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
POINT32HEALTH FOUNDATION INC
 
% SCOTT WALKER CFO
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
1 WELLNESS WAY
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CANTON, MA020211166
D Employer identification number

26-1374263
E Telephone number

G Gross receipts $ 0
F Name and address of principal officer:
NORA MORENO CARGIE
1 WELLNESS WAY
CANTON,MA020211166
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.POINT32HEALTHFOUNDATION.ORG
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: 2007
M State of legal domicile: MA
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: POINT32HEALTH FOUNDATION WORKS WITH COMMUNITIES TO SUPPORT, ADVOCATE AND ADVANCE HEALTHIER LIVES FOR EVERYONE.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 12
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 1
5 Total number of individuals employed in calendar year 2021 (Part V, line 2a) ...... 5 0
6 Total number of volunteers (estimate if necessary) ............. 6 0
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) ......... 10,500,000 6,000,000
9 Program service revenue (Part VIII, line 2g) ......... 0 0
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 9,185,263 -16,023,856
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 0 0
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 19,685,263 -10,023,856
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 6,144,795 9,305,429
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 1,104,311 0
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).... 544,327 1,998,234
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 7,793,433 11,303,663
19 Revenue less expenses. Subtract line 18 from line 12....... 11,891,830 -21,327,519
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 130,699,273 108,794,480
21 Total liabilities (Part X, line 26)............. 2,533,242 1,955,968
22 Net assets or fund balances. Subtract line 21 from line 20..... 128,166,031 106,838,512
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: SEE SCHEDULE O
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 7,060,247 including grants of $ 6,011,354 ) (Revenue $ 0 )
CAPACITY-BUILDING GRANTS CAPACITY-BUILDING GRANTS INVEST IN NONPROFIT ORGANIZATIONS AND COMMUNITY-LED SOLUTIONS THAT ADDRESS SYSTEMIC INEQUITIES IN CONNECTICUT, MAINE, MASSACHUSETTS, NEW HAMPSHIRE AND RHODE ISLAND.
4b (Code:   ) (Expenses $ 1,441,976 including grants of $ 1,227,751 ) (Revenue $ 0 )
CORPORATE CITIZENSHIP (WORKPLACE GIVING/SPONSORSHIPS) IN 2022, THE POINT32HEALTH FAMILY OF COMPANIES, PARTICIPATED IN CORPORATE CITIZENSHIP ACTIVITIES. THIS INCLUDED FOUNDATION INVESTMENTS IN COMMUNITY THROUGH GRANTS AND SPONSORSHIPS, A MATCH PROGRAM THAT SUPPORTS INDIVIDUAL VOLUNTEERING AND/OR FINANCIAL CONTRIBUTIONS TO QUALIFIED NON-PROFIT ORGANIZATIONS UP TO $500 ANNUALLY FOR EACH EMPLOYEE AND UP TO $5,000 ANNUALLY FOR MEMBERS OF POINT32HEALTH AND FOUNDATION BOARDS OF DIRECTORS. DONATIONS MADE ON #GIVINGTUESDAY ARE MATCHED TWO-FOR-ONE. ADDITIONALLY, THE FOUNDATION MATCHES UP TO $5,000 ANNUALLY FOR EMPLOYEES AT THE DIRECTOR-LEVEL AND ABOVE WHO SERVE ON BOARDS AND OFFERS EMPLOYEES UP TO THE MANAGER LEVEL AN OPPORTUNITY TO DRIECT A MINI GRANT UP TO $300. A MATCH INCENTIVE FOR TEAM-BASED VOLUNTEERING ENCOURAGES SERVICE TO COMMUNITY. ADDITIONALLY, THE FOUNDATION OFFERS SPECIAL MATCH PROGRAMS TO SUPPORT ORGANIZATIONS ADVANCING RACIAL AND SOCIAL JUSTICE, DISASTER RESPONSE AND RELIEF EFFORTS, AND FUNDRAISING PROGRAMS SUCH AS THE WALK TO END ALZHEIMER'S AND NAMI WALKS (TO SUPPORT THE NATIONAL ALLIANCE ON MENTAL ILLNESS). THE CORPORATE CITIZENSHIP PROGRAM SUPPORTS A COMPANY-WIDE VOLUNTEER WEEK, VOLUNTEER SERVICE OPPORTUNITIES THROUGHOUT THE YEAR, AND DRIVES ADDRESSING KEY SOCIAL AND ECONOMIC FACTORS AFFECTING HEALTH (THE SOCIAL DETERMINANTS OF HEALTH): FOOD, HOUSING AND ECONOMIC SECURITY, AND EDUCATION.
4c (Code:   ) (Expenses $ 886,254 including grants of $ 754,589 ) (Revenue $ 0 )
SYSTEMS & BEST PRACTICES GRANTS THE FOUNDATION SUPPORTS BEST PRACTICES AND SYSTEMIC CHANGES TO ADDRESS FOOD INSECURITY, ADVANCE MENTAL HEALTH AND ELIMINATE BARRIERS ADVERSELY AFFECTING OLDER PEOPLE. PROGRAMS CAN EXPAND, SCALE OR REPLICATE "BEST IN CLASS" COLLABORATIONS AND IDEAS THAT ADDRESS THE NEEDS IN THESE THREE AREAS. COMMUNITY ENGAGEMENT AND INPUT SHOULD BE PRIORITIZED.
4d Other program services (Describe in Schedule O.)
(Expenses $ 1,540,613 including grants of $ 1,311,735 ) (Revenue $ 0 )
4e Total program service expensesMediumBullet10,929,090
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 AClick to see attachment
List of Attached Documents:
// Content
.....................
1
Yes
 
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
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in 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 VClick to see attachment
List of Attached Documents:
// Content
......
10
 
No
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X, as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D,
Part VI. Click to see attachment
List of Attached Documents:
// Content
...................
11a
 
No
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment
List of Attached Documents:
// Content
.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment
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
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XII
Click to see attachment
List of Attached Documents:
// Content
......................
12a
Yes
 
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
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........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
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...Click to see attachment
List of Attached Documents:
// Content
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I. See instructions. ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
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
 
No
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 ...
35b
 
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
List of Attached Documents:
// Content
36
Yes
 
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
18
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
Yes
 
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
0
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. See instructions.
2b
 
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources. (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see 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
12
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
1
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
Yes
 
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
Yes
 
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
 
No
b
Other officers or key employees of the organization ................
15b
 
No
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
MA
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:
MediumBulletSCOTT WALKER CFO1 WELLNESS WAY   CANTON,MA020211166 (617) 972-9400
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) CAIN HAYES......................................................................
DIRECTOR
5.0
.................
45.0
X           0 2,440,620 335,990
(2) UMESH KURPAD......................................................................
CFO
5.0
.................
45.0
    X       0 1,495,153 197,450
(3) TISA HUGHES......................................................................
FORMER CLERK
0.0
.................
0.0
          X 0 1,189,371 119,513
(4) KRISTIN LEWIS......................................................................
DIRECTOR
5.0
.................
45.0
X           0 816,127 142,929
(5) ROLAND PRICE......................................................................
TREASURER
5.0
.................
45.0
    X       0 541,488 110,632
(6) NORA MORENO CARGIE......................................................................
DIR; PRES FND & VP CORP CSHIP
50.0
.................
0.0
X   X       0 516,584 76,833
(7) SUSAN KEE......................................................................
CLERK/SECRETARY (START 6/7)
5.0
.................
45.0
    X       0 528,322 61,012
(8) PHILLIP GONZALEZ......................................................................
DIRECTOR, COMM. INVESTMENTS
50.0
.................
0.0
        X   0 205,731 50,210
(9) ALRIE DANIELCZYK......................................................................
DIR, COMM. & STKHOLDER ENGAGE.
50.0
.................
0.0
        X   0 193,539 39,593
(10) NATALIE MACLEAN LEINO......................................................................
CLERK/SECRETARY (END 6/9)
5.0
.................
45.0
    X       0 157,754 41,115
(11) BERTRAM L SCOTT......................................................................
DIRECTOR, CO-CHAIR (END 6/7)
1.0
.................
4.0
X   X       500 61,875 0
(12) GREG SHELL......................................................................
DIR,CO-CHAIR(END6/6)/CHAIR 6/7
1.0
.................
4.0
X   X       6,000 55,000 0
(13) JO ANN SIMONS......................................................................
DIRECTOR
1.0
.................
0.0
X           5,000 0 0
(14) HEIDI BROOKS......................................................................
DIRECTOR
1.0
.................
0.0
X           4,000 0 0
(15) CHARLOTTE GOLAR RICHIE......................................................................
DIRECTOR
1.0
.................
0.0
X           4,000 0 0
(16) BENJAMIN PERKINS......................................................................
DIRECTOR
1.0
.................
0.0
X           4,000 0 0
(17) MARY SKELTON ROBERTS......................................................................
DIRECTOR
1.0
.................
0.0
X           4,000 0 0
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) LEN FISHMAN........................................................................
DIRECTOR
1.0
.......................0.0
X           3,500 0 0
(19) ROBERT LEWIS JR........................................................................
DIRECTOR
1.0
.......................0.0
X           1,000 0 0
(20) MARTY COHEN........................................................................
DIRECTOR
1.0
.......................0.0
X           0 0 0
(21) NANCY GARRABRANTS........................................................................
DIRECTOR (END 9/28)
1.0
.......................0.0
X           0 0 0


















1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 32,000 8,201,564 1,175,277
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet0
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual
...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet0
Form 990 (2021)
Form 990 (2021)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d 6,000,000
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and similar amounts not included above1f 0
g Noncash contributions included in lines 1a - 1f:$ 1g  
h Total. Add lines 1a-1f.......MediumBullet 6,000,000
 Program Service RevenueAmt Business Code
2a
b
c
d
e
f All other program service revenue.        
g Total. Add lines 2a–2f .....MediumBullet 0
 OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet -20,395,426     -20,395,426
4 Income from investment of tax-exempt bond proceedsMediumBullet 0      
5 Royalties...........MediumBullet 0      
(ii) Personal (i) Real
6a Gross rents     6a
b Less: rental expenses     6b
c Rental income or (loss) 0 0 6c
d Net rental income or (loss).......MediumBullet 0      
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory   12,528,797 7a
b Less: cost or other basis and sales expenses   8,157,227 7b
c Gain or (loss)   4,371,570 7c
d Net gain or (loss).........MediumBullet 4,371,570     4,371,570
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
8a 0
b Less: direct expenses ... 8b 0
c Net income or (loss) from fundraising events..MediumBullet 0    
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a 0
b Less: direct expenses ... 9b 0
c Net income or (loss) from gaming activities..MediumBullet 0      
10a Gross sales of inventory, less
returns and allowances ..
10a 0
b Less: cost of goods sold .. 10b 0
c Net income or (loss) from sales of inventory..MediumBullet 0      
Business Code Miscellaneous Revenue
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 0
12 Total revenue. See instructions.....MediumBullet -10,023,856 0 0 -16,023,856
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 .... 9,305,429 9,305,429
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ........... 0  
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. ............. 0  
4 Benefits paid to or for members ....... 0  
5 Compensation of current officers, directors, trustees, and key employees ........... 0      
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ......... 0      
7 Other salaries and wages........ 0      
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 0      
9 Other employee benefits ....... 0      
10 Payroll taxes ........... 0      
11 Fees for services (non-employees):        
a Management ...... 0      
b Legal ......... 0      
c Accounting ........... 50,000 0 50,000 0
d Lobbying ........... 0      
e Professional fundraising services. See Part IV, line 17 0  
f Investment management fees ...... 120,927 0 120,927 0
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 203,806 163,044 40,762 0
12 Advertising and promotion .... 0      
13 Office expenses ....... 70,601 0 70,601 0
14 Information technology ...... 0      
15 Royalties .. 0      
16 Occupancy ........... 0      
17 Travel ............ 2,226 0 2,226 0
18 Payments of travel or entertainment expenses for any federal, state, or local public officials . 0      
19 Conferences, conventions, and meetings .... 12,290 0 12,290 0
20 Interest ........... 0      
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization .. 0      
23 Insurance ... 5,279 0 5,279 0
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a CONTRACTED SERVICES 1,222,928 1,222,928 0 0
b VOLUNTEER EVENTS 145,903 145,903 0 0
c SOFTWARE LICENSES 83,732 66,986 16,746 0
d DUES/MEMBERSHIPS 49,542 0 49,542 0
e All other expenses 31,000 24,800 6,200  
25 Total functional expenses. Add lines 1 through 24e 11,303,663 10,929,090 374,573 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 ........ 0 1 0
2 Savings and temporary cash investments ......... 10,707,927 2 1,436,678
3 Pledges and grants receivable, net ...... 0 3 0
4 Accounts receivable, net ............. 19,793 4 18,547
5 Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
0 5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
0 6 0
7 Notes and loans receivable, net ........... 600,000 7 600,000
8 Inventories for sale or use ............ 0 8 0
9 Prepaid expenses and deferred charges ...... 0 9 0
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a  
b Less: accumulated depreciation 10b   0 10c 0
11 Investments—publicly traded securities . 119,371,553 11 106,739,255
12 Investments—other securities. See Part IV, line 11 ..... 0 12 0
13 Investments—program-related. See Part IV, line 11 .. 0 13 0
14 Intangible assets ............... 0 14 0
15 Other assets. See Part IV, line 11 ........... 0 15 0
16 Total assets. Add lines 1 through 15 (must equal line 33)... 130,699,273 16 108,794,480
Liabilities 17 Accounts payable and accrued expenses ..... 1,957,528 17 1,087,743
18 Grants payable ... 0 18 0
19 Deferred revenue ......... 0 19 0
20 Tax-exempt bond liabilities ......... 0 20 0
21 Escrow or custodial account liability. Complete Part IV of Schedule D 0 21 0
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 0 23 0
24 Unsecured notes and loans payable to unrelated third parties .. 0 24 0
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D 575,714 25 868,225
26 Total liabilities. Add lines 17 through 25.. 2,533,242 26 1,955,968
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 .......... 128,166,031 27 106,838,512
28 Net assets with donor restrictions ........... 0 28 0
Organizations that do not follow FASB ASC 958, check here MediumBullet and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 128,166,031 32 106,838,512
33 Total liabilities and net assets/fund balances ........ 130,699,273 33 108,794,480
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
-10,023,856
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
11,303,663
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
-21,327,519
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
128,166,031
5
Net unrealized gains (losses) on investments ...............
5
 
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
 
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
106,838,512
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 A
(Form 990)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public
Inspection
Name of the organization
POINT32HEALTH FOUNDATION INC
 
Employer identification number

26-1374263
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)
1
2
3
4
5
6
7
8
9
10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................1
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
(A) TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION INC
 
042674079 5 Yes   0 0
Total
1
0 0
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990) 2022

Schedule A (Form 990) 2022
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2018 (b) 2019 (c) 2020 (d) 2021 (e) 2022 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) ..  
6 Public support. Subtract line 5 from line 4.  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2018 (b) 2019 (c) 2020 (d) 2021 (e) 2022 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..            
11 Total support. Add lines 7 through 10  
12
12
 
13
First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
33 1/3% support test—2022. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization .......................right arrow
b
33 1/3% support test—2021. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow
17a
10%-facts-and-circumstances test—2022. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
b
10%-facts-and-circumstances test—2021. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990) 2022

Schedule A (Form 990) 2022
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2018 (b) 2019 (c) 2020 (d) 2021 (e) 2022 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose            
3 Gross receipts from activities that are not an unrelated trade or business under section 513 .....            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge            
6 Total. Add lines 1 through 5            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support. (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2018 (b) 2019 (c) 2020 (d) 2021 (e) 2022 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here................................................. right arrow
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
33 1/3% support tests-2022. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow
b
33 1/3% support tests—2021. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow
20
Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow
Schedule A (Form 990) 2022

Schedule A (Form 990) 2022
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
Yes
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
No
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.
3a
Yes
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
Yes
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
Yes
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.
4a
 
No
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
No
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
Yes
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .
7
 
No
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).
8
 
No
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
No
b
Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
No
c
Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
No
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
No
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990) 2022

Schedule A (Form 990) 2022
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?
11a
 
No
b
A family member of a person described on 11a above?
11b
 
No
c
A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.
11c
 
No
Section B. Type I Supporting Organizations
Yes
No
1
Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
Yes
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
No
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer lines 2a and 2b below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer lines 3a and 3b below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990) 2022

Schedule A (Form 990) 2022
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by 0.035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990) 2022

Schedule A (Form 990) 2022
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes 1  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity
2  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations 3  
4 Amounts paid to acquire exempt-use assets 4  
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) 5  
6 Other distributions (describe in Part VI). See instructions 6  
7Total annual distributions. Add lines 1 through 6. 7  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI
). See instructions
8  
9 Distributable amount for 2022 from Section C, line 6 9  
10 Line 8 amount divided by Line 9 amount 10  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions
(ii)
Underdistributions
Pre-2022
(iii)
Distributable
Amount for 2022
1 Distributable amount for 2022 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2022 (reasonable cause required-- explain in Part VI).
See instructions.
 
3 Excess distributions carryover, if any, to 2022:
a From 2017.......  
b From 2018.......  
c From 2019.......  
d From 2020.......  
e From 2021.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2022 distributable amount  
i Carryover from 2017 not applied (see
instructions)
 
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.  
4Distributions for 2022 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2022 distributable amount  
c Remainder. Subtract lines 4a and 4b from line 4.  
5 Remaining underdistributions for years prior to
2022, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions.
 
6 Remaining underdistributions for 2022. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions.
 
7 Excess distributions carryover to 2023. Add lines
3j and 4c.
 
8 Breakdown of line 7:
a Excess from 2018.....  
b Excess from 2019.....  
c Excess from 2020.....  
d Excess from 2021.....  
e Excess from 2022.....  
Schedule A (Form 990) (2022)

Schedule A (Form 990) 2022
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
FORM 990, PART IV, SCHEDULE A, LINE 3B CONFIRMATION OF SUPPORTED ORGANIZATION QUALIFICATION TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION, INC. FURNISHED A COPY OF ITS DETERMINATION LETTER AND COMPLETED A PRO FORMA SCHEDULE A, PART III CALCULATION. ----------
FORM 990, PART IV, SCHEDULE A, LINE 3C DETAIL REGARDING USE OF SUPPORT POINT32HEALTH FOUNDATION INVESTS IN COMMUNITIES THROUGH GRANTMAKING TO NONPROFIT ORGANIZATIONS ON BEHALF OF TAHMO. THE FOUNDATION WORKS WITH COMMUNITIES TO SUPPORT, ADVOCATE AND ADVANCE HEALTHIER LIVES FOR EVERYONE." THE FOUNDATION'S PROCESS IS COMPREHENSIVE AND THOROUGH. IT IS BASED ON BUILDING DEEPER RELATIONSHIPS IN COMMUNITY. THE GRANTS TEAM UTILIZES MULTIPLE APPROACHES FOR ENGAGING PROSPECTIVE AND CURRENT GRANTEES. THESE INCLUDE REGULAR PARTICIPATION IN COMMUNITY GATHERINGS, COALITIONS AND COLLABORATIVES, OPEN "OFFICE HOURS" WHERE NONPROFITS CAN SCHEDULE TIME WITH FOUNDATION STAFF, AS WELL AS PROACTIVE OUTREACH TO COMMUNITY ORGANIZATIONS. THESE MEETINGS AND CONVERSATIONS SERVE AS THE BASIS FOR DETERMINING ALIGNMENT TO FOUNDATION'S MISSION AND PURPOSE AND MAY LEAD TO GRANTS BASED ON THAT ALIGNMENT. AN INDEPENDENT THIRD PARTY VERIFIES 501(C)(3) STATUS. FOUNDATION STAFF EVALUATES EACH ORGANIZATION'S ABILITY TO MANAGE A FOUNDATION GRANT. ONCE A GRANT IS MADE, COMMUNITY ORGANIZATIONS SHARE PERIODIC UPDATES AND/OR REPORTS WITH THE FOUNDATION TO HELP THE FOUNDATION TEAM LEARN FROM THE GRANTEE'S EXPERIENCE AND PROGRESS OF THE FUNDED WORK. GRANTS LESS THAN $100,000 ARE APPROVED BY STAFF. FOUNDATION STAFF CAN ONLY AUTHORIZE UP TO 25% OF THE TOTAL GRANTS BUDGET. GRANTS MORE THAN $100,000 ARE VOTED ON BY THE BOARD OF DIRECTORS. ----------
FORM 990, PART IV, SCHEDULE A, LINE 6 DETAIL REGARDING SUPPORT PROVIDED NO MONETARY SUPPORT IS PROVIDED TO TAHMO. THE FOUNDATION INVESTS IN THE COMMUNITY THROUGH GRANTMAKING ON BEHALF OF TAHMO TO SUPPORT, ADVOCATE AND ADVANCE HEALTHIER LIVES FOR EVERYONE. THE FOUNDATION PROVIDES GRANTS TO OTHER SECTION 501(C)(3) ORGANIZATIONS IN THE COMMUNITY TO SUPPORT BOTH THE EXEMPT PURPOSE OF TAHMO AND FULFILL THE FOUNDATION'S EXEMPT PURPOSE. ADDITIONALLY, THE FOUNDATION ALSO SUPPORTS COMMUNITIES THROUGH THE COMPANY'S CORPORATE CITIZENSHIP PROGRAM. CORPORATE CITIZENSHIP INCLUDES VOLUNTEERING IN COMMUNITY THROUGH STRUCTURED ACTIVITIES; A MATCH PROGRAM THAT DOUBLES CONTRIBUTIONS MADE TO ELIGIBLE NONPROFITS BY EMPLOYEES, POINT32HEALTH AND FOUNDATION BOARD MEMBERS; AND ENTERPRISE-WIDE WORKPLACE GIVING OPPORTUNITIES.
Schedule A (Form 990) 2022


Additional Data


Software ID:  
Software Version:  
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
POINT32HEALTH FOUNDATION INC
 
Employer identification number

26-1374263
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
POINT32HEALTH FOUNDATION INC
 
Employer identification number
26-1374263
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
POINT32HEALTH FOUNDATION INC
 
Employer identification number

26-1374263
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
POINT32HEALTH FOUNDATION INC
 
Employer identification number

26-1374263
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


Software ID:  
Software Version:  
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
SchDMd Bullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
Name of the organization
POINT32HEALTH FOUNDATION INC
 
Employer identification number

26-1374263
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 ....          
b Contributions ...          
c Net investment earnings, gains, and losses          
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ...
         
f Administrative expenses ....          
g End of year balance ......          
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet  
c
Term endowment SchDMd Bullet  
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) Unrelated organizations .................
3a(i)
 
 
(ii) Related organizations .................
3a(ii)
 
 
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment)
(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .....      
b Buildings ....        
c Leasehold improvements        
d Equipment ....        
e Other .....        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet  
Schedule D (Form 990) 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)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(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 0
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 868,225
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 -10,144,783
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1.................. 3 -10,144,783
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 120,927
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b.................... 4c 120,927
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 -10,023,856
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 11,182,736
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a  
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d.................... 2e  
3 Subtract line 2e from line 1................... 3 11,182,736
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 120,927
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b..................... 4c 120,927
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 11,303,663
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
FORM 990, SCHEDULE D, PART X, LINE 2 ASC 740 (FKA FIN 48) FOOTNOTE THIS ORGANIZATION IS AN AFFILIATE OF POINT32HEALTH, INC. (P32H). THE BELOW FOOTNOTE DERIVES FROM THE CONSOLIDATED AUDITED FINCIAL STATEMENTS OF POINT32HEALTH, INC. AND AFFILIATES. POINT32HEALTH, INC., TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION, INC., TUFTS PUBLIC HEALTH PLANS, INC., AND HARVARD PILGRIM HEALTH CARE OF NEW ENGLAND, INC., ARE EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(4) OF THE INTERNAL REVENUE CODE ("IRC"). HARVARD PILGRIM HEALTH CARE, INC. AND POINT32HEALTH FOUNDATION, INC. ARE RECOGNIZED AS TAX-EXEMPT ORGANIZATIONS UNDER IRC SECTION 501(C)(3). THE HARVARD PILGRIM HEALTH CARE INSTITUTE, LLC IS A DISREGARDED ENTITY FOR FEDERAL INCOME TAX PURPOSES AND, THEREFORE, FOLLOWS THE TAX-EXEMPT STATUS OF HARVARD PILGRIM HEALTH CARE, INC. AS ITS SOLE CORPORATE MEMBER. ACCORDINGLY, NO PROVISION FOR FEDERAL INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING COMBINED FINANCIAL STATEMENTS. THE COMPANY BELIEVES THAT THE POSITIONS TAKEN ON ITS INCOME TAX RETURNS FOR OPEN TAX YEARS WILL BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE ("IRS"). THEREFORE, P32H HAS NOT RECORDED ANY LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER ASC 740, INCOME TAXES. AS OF DECEMBER 31, 2022, THERE ARE NO UNRECOGNIZED TAX BENEFITS, AND THE COMPANY DOES NOT ANTICIPATE ANY SIGNIFICANT CHANGES IN THE AMOUNT OF UNRECOGNIZED TAX BENEFITS DURING THE NEXT TWELVE MONTHS. ----------
Schedule D (Form 990) 2021


Additional Data


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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
POINT32HEALTH FOUNDATION INC
 
Employer identification number

26-1374263
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
Central America and the Caribbean 0 0 Investments NONE 5,545,350
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total .... 0 0 5,545,350
b Total from continuation sheets to Part I ...      
c Totals (add lines 3a and 3b) 0 0 5,545,350
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)
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
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
 
3 Enter total number of other organizations or entities .......................MediumBullet
 
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)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
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
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
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
POINT32HEALTH FOUNDATION INC
 
Employer identification number
26-1374263
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) ABOUT FRESH
69 SHIRLEY ST
BOSTON,MA02119
46-2848535 501(C)(3) 40,000       GEN OPP SUPPORT ADDRESS HEALTH EQTY
(2) ACCESSPORTAMERICA INC
119 HIGH ST
ACTON,MA01720
04-3265194 501(C)(3) 5,100       BOARD SERV MATCH MATCHING GIFTS
(3) AGENCY ON AGING OF SOUTH CENTRAL CONNECTICUT INC
117 WASHINGTON AVE
NORTH HAVEN,CT06473
06-0915531 501(C)(3) 100,000       AGING ANSWERS
(4) AGESPAN - FORMERLY ELDER SERVICES OF THE MERRIMACK
280 MERRIMACK ST
LAWRENCE,MA018431787
04-2545136 501(C)(3) 176,000       MHAC/MENTAL HEALTH LGBTQ+ELDERS CONF
(5) ALLIANCE TO MOBILIZE OUR RESISTANCE
PO BOX 9379
PROVIDENCE,RI02940
87-3652516 501(C)(3) 25,000       GEN OPP SUPPORT RACIAL JUSTICE
(6) ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSOCIAT
309 WAVERLEY OAKS RD
WALTHAM,MA02452
13-3039601 501(C)(3) 219,322       COMMTY PARTNER ALZ WALK/MATCH
(7) AMERICAN RED CROSS OF MASSACHUSETTS
101 STATION LANDING
MEDFORD,MA02155
53-0196605 501(C)(3) 16,952       MATCHING GIFT RED CROSS PROGRAM
(8) BELMONT DAY SCHOOL INC
55 DAY SCHOOL LANE
BELMONT,MA024782030
04-2108347 501(C)(3) 10,000       MATCHING GIFT
(9) BETTY C KETCHUM (DBA) MOUNT WASHINGTON VALLEY ADU
987 EAST MAIN ST RTE 113
CENTER CONWAY,NH03813
02-0222156 501(C)(3) 40,000       GEN OPP SUPPORT
(10) BLACK INFINITY COLLECTIVE INC
1253 WHITNEY AVE
HAMDEN,CT065172812
87-1672962 501(C)(3) 50,000       GEN OPP SUPPORT RACIAL JUSTICE
(11) BOSTON CENTER FOR INDEPENDENT LIVING INC
60 TEMPLE PLACE
BOSTON,MA021111324
04-2546595 501(C)(3) 5,500       MATCHING GIFT
(12) BOSTON FOUNDATION INC
75 ARLINGTON ST
BOSTON,MA021163936
04-2104021 501(C)(3) 706,850       RACIAL EQUITY FUND CIVIC LEADERSHIP
(13) BUILDING FUTURES INC
40 BELMONT ST
WORCESTER,MA016052655
01-0628266 501(C)(3) 40,000       BFI FOOD MATTERS MEAL DELIVERY PROG
(14) CENTER FOR SOUTHEAST ASIANS
270 ELMWOOD AVE
PROVIDENCE,RI029071524
22-2914654 501(C)(3) 27,250       MATCHING GIFTS SUPPORTING CSEA
(15) COASTAL FOODSHED
466 BROCK AVE
NEW BEDFORD,MA027441432
82-4559064 501(C)(3) 30,000       INCREASING ACCESS TO LOCAL FOOD
(16) COMBINED JEWISH PHILANTHROPIES GREATER BOSTON INC
KRAFT FAMILY BUILDING
BOSTON,MA02110
04-2103559 501(C)(3) 5,436       MATCHING GIFTS DISASTER RELIEF
(17) COMMUNITY CATALYST INC
ONE FEDERAL ST
BOSTON,MA02110
04-3355127 501(C)(3) 72,000       MATCHING GIFTS VOICES OLDER ADULTS
(18) COMMUNITY ROWING INC
20 NONANTUM RD
BRIGHTON,MA02135
04-2863756 501(C)(3) 8,900       MATCHING GIFTS VOL ORG STIPEND
(19) COMMUNITY SERVINGS INC
179 AMORY ST
JAMAICA PLAIN,MA021304529
22-3154028 501(C)(3) 58,460       MATCHING GIFTS FOOD IS MED PROG
(20) CONEXION INC
151 COOLIDGE AVE
WATERTOWN,MA02472
20-8056726 501(C)(3) 8,296       MATCHING GIFTS CULMINATION PROG
(21) CONNECTICUT COALITION TO END HOMELESSNESS INC
257 LAWRENCE ST
HARTFORD,CT061061430
06-1126880 501(C)(3) 75,000       CT CAN END HOMELESSNESS
(22) CONNECTICUT COMMUNITY CARE INC
43 ENTERPRISE DR
BRISTOL,CT060107457
06-1024632 501(C)(3) 149,000       CT AGE WELL COLL AGE, DEMENTIA CMTY
(23) CONNECTICUT COUNCIL FOR PHILANTHROPY
75 CHARTER OAK AVE
HARTFORD,CT061061903
23-7024016 501(C)(3) 10,000       MATCHING GIFT
(24) CONNECTICUT FOODSHARE INC
2 RESEARCH PARKWAY
WALLINGFORD,CT06492
06-1063025 501(C)(3) 101,208       MATCHING GIFT EQUIT HUNGER SOL
(25) CONSERVATION LAW FOUNDATION INC
62 SUMMER ST
BOSTON,MA021101016
04-6149986 501(C)(3) 30,175       HEALTHY RETAIL & COMMERCE FUND
(26) COUNCIL OF CHURCHES OF GREATER BRIDGEPORT INC
1718 CAPITOL AVE
BRIDGEPORT,CT066041531
06-0647008 501(C)(3) 30,000       GEN OPP SUPPORT HEATHY FOOD ACCESS
(27) CRADLES TO CRAYONS INC
281 NEWTONVILLE AVE
NEWTON,MA02460
04-3584367 501(C)(3) 8,110       MATCHING GIFTS
(28) CRISTO REY BOSTON HIGH SCHOOL INC
100 SAVIN HILL AVE
DORCHESTER,MA021251431
56-2438544 501(C)(3) 30,000       MATCHING GIFTS STUDENT INTERN PROG
(29) CROSSROADS RHODE ISLAND
160 BROAD ST
PROVIDENCE,RI029034028
05-0259094 501(C)(3) 66,000       SUPPORT FOOD/HOUSING SECURITY FOR HOMELESS
(30) CUMBERLAND COUNTY FOOD SECURITY COUNCIL
PO BOX 1399
PORTLAND,ME041041399
82-2642533 501(C)(3) 30,000       CUMBERLAND COUNTY GLEANING INITIATIVE
(31) CURRY COLLEGE
1071 BLUE HILL AVE
MILTON,MA021862302
04-2199867 501(C)(3) 6,000       MATCHING GIFTS
(32) DANA-FARBER CANCER INSTITUTE
10 BROOKLINE PLACE WEST
BROOKLINE,MA024457226
04-2263040 501(C)(3) 17,653       MATCHING GIFTS
(33) DIGGER FOODS INC
63 PLEASANT ST
SHARON,MA02067
87-4490352 501(C)(3) 25,000       MOBILE FARMER'S MARKET IN BROCKTON
(34) DISMAS HOUSE OF MASSACHUSETTS
PO BOX 30125
WORCESTER,MA016030125
54-2075825 501(C)(3) 15,100       YOUTH/FAMILY HUNGER INITIATIVE
(35) EASTERN WOODLANDS REMATRIATION FISCALLY SPONSORED
505 EIGHTH AVE
NEW YORK,NY10018
13-2805575 501(C)(3) 41,000       NE INDIGENOUS FOODWAYS RECLAMATION
(36) ECONOMIC MOBILITY PATHWAYS
308 CONGRESS ST
BOSTON,MA02210
04-2104046 501(C)(3) 6,000       MATCHING GIFTS
(37) ELDER HEALTH CARE DISPARITIES COALITION
2010 COLUMBUS AVE
ROXBURY,MA021192427
80-0557375 501(C)(3) 24,000       CAPACITY-BUILDING SUPPORT PROJECT
(38) END HUNGER CONNECTICUT
65 HUNGERFORD ST
HARTFORD,CT061061425
06-1545835 501(C)(3) 45,000       SNAP EXPERIENCE FOR OLDER ADULTS
(39) FARMSTEADS OF NEW ENGLAND INC
213 CENTER RD
HILLSBOROUGH,NH03244
02-0517433 501(C)(3) 25,000       MOBILE FOOD PANTRY PROGRAM
(40) FOUNDATION FOR A STRONG MAINE ECONOMY
128 STATE ST
AUGUSTA,ME043305630
30-0036992 501(C)(3) 50,000       PROMOTE DIVERSITY ME FOOD PROGRAMS
(41) FRIENDS OF 2LIFE COMMUNITIES INC
30 WALLINGFORD RD
BRIGHTON,MA021354708
04-2607197 501(C)(3) 10,212       MATCHING GIFTS RAISING ROOF EVENT
(42) FRIENDS OF TJ2 ROBOTICS INC
PO BOX 834
BRIDGEWATER,MA023240834
47-4739521 501(C)(3) 10,000       MATCHING GIFT
(43) FRIENDSHIPWORKS INC
105 CHAUNCY ST
BOSTON,MA021111758
04-3140541 501(C)(3) 102,500       CONNECT OLDER ADULTS IN ISOLATION
(44) FULL PLATES FULL POTENTIAL
14 MAINE ST
BRUNSWICK,ME040112049
82-2032867 501(C)(3) 66,000       ALIGNING EFFORTS FOR SYSTEMS CHANGE
(45) GATHER
210 WEST RD
PORTSMOUTH,NH038015639
02-0226943 501(C)(3) 35,412       BUILDING COMMUNITY FOOD CENTER
(46) GIRLS AT WORK INC
200 BEDFORD ST
MANCHESTER,NH031011132
02-0522863 501(C)(3) 6,100       MATCHING GIFTS VOL ORG STIPEND
(47) GOOD SHEPHERD FOOD BANK
3121 HOTEL RD
AUBURN,ME04211
22-2986809 501(C)(3) 100,940       END HUNGER IN ME MATCHING GIFTS
(48) GRANTMAKERS IN AGING INC
333 MAMARONECK AVE
WHITE PLAINS,NY10605
13-4014982 501(C)(3) 65,500       FUND THE FUTURE 22 ANNUAL CONF
(49) GREATER LYNN SENIOR SERVICES INC
8 SILSBEE ST
LYNN,MA019011404
04-2581129 501(C)(3) 50,000       CREATING A NUTRITION HUB
(50) GREENROOTS
90 EVERETT AVE
CHELSEA,MA02150
81-2718273 501(C)(3) 71,000       IMPROVING EQUITABLE TRANSIT
(51) GROUNDWORK BRIDGEPORT INC
1001 MAIN ST
BRIDGEPORT,CT066044200
06-1556949 501(C)(3) 45,000       TREE CANOPY EXPANSION & CARE
(52) GROUNDWORK LAWRENCE INC
50 ISLAND ST
LAWRENCE,MA018401868
04-3546770 501(C)(3) 85,000       CREATE AGE FRIENDLY LAWRENCE
(53) GROWING PLACES GARDEN PROJECT INC
325 LINDELL AVE
LEOMINSTER,MA014535414
10-0004885 501(C)(3) 59,867       LOCAL FOOD WORKS IN NORTH CENTRAL MA
(54) HEALTH CARE FOR ALL INC
ONE FEDERAL ST
BOSTON,MA02110
04-3071598 501(C)(3) 42,250       ENGAGING OLDER IMMIGRANT ADULTS
(55) HEALTH EQUITY SOLUTIONS
175 MAIN ST
HARTFORD,CT061061818
46-5011055 501(C)(3) 75,000       RACIAL EQUITY IN HEALTH
(56) HEALTHY PENINSULA
PO BOX 945
BLUE HILL,ME046140945
81-2799943 501(C)(3) 40,000       AGEFRIENDLY COASTAL COMMUNITIES
(57) HOMESTART INC
105 CHAUNCY ST
BOSTON,MA021111726
04-3311270 501(C)(3) 5,203       MATCHING GIFTS ICYCLE 2022
(58) HOUSING NAVIGATOR MASSACHUSETTS INC
ONE BEACON ST
BOSTON,MA021082301
04-6138418 501(C)(3) 60,000       CUSTOMIZE OLDER ADULT HOUSING SEARCH
(59) IN HER PRESENCE
179 MECHANIC ST
WESTBROOK,ME040922730
47-5518548 501(C)(3) 30,000       HARNESS TALENTS SR. IMMIGRANT WOMEN
(60) INQUILINOS BORICUAS EN ACCION INC
2 SAN JUAN ST
BOSTON,MA021182029
23-7090081 501(C)(3) 53,000       HURRICANE RELIEF FESTIVAL SPONSOR
(61) JDRF - GREATER CT WESTERN MA CHAPTER
20 BATTERSON PARK RD
FARMINGTON,CT06032
23-1907729 501(C)(3) 30,000       MATCHING GIFT
(62) JEWISH FAMILY & CHILDREN'S SERVICE
1430 MAIN ST
WALTHAM,MA024511623
04-2104356 501(C)(3) 40,549       CULTURAL ENGAGEMENT DEMENTIA FRIENDS MA
(63) JEWISH FAMILY SERVICE OF GREATER NEW HAVEN
1440 WHALLEY AVE
NEW HAVEN,CT065151145
06-0646692 501(C)(3) 45,000       ACCESS BUILDS COMMUNITY
(64) LAWYERS FOR CIVIL RIGHTS
294 WASHINGTON ST
BOSTON,MA021084613
04-3490614 501(C)(3) 7,700       MATCHING GIFTS 22 ANNUAL RECEPTION
(65) LEADERSHIP RHODE ISLAND EDUCATIONAL FOUNDATION
188 VALLEY ST
PROVIDENCE,RI029092468
22-2570460 501(C)(3) 5,750       MATCHING GIFTS
(66) LITTLE BROTHERS - FRIENDS OF THE ELDERLY
2 PARK PLACE
BOSTON,MA02116
04-2681294 501(C)(3) 30,000       DIGITAL DIVIDE FOR LOW INCOME ADULTS
(67) LIVABLESTS TRANSPORTATION ALLIANCE OF BOSTON INC
70 PACIFIC ST
CAMBRIDGE,MA021394204
30-0331222 501(C)(3) 40,000       TRANSIT EQUITY & ACCESS
(68) LOCKER PROJECT
PO BOX 3134
PORTLAND,ME041043134
47-1257754 501(C)(3) 20,000       FRESH FOOD DISTRIBUTION
(69) MAB COMMUNITY SERVICES INC
200 IVY ST
BROOKLINE,MA02446
04-2109859 501(C)(3) 52,000       OLDER ADULTS W/ VISUAL DISABILITIES
(70) MAINE ASSOCIATION FOR NEW AMERICANS
1311 WASHINGTON AVE
PORTLAND,ME041033330
46-2890018 501(C)(3) 20,000       WELLNESS AND PEER SUPPORT
(71) MAINE COUNCIL ON AGING
8 FALCON RD
LEWISTON,ME042405815
46-1549012 501(C)(3) 96,737       BUILDING AGE EQUITABLE ME
(72) MAINE EQUAL JUSTICE PARTNERS
126 SEWALL ST
AUGUSTA,ME043306822
04-3346273 501(C)(3) 25,000       GEN OPP SUPPORT
(73) MAINE INITIATIVES
56 NORTH ST
PORTLAND,ME04101
01-0484310 501(C)(3) 75,206       GEN OPP SUPPORT MATCH
(74) MAINE SEACOAST MISSION
6 OLD FIREHOUSE LANE
NORTHEAST HARBOR,ME046620000
01-0216837 501(C)(3) 40,000       STRENGTHEN ISLAND HEALTH
(75) MAINEHEALTH
110 FREE ST
PORTLAND,ME04101
01-0238552 501(C)(3) 24,879       ENGAGEMENT FOR FOOD PANTRY
(76) MARTHA'S VINEYARD COMMUNITY SERVICES (FISCAL AGENT
111 EDGARTOWN RD
VINEYARD HAVEN,MA025685699
04-2301598 501(C)(3) 30,260       SAFE RIDES FOR OLDER ADULTS
(77) MASSACHUSETTS ASSOCIATION FOR MENTAL HEALTH INC
50 FEDERAL ST
BOSTON,MA02110
04-2104711 501(C)(3) 83,500       MENTAL HEALTH AND WELL BEING
(78) MASSACHUSETTS ASSOCIATION OF COUNCILS ON AGING AND
116 PLEASANT ST
EASTHAMPTON,MA010272781
04-2793624 501(C)(3) 78,000       EXPAND DEMENTIA FRIENDLY EFFORTS
(79) MASSACHUSETTS AUDUBON SOCIETY INC
208 SOUTH GREAT RD
LINCOLN,MA017734800
04-2104702 501(C)(3) 6,400       MATCHING GIFTS
(80) MASSACHUSETTS COALITION FOR THE HOMELESS INC
73 BUFFUM ST
LYNN,MA019023965
22-2599662 501(C)(3) 53,500       VOL ORG STIPEND THE CASA CAMPAIGN
(81) MASSACHUSETTS LAW REFORM INSTITUTE
40 COURT ST
BOSTON,MA02108
04-6004303 501(C)(3) 100,000       NUTRITION ACCESS INITIATIVE
(82) MASSACHUSETTS PPD FUND
PO BOX 320526
WEST ROXBURY,MA02132
77-0196208 501(C)(3) 6,500       MATCHING GIFTS
(83) MASSACHUSETTS PUBLIC HEALTH ASSOCIATION
50 FEDERAL ST
BOSTON,MA02110
04-2326503 501(C)(3) 80,598       RACIAL JUSTICE/ HEALTHY AGING
(84) MASSACHUSETTS SENIOR ACTION COUNCIL
108 MYRTLE ST
QUINCY,MA02171
04-2760902 501(C)(3) 90,520       BUIDING EQUITY AND JUSTICE
(85) MID COAST HUNGER PREVENTION PROGRAM INC
12 TENNEY WAY
BRUNSWICK,ME040112884
01-0492643 501(C)(3) 20,000       GEN OPP SUPPORT
(86) MIDDLESEX SCHOOL
PO BOX 9122
CONCORD,MA017429122
04-2103821 501(C)(3) 10,000       MATCHING GIFTS
(87) MILL CITY GROWS INC
650 SUFFOLK ST
LOWELL,MA01854
47-2096070 501(C)(3) 39,000       MATCHING GIFTS FOOD JUSTICE
(88) MORE THAN WORDS INC
56 FELTON ST
WALTHAM,MA02453
04-2784985 501(C)(3) 5,581       MATCHING GIFTS YOUTH DEVELOPMENT
(89) NAMI MAINE
52 WATER ST
HALLOWELL,ME043471467
01-0406214 501(C)(3) 100,000       INCREASE VOLUNTEER CAPACITY IN ME
(90) NAMI NEW HAMPSHIRE
85 N STATE ST
CONCORD,NH033014334
22-2760743 501(C)(3) 100,000       MENTAL ILLNESS & SUICIDE
(91) NAMI OF CONNECTICUT INC
1030 NEW BRITAIN AVE
HARTFORD,CT061102258
22-2605701 501(C)(3) 100,000       EXPAND NAMI URBAN PROGRAMS
(92) NAMI RHODE ISLAND
154 WATERMAN ST
PROVIDENCE,RI029063116
22-2805141 501(C)(3) 100,040       MATCHING GIFTS RI PROG SUPPORT
(93) NATIONAL ALLIANCE ON MENTAL ILLNESS OF MASSACHUSET
331 MONTVALE AVE
WOBURN,MA01801
04-2777012 501(C)(3) 117,598       CAPACITY BUILDING 40TH ANN CELEBRATION
(94) NEEDHAM COMMUNITY COUNCIL
570 HILLSIDE AVE
NEEDHAM,MA02494
04-2121365 501(C)(3) 7,550       MATCHING GIFTS
(95) NEW ENGLAND GRASSROOTS ENVIRONMENT FUND INC
PO BOX 611
NEWMARKET,NH038570611
03-0364677 501(C)(3) 45,000       ACCESSING HEALTHY FOOD IN NE
(96) NEW FUTURES
10 FERRY ST
CONCORD,NH033015081
02-0525391 501(C)(3) 75,000       LONG-TERM CARE SYSTEM IN NH
(97) NEW HAMPSHIRE CATHOLIC CHARITIES INC
100 WILLIAM LOEB DR
MANCHESTER,NH031095324
02-0222163 501(C)(3) 100,200       MATCHING GRANT HEALTHY FOOD ACCESS
(98) NEW HAMPSHIRE CHARITABLE FOUNDATION
37 PLEASANT ST
CONCORD,NH033014005
02-6005625 501(C)(3) 75,000       NH RACIAL JUSTICE FUND
(99) NEW HAMPSHIRE HUNGER SOLUTIONS INC
PO BOX 3477
CONCORD,NH033023477
22-2936618 501(C)(3) 40,000       HUNGER SOLUTIONS OPERATING GRANT
(100) NEW HAMPSHIRE LEGAL ASSISTANCE
117 N STATE ST
CONCORD,NH033014407
02-0300897 501(C)(3) 65,000       HEALTHY AGING ADVOCACY
(101) NORTHEAST ARC INC
1 SOUTHSIDE RD
DANVERS,MA019231408
04-2232416 501(C)(3) 12,062       MATCHING GIFTS
(102) OLNEYVILLE HOUSING CORPORATION
66 CHAFFEE ST
PROVIDENCE,RI029092734
22-3010422 501(C)(3) 85,334       HOUSING ACCESS FOR THE VULNERABLE
(103) ONEHOLYOKE COMMUNITY DEVELOPMENT CORPORATION
70 LYMAN ST
HOLYOKE,MA010406206
23-7168031 501(C)(3) 15,000       GROWING OUTREACH AND CAPACITY
(104) OPERATION ABLE OF GREATER BOSTON INC
174 PORTLAND ST
BOSTON,MA02114
04-2761871 501(C)(3) 11,000       MATCHING GIFTS EVENT SPONSOR
(105) ORGANIZATION FOR REFUGEE & IMMIGRANT SUCCESS
434 LAKE AVE
MANCHESTER,NH03103
76-0826598 501(C)(3) 30,000       FOOD ACCESS IN 3 NH CITIES
(106) PAN MASSACHUSETTS CHALLENGE TRUST
77 4TH AVE
NEEDHAM,MA024942704
04-2746912 501(C)(3) 5,786       MATCHING GIFTS
(107) PARTNERS FOR A HEALTHIER COMMUNITY INC
280 CHESTNUT ST
SPRINGFIELD,MA01101
04-3342182 501(C)(3) 80,000       BULD AGE FRIENDLY ECOSYSTEM
(108) PINE STREET INN INC
444 HARRISON AVE
BOSTON,MA02118
04-2516093 501(C)(3) 6,375       MATCHING GIFTS
(109) PINNACLE PARTNERSHIPS CORP
101 SYCAMORE ST
BROCKTON,MA023013155
85-1372377 501(C)(3) 25,000       THE SYNERGY PROJECT
(110) PIONEER VALLEY REGIONAL VENTURES CENTER
60 CONGRESS ST
SPRINGFIELD,MA011043491
04-3560951 501(C)(3) 65,000       AGE FRIENDLY PIONEER VALLEY
(111) PKD FOUNDATION
1001 E 101ST TERRACE
KANSAS CITY,MO64131
43-1266906 501(C)(3) 13,700       MATCHING GIFTS
(112) PRESIDENT AND FELLOWS OF HARVARD COLLEGE
1033 MASSACHUSETTS AVE
CAMBRIDGE,MA02138
04-2103580 501(C)(3) 52,550       ADDRESS NUTRITION AND HEALTH
(113) PRESIDENT AND TRUSTEES OF COLBY COLLEGE
4120 MAYFLOWER HL
WATERVILLE,ME049018841
01-0211497 501(C)(3) 5,500       MATCHING GRANT
(114) PROGRESO LATINO INC
626 BROAD ST
CENTRAL FALLS,RI028632835
05-0380608 501(C)(3) 75,000       SENIORS IN ACTION
(115) PROJECT BREAD - THE WALK FOR HUNGER
145 BORDER ST
EAST BOSTON,MA02128
04-2931195 501(C)(3) 45,899       MATCHING GIFTS PROJECT BREAD
(116) PROJECT SOUTH
133 DELAINE ST
PROVIDENCE,RI02907
58-1956686 501(C)(3) 75,000       GEN OPP SUPPORT RACIAL JUSTICE
(117) PROJECT WEBERRENEW
105 DODGE ST
PROVIDENCE,RI02907
46-0964136 501(C)(3) 50,000       IMPACT OF PEER-LED HARM REDUCTION
(118) RESOURCES FOR ORGANIZING AND SOCIAL CHANGE
PO BOX 2444
AUGUSTA,ME043382444
01-0353747 501(C)(3) 25,000       GENERAL OPER SUPPORT
(119) RHODE ISLAND COLLEGE FOUNDATION
600 MOUNT PLEASANT AVE
PROVIDENCE,RI029081940
05-6049721 501(C)(3) 110,000       AGE-FRIENDLY RHODE ISLAND
(120) RHODE ISLAND COMMUNITY FOOD BANK ASSOCIATION
200 NIANTIC AVE
PROVIDENCE,RI029073150
05-0395601 501(C)(3) 101,750       MATCHING GIFTS HUNGER RELIEF
(121) RHODE ISLAND FOOD POLICY COUNCIL
89 SOUTH ST
BOSTON,MA021110000
04-2261109 501(C)(3) 40,000       IMPACT OF FRUIT & VEGS IN RI
(122) RI ELDER INFO
175 DANIELSON PIKE
NORTH SCITUATE,RI02857
84-1923070 501(C)(3) 20,000       INFO FOR OLDER ADULT POPULATION
(123) RIALA SENIOR LIVING INSTITUTE
2253 PAWTUCKET AVE
EAST PROVIDENCE,RI029141707
84-2419954 501(C)(3) 10,000       CREATING CARE FOR LGBTQIA+ IN ALR'S
(124) ROCKINGHAM NUTRITION AND MEALS ON WHEELS PROGRAM
106 NORTH RD
BRENTWOOD,NH038336614
02-0342196 501(C)(3) 50,000       BUILD AGE FRIENDLY COMM IN ROCKINGHAM
(125) ROGER WILLIAMS UNIVERSITY
1 EMPIRE PLAZA
PROVIDENCE,RI02903
05-0277222 501(C)(3) 60,000       HOUSING INSTABILITY IN OLDER RESIDENTS
(126) ROOTS RISING INC
437 NORTH ST
PITTSFIELD,MA012014603
83-2950864 501(C)(3) 25,000       BUILD CAPACITY FOR STABILITY OF ORG
(127) ROSIE'S PLACE INC
889 HARRISON AVE
BOSTON,MA021184004
04-2582187 501(C)(3) 7,186       MATCHING GIFT EVENT SPONSOR
(128) ROXBURY PRESBYTERIAN CHURCH SOCIAL IMPACT CENTER
328 WARREN ST
BOSTON,MA021191814
04-3506648 501(C)(3) 70,000       CAN WE TALK MH PROGRAM
(129) SAGE CENTER FOR LEARNING
171 MECHANIC ST
FOXBOROUGH,MA02035
27-0273042 501(C)(3) 6,000       MATCHING GIFT
(130) SAINT FRANCIS HOUSE INC
39 BOYLSTON ST
BOSTON,MA02116
22-2519129 501(C)(3) 6,723       ALL THE WAY HOME GALA SPONSOR
(131) SAMARITANS INC
41 WEST ST
BOSTON,MA02111
04-2643466 501(C)(3) 5,249       MATCHING GIFTS
(132) SENIORCARE INC
49 BLACKBURN CTR
GLOUCESTER,MA019302259
04-2512171 501(C)(3) 67,000       AGE/DEMENTIA FRIENDLY CAPE ANN
(133) SOCIEDAD LATINA
1530 TREMONT ST
ROXBURY,MA021202929
04-2678255 501(C)(3) 5,693       MATCHING GIFTS
(134) SOMALI BANTU COMMUNITY ASSOCIATION
222 PINE ST
LEWISTON,ME042406328
27-0641210 501(C)(3) 45,000       SBCA GENERAL SUPPORT
(135) SOUTH SHORE RUGBY FOOTBALL CLUB INC
526 E 5TH ST
SOUTH BOSTON,MA02127
46-2877026 501(C)(3) 10,500       MATCHING GIFT
(136) THE AGE FRIENDLY FOUNDATION
204 2ND AVE
WALTHAM,MA02451
83-3954823 501(C)(3) 20,000       REVOLUTIONIZE CONFERENCE SUPPORT
(137) THE CARROLL CENTER FOR THE BLIND INC
770 CENTRE ST
NEWTON,MA02458
04-2106173 501(C)(3) 34,325       SYSTEMS AGING ADULTS W VISON LOSS
(138) THE FOOD BANK OF WESTERN MASSACHUSETTS INC
97 N HATFIELD RD
HATFIELD,MA010380160
04-2751023 501(C)(3) 101,000       GEN OPP SUPPORT
(139) THE GREATER BOSTON FOOD BANK INC
70 SOUTH BAY AVE
BOSTON,MA021182700
04-2717782 501(C)(3) 118,210       FOOD DISTRIBUTION MATCHING GIFTS
(140) THE MASSACHUSETTS GENERAL HOSPITAL
125 NASHUA ST
BOSTON,MA02114
04-1564655 501(C)(3) 5,250       MATCHING GIFTS
(141) THE MENTAL HEALTH CENTER OF GREATER MANCHESTER INC
401 CYPRESS ST
MANCHESTER,NH031033628
02-0258994 501(C)(3) 55,712       SENIOR RESOURCE AWARENESS
(142) THE PROVIDENCE VILLAGE
245 WATERMAN ST
PROVIDENCE,RI029065215
47-3675451 501(C)(3) 40,300       GROWING THE VILLAGE COMMON OF RI
(143) THE SENIOR AGENDA COALITION OF RHODE ISLAND
70 BATH ST
PROVIDENCE,RI029084849
74-3261256 501(C)(3) 60,000       SR. VOICES FOR AGING IN COMM.
(144) THE TRUST FOR PUBLIC LAND
6 BEACON ST
BOSTON,MA02108
23-7222333 501(C)(3) 35,000       ELEVATE OLDER ADULT VOICES RE PARKS
(145) THE URBAN FARMING INSTITUTE OF BOSTON INC
487R NORFOLK ST
MATTAPAN,MA02126
45-3961022 501(C)(3) 38,850       MATCHING GRANT HEALTHY FOOD ACCESS
(146) THIRD SECTOR NEW ENGLAND AS FISCAL AGENT FOR GARDE
200 WALNUT ST
SPRINGFIELD,MA01105
04-2261109 501(C)(3) 30,000       FARM CAPACITY BUILDING
(147) THIRD SECTOR NEW ENGLAND AS FISCAL AGENT FOR MASS
200 WALNUT ST
SPRINGFIELD,MA01105
04-2261109 501(C)(3) 70,000       MA FOOD SYSTEM GEN OPP SUPPORT
(148) THREE SISTERS GARDEN PROJECT INC
PO BOX 422
IPSWICH,MA01938
82-5144854 501(C)(3) 20,000       FEEDING OUR NEIGHBORS
(149) THRIVE SUPPORT & ADVOCACY
65 BOSTON POST RD
MARLBOROUGH,MA01752
04-2532990 501(C)(3) 15,000       SPECIALIZED FOOD PANTRY
(150) UNITED WAY MASSACHUSETTS BAY AND MERRIMACK VALLEY
9 CHANNEL CENTER ST
BOSTON,MA02210
04-2382233 501(C)(3) 57,679       MATCHING GIFTS
(151) UNIVERSITY OF MASSACHUSETTS FOUNDATION
ONE BEACON ST
BOSTON,MA02108
04-6013152 501(C)(3) 245,236       AGE-FRIENDLY LOWELL NE AGING REPORTS
(152) UNIVERSITY OF RHODE ISLAND FOUNDATION & ALUMNI ENG
79 UPPER COLLEGE RD
KINGSTON,RI02881
05-6014351 501(C)(3) 60,100       CREATING A HUNGER FREE CAMPUS
(153) UNIVERSITY SYSTEM OF NH
5 CHENELL DR
CONCORD,NH033018522
02-6000937 501(C)(3) 100,000       NH ALLIANCE FOR HEALTHY AGING
(154) URBAN ALLIANCE
62 VILLAGE ST
EAST HARTFORD,CT061083904
26-2800186 501(C)(3) 25,000       COLLECTIVE IMPACT SERVE TOGETHER
(155) VICTORY WOMEN OF VISION
25 LOWELL ST
MANCHESTER,NH031011647
43-2046070 501(C)(3) 25,000       STRENGTHEN FAMILIES PROJECT
(156) WABANAKI PUBLIC HEALTH AND WELLNESS INC
1 MERCHANTS PLAZA
BANGOR,ME044018302
04-3337456 501(C)(3) 25,000       WELLNESS CAPACITY BUILDING PROJECT
(157) WALKBOSTON
405 WALTHAM ST
LEXINGTON,MA02421
22-3061699 501(C)(3) 58,000       WALKABILITY: AGE/ Dementia FRIENDLY
(158) WAY FINDERS INC
120 MAPLE ST
SPRINGFIELD,MA011032203
04-2518368 501(C)(3) 65,000       FLEXING CIVIL MUSCLE TWO
(159) WHOLESOME WAVE INC
855 MAIN ST
BRIDGEPORT,CT066044915
26-0352899 501(C)(3) 65,840       MATCHING GIFTS RACIAL JUSTICE
(160) WOMEN'S LUNCH PLACE INC
67 NEWBURY ST
BOSTON,MA021163010
22-2514148 501(C)(3) 54,760       MATCHING GIFTS GALA SPONSOR
(161) WORCESTER COUNTY FOOD BANK INC
474 BOSTON TURNPIKE
SHREWSBURY,MA015453948
04-3071457 501(C)(3) 106,143       ACCESS TO FOOD MATCHING GIFTS
(162) WORLD CENTRAL KITCHEN INCORPORATED
200 MASSACHUSETTS AVE NW
WASHINGTON,DC20001
27-3521132 501(C)(3) 8,253       DISASTER RELIEF
(163) YOUNG WOMEN'S CHRISTIAN ASSOCIATION OF BOSTON
140 CLARENDON ST
BOSTON,MA02116
04-2103548 501(C)(3) 6,724       RACIAL JUSTICE YW EVENT SPONSOR
(164) YWCA NEW HAMPSHIRE
72 CONCORD ST
MANCHESTER,NH031011806
02-0222254 501(C)(3) 25,000       SOCIAL AND RACIAL JUSTICE
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
164
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
0
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
FORM 990, SCHEDULE I, PART I, LINE 2 PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS POINT32HEALTH FOUNDATION INVESTS IN COMMUNITIES THROUGH GRANTMAKING TO NONPROFIT ORGANIZATIONS ON BEHALF OF TAHMO TO SUPPORT, ADVOCATE AND ADVANCE HEALTHIER LIVES FOR EVERYONE THE FOUNDATION'S PROCESS IS COMPREHENSIVE AND THOROUGH. AFTER A PROPOSAL IS SUBMITTED AND APPROVED, PARAMETERS OF THE GRANT SERVE AS THE BASIS OF A MUTUAL PERFORMANCE AGREEMENT AND FOR MONITORING GRANT ACTIVITY AND HOW FUNDS ARE USED. AN INDEPENDENT THIRD PARTY VERIFIES 501(C)(3) STATUS. FOUNDATION STAFF ASSESS EACH ORGANIZATION'S ABILITY TO EXECUTE ON A GRANT AWARDED BY THE FOUNDATION GRANTS LESS THAN $100,000 ARE APPROVED BY STAFF BUT THE TOTAL OF THOSE GRANTS CANNOT EXCEED 25% OF THE TOTAL GRANTS BUDGET. GRANTS MORE THAN $100,000 WERE VOTED ON BY THE BOARD OF DIRECTORS. ONCE AWARDED, GRANTEES ARE REQUIRED TO SHARE PERIODIC UPDATES OR REPORT(S).
Schedule I (Form 990) 2022



Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
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
POINT32HEALTH FOUNDATION INC
 
Employer identification number

26-1374263
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....
2
 
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 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
1CAIN HAYES
DIRECTOR
(i)

(ii)
0
-------------
1,139,681
0
-------------
1,300,939
0
-------------
0
0
-------------
308,583
0
-------------
27,407
0
-------------
2,776,610
0
-------------
0
2UMESH KURPAD
CFO
(i)

(ii)
0
-------------
612,783
0
-------------
715,141
0
-------------
167,229
0
-------------
184,011
0
-------------
13,439
0
-------------
1,692,603
0
-------------
157,491
3TISA HUGHES
FORMER CLERK
(i)

(ii)
0
-------------
473,550
0
-------------
667,925
0
-------------
47,896
0
-------------
95,697
0
-------------
23,816
0
-------------
1,308,884
0
-------------
54,100
4KRISTIN LEWIS
DIRECTOR
(i)

(ii)
0
-------------
397,792
0
-------------
350,765
0
-------------
67,570
0
-------------
122,986
0
-------------
19,943
0
-------------
959,056
0
-------------
67,121
5ROLAND PRICE
TREASURER
(i)

(ii)
0
-------------
321,763
0
-------------
160,064
0
-------------
59,661
0
-------------
97,563
0
-------------
13,069
0
-------------
652,120
0
-------------
44,856
6NORA MORENO CARGIE
DIR; PRES FND & VP CORP CSHIP
(i)

(ii)
0
-------------
308,025
0
-------------
169,945
0
-------------
38,614
0
-------------
63,537
0
-------------
13,296
0
-------------
593,417
0
-------------
40,379
7SUSAN KEE
CLERK/SECRETARY (START 6/7)
(i)

(ii)
0
-------------
327,011
0
-------------
158,172
0
-------------
43,139
0
-------------
59,955
0
-------------
1,057
0
-------------
589,334
0
-------------
47,024
8PHILLIP GONZALEZ
DIRECTOR, COMM. INVESTMENTS
(i)

(ii)
0
-------------
157,421
0
-------------
48,310
0
-------------
0
0
-------------
34,595
0
-------------
15,615
0
-------------
255,941
0
-------------
0
9ALRIE DANIELCZYK
DIR, COMM. & STKHOLDER ENGAGE.
(i)

(ii)
0
-------------
149,016
0
-------------
43,320
0
-------------
1,203
0
-------------
39,494
0
-------------
99
0
-------------
233,132
0
-------------
0
10NATALIE MACLEAN LEINO
CLERK/SECRETARY (END 6/9)
(i)

(ii)
0
-------------
100,566
0
-------------
56,950
0
-------------
238
0
-------------
40,828
0
-------------
287
0
-------------
198,869
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
FORM 990, SCHEDULE J, PART I, LINE 3 METHOD USED TO ESTABLISH CEO COMPENSATION TUFTS ASSOCIATED HEALTH MAINTENANCE ORGRANIZATION, INC. (TAHMO) IS THE SOLE CORPORATE MEMBER OF POINT32HEALTH FOUNDATION, INC. TAHMO RELIED ON ITS PARENT AND SOLE CORPORATE MEMBER, POINT32HEALTH, INC., TO ESTABLISH COMPENSATION FOR ITS CEO. THE METHODS USED BY POINT32HEALTH, INC. ARE AS FOLLOWS: -COMPENSATION COMMITTEE -INDEPENDENT COMPENSATION CONSULTANT -COMPENSATION SURVEY OR STUDY -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE -WRITTEN EMPLOYMENT AGREEMENT ----------
FORM 990, SCHEDULE J, PART I, LINE 4B DISCRETIONARY RETIREMENT PLAN THE ORGANIZATION'S LEADERS PARTICIPATED IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN SPONSORED BY THEIR EMPLOYER, POINT32HEALTH SERVICES, INC., A RELATED PARTY. THE EMPLOYEES AND AMOUNTS LISTED ON SCHEDULE J, PART II, COLUMN C REFLECT EMPLOYER CONTRIBUTIONS TO THE SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN.
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
POINT32HEALTH FOUNDATION INC
 
Employer identification number

26-1374263
Return Reference Explanation
FORM 990, PART III, LINE 1 DETAIL REGARDING THE ORGANIZATION'S MISSION TO PROVIDE COMMUNITY BENEFITS ABOVE AND BEYOND ITS REGULAR LINES OF BUSINESS, TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION, INC. (TAHMO) ESTABLISHED THE POINT32HEALTH FOUNDATION, INC., A 501(C)(3) CHARITABLE AND SUPPORTING ORGANIZATION OF TAHMO. THE FOUNDATION LEVERAGES THE PLAN'S GREATEST ASSET-ITS PEOPLE-IN A MORE DELIBERATE WAY ON BEHALF OF COMMUNITY. ITS MISSION AND PURPOSE IS ALIGNED WITH THAT OF TAHMO'S PARENT, POINT32HEALTH, INC.: TO GUIDE AND EMPOWER HEALTHIER LIVES FOR EVERYONE - NO MATTER THEIR AGE, HEALTH, RACE, IDENTITY, OR INCOME. THE FOUNDATION ACHIEVES THIS MISSION PRIMARILY THROUGH COMMUNITY INVESTMENTS, COMMUNITY ENGAGEMENT AT KEY STAKEHOLDER "TABLESCONVENING ACTIVITIES FOCUSED ON HEALTHY LIVING WITH AN EMPHASIS ON OLDER PEOPLE, INCREASING ACCESS TO AFFORDABLE, NUTRIOUS FOOD, AND ADVANCING MENTAL HEALTH, PARTICULARLY IN UNDER-RESOURCED COMMUNITIES. COMMUNITY INFORMS OUR WORK. POINT32HEALTH FOUNDATION COLLABORATES WITH COMMUNITY LEADERS, OLDER PEOPLE, CIVIC ORGANIZATIONS, GOVERNMENT AGENCIES AND NONPROFITS TO SUPPORT COMMUNITY SOLUTIONS. THE FOUNDATION EMPHASIZES EQUITY, INCLUSION AND COLLABORATION ACROSS SECTORS. THE FOUNDATION IS AN ADVOCATE TO ADVANCE POLICIES AND BEST PRACTICES SHAPED BY THOSE MOST AFFECTED BY THE ISSUES; A CATALYST ACCELERATING CHANGES THAT IMPROVE ACCESS AND SERVICES; AND A CONVENER CREATING OPPORTUNITIES AND SPACE FOR ORGANIZATIONS/LEADERS TO WORK TOGETHER. WHEN CONTEMPLATING FUNDING IN COMMUNITIES, THE FOUNDATION CONSIDERS THE FACETS THAT CONTRIBUTE TO A THRIVING COMMUNITY INCLUDING BUT NOT LIMITED TO ACCESS TO AFFORDALE, NUTRTIOUS FOOD, HOUSING, TRANSPORTATION, SOCIAL PARTICIPATION, OUTDOOR SPACES AND BUILDINGS, RESPECT AND SOCIAL INCLUSION, CIVIC PARTICIPATION AND EMPLOYMENT, COMMUNICATIONS, AND INFORMATION. THIS APPROACH RECOGNIZES THE WIDE RANGE OF RESOURCES THAT CAN BE LEVERAGED IN COMMUNITY TO ADDRESS FOOD INSECURITY, PROMOTE MENTAL HEALTH AND ADVANCE SOLUTIONS TO ISSUES FACING OLDER PEOPLE, AS INFORMED BY OLDER PEOPLE THEMSELVES. THE FOUNDATION RESPONDS FLEXIBLY TO COMMUNITY NEEDS AND PREFERENCES, AND FOLLOWS COMMUNITY'S LEAD. HEALTH AGING EFFORTS RESPECT OLDER PEOPLE'S DECISIONS AND LIFESTYLE CHOICES, AND PROMOTES OLDER PEOPLE'S INCLUSION IN AND CONTRIBUTION TO ALL AREAS OF COMMUNITY LIFE. AS IT RELATES TO ACCESS TO AFFORDABLE, NUTRITIOUS FOOD, THE FOUNDATION CONSIDERS WHAT IT TAKES TO BUILD CAPACITY AND SYSTEMS TO ADDRESS THE UNIQUE NEEDS IN COMMUNITIES MOST DISCRIMIATED AGAINST AND HONORS COMMUNITY WORK ALREADY IN SERVICE TO COMMUNITY. THE FOUNDATION STRATEGICALLY ENCOURAGES MORE COLLABORATION FOR BROADER IMPACT AND SUPPORTS ORGANIZATIONS SHARING BEST PRACTICES THAT LEAD TO IMPROVED COMMUNITY OUTCOMES IN AGING, FOOD ACCESS AND MENTAL HEALTH. IN 2022, THE FOUNDATION MADE 139 GRANTS TOTALING NEARLY $8 MILLION TO NONPROFIT ORGANIZATIONS WORKING IN THESE AREAS AND TO ADVANCE RACIAL JUSTICE, EQUITY AND ESPECIALLY TO SUPPORT NONPROFIT ORGANIZATIONS WORKING IN COMMUNITY TO ADDRESS THE COVID-19 PANDEMIC. ----------
FORM 990, PART III, LINE 4D DESCRIPTION OF ALL OTHER GRANT PROGRAMS POLICY AND ADVOCACY GRANTS: THE FOUNDATION SUPPORTS POLICY AND/OR SYSTEMS-LEVEL CHANGE TO IMPROVE ACCESS TO AFFORDABLE, NUTRITIOUS FOOD AND MENTAL HEALTH SERVICES AND TO ADVANCE AGE-FRIENDLY SOLUTIONS IN COMMUNITIES. THESE ACTIVITIES ARE PURPOSEFUL AND INTENTIONAL IN EDUCATING AND INFORMING DECISION-MAKERS; AND INCLUDE KEY STAKEHOLDERS AND OLDER PEOPLE IN POLICY AND SYSTEMS CHANGE. COLLABORATION AND COMMUNITY ENGAGEMENT (LEADERSHIP FUND): DESIGNED TO SUPPORT MULTIPLE COMMUNITY STAKEHOLDERS AND SECTORS TOWARD COMMON GOAL, SUPPORT FOR THIS WORK CONSIDERS CURRENT OR NEW ACTIVITIES THAT DIRECTLY OR INDIRECTLY LEAD TO AGE-FRIENDLY COMMUNITIES AND ADDRESS BARRIERS IN THE MOST VULNERABLE COMMUNITIES. ----------
FORM 990, PART VI, LINE 2 DETAIL OF FAMILY OR BUSINESS RELATIONSHIPS BUSINESS RELATIONSHIP - THE FOLLOWING INDIVIDUALS SERVED ON THE BOARDS OR WERE AN OFFICER OR KEY EMPLOYEE OF ONE OR MORE FOR-PROFIT-ORGANIZATIONS AFFILIATED WITH THE POINT32HEALTH FOUNDATION FROM 1/1/2022 TO 12/31/2022: CAIN HAYES, DIRECTOR; PRESIDENT & CEO SUSAN KEE, CLERK/SECRETARY (START 6/7/2022)/ VP DEP GC ----------
FORM 990, PART VI, LINE 3 DESCRIPTION OF MANAGEMENT ARRANGEMENT THE FOUNDATION IS A SUPPORTING ORGANIZATION OF TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION, INC. (TAHMO). TAHMO AND ITS SUBSIDIARY, POINT32HEALTH SERVICES, INC. (P32HS), PROVIDE ADMINISTRATIVE AND MANAGEMENT SERVICES TO THE FOUNDATION. ----------
FORM 990, PART VI, LINE 4 DETAILS OF CHANGES TO GOVERNING DOCUMENTS THE ORGANIZATION'S BYLAWS WERE AMENDED AND RESTATED TO REFLECT THE FOUNDATION'S NAME CHANGE AND ADDRESS. ----------
FORM 990, PART VI, LINE 6A AND 7A DETAIL OF MEMBERS OR STOCKHOLDERS TUFTS ASSOCIATED HEALTH MAINTENANCE ORGRANIZATION, INC. AS THE SOLE CORPORATE MEMBER OF THE FOUNDATION, ELECTS THE MEMBERS OF THE FOUNDATION'S GOVERNING BODY. ----------
FORM 990, PART VI, LINE 7B DETAIL OF MEMBERS OR STOCKHOLDERS DESCRIPTION OF CLASSES OF PERSONS, DECISIONS REQUIRING APPROVAL & TYPE OF VOTING RIGHTS. TAHMO, AS THE SOLE CORPORATE MEMBER OF THE FOUNDATION, HAS THE RIGHT TO MAKE CERTAIN DECISIONS REGARDING THE FOUNDATION, AND IS REQUIRED TO APPROVE ANY CHANGES TO THE FOUNDATION'S BYLAWS. ----------
FORM 990, PART VI, LINE 8B CONTEMPORANEOUS BOARD MEETING DOCUMENTATION THE ORGANIZATION CURRENTLY DOES NOT HAVE ANY STANDING COMMITTEES. IF IN THE FUTURE THE ORGANIZATION WERE TO HOLD COMMITTEE MEETINGS, THEN THE ORGANIZATION WOULD ALSO CONTEMPORANEOUSLY DOCUMENT COMMITTEE MEETINGS HELD AND WRITTEN ACTIONS UNDERTAKEN BY ITS COMMITTEES. ----------
FORM 990, PART VI, LINE 11B PROCESS USED TO REVIEW THE FORM 990 THIS FORM 990 WAS PREPARED BY THE ORGANIZATION'S S EXTERNAL ACCOUNTANT, REVIEWED BY POINT32HEALTH, INC.'S FINANCE DEPARTMENT AND CERTAIN SECTIONS ARE REVIEWED FOR INPUT BY SUBJECT MATTER PERSONNEL IN OTHER DEPARTMENTS THROUGHOUT THE ORGANIZATION. THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS BEFORE FILING. ----------
FORM 990, PART VI, LINE 12C MONITORING & ENFORCEMENT OF COMPLIANCE WITH CONFLICT-OF-INTEREST POLICY: THE POINT32HEALTH INC'S CONFLICT-OF-INTEREST (COI) POLICY AND PROCEDURES (P&P) APPLIES TO THE FILING COMPANY (POINT32HEALTH FOUNDATION) AS A SUBSIDIARY ORGANIZATION. THE POINT32HEALTH, INC.'S COI P&P IS REVIEWED ANNUALLY, REVISED AS NEEDED AND APPROVED UPON MATERIAL REVISIONS. THE POLICY REQUIRES ALL EMPLOYEES, INCLUDING THE PRESIDENT AND CEO, AND GOVERNING BODY MEMBERS TO COMPLY WITH THE COI POLICY AND PROCESSES. ALL EMPLOYEES RECEIVE ANNUAL COMPLIANCE TRAINING WHICH INCLUDE EXPECTATIONS RELATED TO FOLLOWING THE COI P&P. THE COI P&P REQUIRES THE OFFICERS, KEY EMPLOYEES AND BOARD OF DIRECTORS OF THE TAX-EXEMPT ENTITIES TO COMPLETE AND SUBMIT AN ANNUAL DISCLOSURE SURVEY AND STATEMENT TO THE CHIEF LEGAL OFFICER (CLO) OR DESIGNEE IN THE LEGAL DEPARTMENT, LISTING ANY OUTSIDE RELATIONSHIPS, INCLUDING FINANCIAL AND/OR BOARD RELATIONSHIPS THAT THEY OR A FAMILY MEMBER HAVE WITH POINT32HEALTH, INC.'S (OR ITS SUBSIDIARIES) SUPPLIERS, PURCHASERS, PROVIDERS AND/OR COMPETITORS. ADDITIONALLY, POINT32HEALTH, INC. REQUIRES EXECUTIVE MANAGEMENT AND SENIOR MANAGEMENT (AS DEFINED IN THE COI POLICY) TO COMPLETE AND SUBMIT AN ANNUAL DISCLOSURE SURVEY AND STATEMENT TO THE CHIEF COMPLIANCE OFFICER OR DIRECTOR, CORPORATE COMPLIANCE. BY COMPLETING THE ANNUAL DISCLOSURE STATEMENT, THESE INDIVIDUALS ACKNOWLEDGE THE POINT32HEALTH COI P&P. ALL EMPLOYEES ARE REQUIRED TO REPORT THE OFFER BY AN OUTSIDE ENTITY OF GIFTS OVER $250, HONORARIA OR COVERAGE OF BUSINESS EXPENSES, OR OTHER EVENTS OR RELATIONSHIPS THAT MAY BE PERCEIVED AS CONFLICTS TO THE CHIEF COMPLIANCE OFFICER, DIRECTOR, CORPORATE COMPLIANCE OR DESIGNEE AND THE EMPLOYEE'S MANAGEMENT. BOTH MUST APPROVE BEFORE ACCEPTANCE IS ALLOWED. THERE ARE PROTOCOLS AND PROCESSES TO REVIEW ANY DISCLOSURE THAT MIGHT BE A POTENTIAL CONFLICT OF INTEREST. BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES' RESPONSES TO THE DISCLOSURE SURVEY AND STATEMENT ARE REVIEWED BY THE CLO, WHO WILL REVIEW THE SELF-DISCLOSURE WITH THE CHAIR OF THE GOVERNANCE COMMITTEE OF THE BOARD OF DIRECTORS OF POINT32HEALTH, INC. AND DETERMINE EXPECTATIONS AND RECOMMENDED ACTIONS IF NEEDED. A SUMMARY REPORT OF ALL DISCLOSED ACTUAL OR POTENTIAL CONFLICTS ALONG WITH ANY RECOMMENDED ACTIONS TO ADDRESS A DISCLOSED ACTUAL OR POTENTIAL CONFLICT IS REVIEWED AND APPROVED BY THE GOVERNANCE COMMITTEE AND THE COMMITTEE'S REVIEW/FINDINGS ARE REPORTED TO THE FULL BOARD. THE CLO COMMUNICATES THE RECOMMEND ACTIONS TO INDIVIDUAL SURVEY RECIPIENTS. THE CHIEF COMPLIANCE OFFICER IS CONSULTED AND INFORMED OF THE DECISIONS MADE BY THE CLO OR LEGAL DESIGNEE. EXECUTIVE MANAGEMENT AND SENIOR MANAGEMENT'S RESPONSES TO THE DISCLOSURE SURVEY AND STATEMENT ARE REVIEWED BY THE DIRECTOR, CORPORATE COMPLIANCE AND CHIEF COMPLIANCE OFFICER, WHO WILL REPORT TO THE CLO ANY POTENTIAL CONFLICTS ALONG WITH ANY RECOMMENDED ACTIONS TO ADDRESS THE POTENTIAL CONFLICT, IF NECESSARY. RECOMMENDED ACTIONS/EXPECTATIONS ARE COMMUNICATED BY THE DIRECTOR, CORPORATE COMPLIANCE/CHIEF COMPLIANCE OFFICER TO IMPACTED INDIVIDUALS. FOR CONFLICT DISCLOSURES INVOLVING THE CHIEF COMPLIANCE OFFICER, THE CLO WILL MAKE THE FINAL DETERMINATION. ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST THAT ARISES AFTER COMPLETION OF THE DISCLOSURE SURVEY WILL FOLLOW THE SAME REVIEW PROCESS. ----------
FORM 990, PART VI, LINE 13 WRITTEN WHISTLEBLOWER/NON-RETALIATION POLICY THE FOUNDATION IS SUBJECT TO THE WRITTEN WHISTLEBLOWER/NON-RETALIATION POLICY WITHIN THE CODE OF CONDUCT THAT WAS APPROVED BY THE BOARD OF DIRECTORS OF POINT32HEALTH, INC. ----------
FORM 990, PART VI, LINE 14 WRITTEN DOCUMENT RETENTION POLICY THE FILING ORGANIZATION IS SUBJECT TO THE WRITTEN DOCUMENT RETENTION POLICY AND RECORD RETENTION SCHEDULE OF POINT32HEALTH, INC. ----------
FORM 990, PART VI, LINE 15A AND 15B COMPENSATION REVIEW AND APPROVAL THE FOUNDATION DOES NOT HAVE ANY EMPLOYEES. THE EMPLOYEES OF RELATED ORGANIZATIONS PROVIDE SERVICES TO THE FOUNDATION. THE PRESIDENT, CLERK, AND TREASURER ARE COMPENSATED SOLELY FOR THEIR CAPACITY AS EMPLOYEES OF POINT32HEALTH SERVICES, INC. A PORTION OF THEIR COMPENSATION IS REMUNERATION FOR DUTIES RELATED TO THE POINT32HEALTH FOUNDATION. ----------
FORM 990, PART VI, LINE 19 PROCESS FOR MAKING DOCUMENTS AVAILABLE TO THE PUBLIC THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND ANNUAL FINANCIAL REPORT AND QUARTERLY FINANCIAL UPDATES ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. ----------
FORM 990, PART VII, SUPPLEMENTAL COMPENSATION INFORMATION SUPPLEMENTAL COMPENSATION INFORMATION MARTY COHEN DID NOT EARN COMPENSATION IN 2022. NANCY GARRABRANTS DID NOT EARN COMPENSATION IN 2022. ----------
FORM 990, PART X BALANCE SHEET IN ORDER TO CONFORM TO THE CURRENT YEAR PRESENTATION, CERTAIN PRIOR YEAR BALANCES HAVE BEEN RESTATED DUE TO THE MERGER OF THE HARVARD PILGRIM HEALTH CARE FOUNDATION, INC. AND THE TUFTS HEALTH PLAN FOUNDATION, INC. INTO POINT32HEALTH FOUNDATION, INC. ----------
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
POINT32HEALTH FOUNDATION INC
 
Employer identification number

26-1374263
Part I
Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Total income


(e)
End-of-year assets


(f)
Direct controlling
entity











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


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Exempt Code section


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

(f)
Direct controlling
entity

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

CANTON,MA02021
04-2663394
HEALTH INSURA MA 501(C)(4) N/A HPHCINC
 
Yes
 
(2)TUFTS HEALTH PUBLIC PLANS INC
1 WELLNESS WAY

CANTON,MA02021
80-0721489
HMO MA 501(C)(4) N/A P32H
 
Yes
 
(3)POINT32HEALTH INC
1 WELLNESS WAY

CANTON,MA02021
81-4089215
HEALTHCARE MA 501(C)(4) N/A NA
 
 
No
(4)CARE PARTNERS OF CONNECTICUT INC
1 WELLNESS WAY

CANTON,MA02021
82-2604728
HMO CT 501(C)(4) N/A TAHMO
 
Yes
 
(5)TUFTS ASSOC HEALTH MAINTEN ORG INC
1 WELLNESS WAY

CANTON,MA02021
04-2674079
HMO MA 501(C)(4) N/A P32H
 
Yes
 
(6)HPHC INC
1 WELLNESS WAY

CANTON,MA02021
04-2452600
HEALTH INSURA MA 501(C)(3) 10 P32H
 
Yes
 
(7)HPHC FOUNDATION INC
1 WELLNESS WAY

CANTON,MA02021
04-2708004
COMMUNITY SVC MA 501(C)(3) 12A-I HPHCINC
 
Yes
 
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) CAREPARTNERS OF CT HOLDINGS LLC

1 WELLNESS WAY
CANTON,MA02021
82-3129930
HOLDING COMPANY CT TAHMO
 
N/A                
(2) CLARION MANAGEMENT SOLUTIONS LLC

1212 CORPORATE DRIVE SUITE 225
IRVING,TX75038
82-2713764
CLINICAL CONSULTG DE EH NEXUS
 
N/A                
(3) EMPLOYERS HEALTH NEXUS LLC

1500 W PARK DRIVE SUITE 330
WESTBOROUGH,MA01581
88-2938454
HOLDING COMPANY MA HEALTH PLANS
 
N/A                
(4) EMPLOYERS HEALTH NETWORK LLC

1212 CORPORATE DRIVE SUITE 225
IRVING,TX75038
47-1678150
SELF INSURANCE DE EH NEXUS
 
N/A                
(5) KP VENTURES LