NUMBER OF TERMS FOR WHICH A GOVERNOR MAY BE ELECTED AND THE LENGTH OF EACH TERM.
FORM 990, PART VI, SECTION A, LINE 7B SEE EXPLANATION FOR PART VI, SECTION A, LINE 7A.
FORM 990, PART VI, SECTION B, LINE 11B THE FORM HAS BEEN COMPILED BY THE FINANCIAL TEAM, WITH GOVERNANCE ELEMENTS CHECKED BY THE HEAD OF GOVERNANCE AND FINAL REVIEW CARRIED OUT BY THE CHIEF FINANCE OFFICER. THE BOARD OF GOVERNORS HAS BEEN PROVIDED WITH THE FORM.
FORM 990, PART VI, SECTION B, LINE 12C A GOVERNOR MUST DECLARE THE NATURE AND EXTENT OF ANY DIRECT OR INDIRECT INTEREST WHICH HE OR SHE HAS IN A PROPOSED TRANSACTION OR ARRANGEMENT WITH THE FOUNDATION; AND ANY DUTY OR ANY DIRECT OR INDIRECT INTEREST WHICH HE OR SHE HAS WHICH CONFLICTS OR MAY CONFLICT WITH THE INTERESTS OF THE FOUNDATION OR HIS OR HER DUTIES TO THE FOUNDATION. IF A GOVERNOR'S INTEREST OR DUTY CANNOT REASONABLY BE REGARDED AS LIKELY TO GIVE RISE TO A CONFLICT OF INTEREST OR A CONFLICT OF DUTIES WITH OR IN RESPECT OF THE FOUNDATION, HE OR SHE IS ENTITLED TO PARTICIPATE IN THE DECISION-MAKING PROCESS, TO BE COUNTED IN THE QUORUM AND TO VOTE IN RELATION TO THE MATTER. ANY UNCERTAINTY ABOUT WHETHER A GOVERNOR'S INTEREST OR DUTY IS LIKELY TO GIVE RISE TO A CONFLICT SHALL BE DETERMINED BY A MAJORITY DECISION OF THE OTHER GOVERNORS TAKING PART IN THE DECISION-MAKING PROCESS. IF A GOVERNOR'S INTEREST OR DUTY GIVES RISE (OR COULD REASONABLY BE REGARDED AS LIKELY TO GIVE RISE) TO A CONFLICT OF INTEREST OR A CONFLICT OF DUTIES WITH OR IN RESPECT OF THE FOUNDATION, HE OR SHE MAY PARTICIPATE IN THE DECISION-MAKING PROCESS AND MAY BE COUNTED IN THE QUORUM AND VOTE UNLESS UNDER SPECIFIC CIRCUMSTANCES DETAILS IN THE FOUNDATION'S FULL CONFLICT OF INTEREST POLICY. IF REQUIRED, A GOVERNOR WITH A CONFLICT OF INTEREST OR CONFLICT OF DUTIES MUST TAKE PART IN THE DECISION-MAKING PROCESS ONLY TO SUCH EXTENT AS IN THE VIEW OF THE CHAIR IS NECESSARY TO INFORM THE DEBATE; NOT BE COUNTED IN THE QUORUM FOR THAT PART OF THE PROCESS; AND WITHDRAW DURING THE VOTE AND HAVE NO VOTE ON THE MATTER.
FORM 990, PART VI, SECTION B, LINE 15 THE REMUNERATION AND GOVERNANCE COMMITTEE OF THE BOARD, WHICH MEETS REGULARLY, APPROVES THE FRAMEWORK AND POLICY DETERMINING THE OVERALL REWARD STRATEGY APPLICABLE TO FOUNDATION EMPLOYEES. IT ALSO DETERMINES THE REWARD, BENEFITS AND - IN THE WIDEST SENSE - COMPENSATION OF THE MEMBERS OF THE EXECUTIVE TEAM WHICH INCLUDES THE CHIEF EXECUTIVE. THE FOUNDATION ENGAGES IN A RIGOROUS PROCESS OF BENCHMARKING THE SENIOR MANAGEMENT'S COMPENSATION TO CONFIRM THAT COMPENSATION OF FOUNDATION STAFF HAS BEEN REASONABLE IN AMOUNT IN LIGHT OF EACH INDIVIDUAL'S DUTIES AND RESPONSIBILITIES AND CONFIRMS THESE LEVELS ARE APPROPRIATE WHEN COMPARED TO OTHER SIMILAR INSTITUTIONS IN THE UK.
FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION'S GOVERNING DOCUMENT IS ITS MEMORANDUM AND ARTICLES OF ASSOCIATION (M&AA), AS AMENDED FROM TIME TO TIME, WHICH UNDER THE APPLICABLE LAW IN ENGLAND & WALES, IS FILED AT COMPANIES HOUSE, CROWN WAY, MAINDY, CARDIFF, CF14 3UZ, WALES. COPIES OF THE M&AA MAY BE OBTAINED FROM COMPANIES HOUSE USING ITS WEBSITE- WWW.COMPANIESHOUSE.GOV.UK- UPON PAYMENT OF A NOMINAL FEE. THE COMPANY REGISTRATION NUMBER IS 01714937. THE FOUNDATION'S ANNUAL REPORT, WHICH INCLUDES THE AUDITED FINANCIAL STATEMENTS, IS FILED AT COMPANIES HOUSE AND ALSO WITH THE CHARITY COMMISSION OF ENGLAND & WALES. SOFT COPIES MAY BE OBTAINED FREE OF CHARGE USING THE COMMISSION'S WEBSITE- WWW.CHARITY-COMMISSION.GOV/UK. THE FOUNDATION'S CHARITY REGISTRATION NUMBER IS 286967. THE ANNUAL REPORT IS ALSO AVAILABLE IN PDF FORMAT FROM THE FOUNDATION'S OWN WEBSITE- WWW.HEALTH.ORG.UK. THE FOUNDATION DOES PUBLISH ITS DECLARATIONS OF INTEREST AND CONFLICT OF INTEREST POLICY ON ITS PUBLIC WEBSITE. IT MAKES THE POLICY AVAILABLE TO ITS EMPLOYEES THROUGH THE FOUNDATION'S INTRANET WHICH MAY ONLY BE ACCESSED BY CURRENT EMPLOYEES.
FORM 990, PART XI, LINE 9: LOSS ON TRANSLATION -173,205,890.
FORM 990, PART XII, LINE 2A: THE COMPILATION AND REVIEW OF ENTITY'S FINANCIAL STATEMENTS ARE CARRIED OUT BY THF'S PROFESSIONALLY QUALIFIED FINANCE TEAM.
FORM 990, PART XII, LINE 2C: THE BOARD HAS ESTABLISHED AN AUDIT COMMITTEE TO ASSIST THE BOARD IN MEETING ITS RESPONSIBILITIES IN RESPECT OF FINANCIAL REPORTING AND TO PROVIDE A CHANNEL OF COMMUNICATION BETWEEN THE FOUNDATION'S AUDITORS AND THE BOARD. UNDER THE AUDIT COMMITTEE'S TERMS OF REFERENCE, WHICH ARE REVIEWED REGULARLY, THE COMMITTEE, INTER ALIA, REVIEWS THE ANNUAL REPORT AND FINANCIAL STATEMENTS AND REVIEWS THE EXTERNAL AUDITORS' AUDIT FINDINGS. IT ALSO CONSIDERS AND MAKES RECOMMENDATIONS ON THE APPOINTMENT OF EXTERNAL AUDITORS, THE ROTATION OF EXTERNAL AUDITORS' PARTNERS RESPONSIBLE FOR THE AUDIT AND ANY QUESTIONS RELATING TO THE RESIGNATION OR DISMISSAL OF THE EXTERNAL AUDITOR.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) 2021


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
2021
Open to Public Inspection
Name of the organization
THE HEALTH FOUNDATION
 
Employer identification number

98-0570141
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












For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
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
(1) VICTORIA FUND LP INCORPORATED

PO BOX 282 REGENCY COURT GLATEG
ST PETER PORT,GUERNSEYGY1 3RH
UK
INVESTMENT UK THE HEALTH FOUNDATION
  		INVESTMENT 66,486,305 536,897,814   No     No 99.930 %












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) MEDTRUST INNOVATIONS

8 SALISBURY SQUARE
LONDON   EC4Y 8AP
UK
ROYALTIES FROM INVESTMENT IN MEDICAL JOURNAL UK THE HEALTH FOUNDATION
  		C 313,298 944,771 100.000 % Yes  












Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
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
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
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
 
No
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
 
No
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
Yes
 
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
(1) MEDTRUST INNOVATIONS

 C 290,464 FAIR MARKET VALUE
(2) MEDTRUST INNOVATIONS

 O 17,263 FAIR MARKET VALUE
(3) VICTORIA FUND LP INCORPORATED

 S 14,796,547 CASH



Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
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) 2021
Schedule R (Form 990) 2021
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) 2021

Additional Data


Software ID:  
Software Version: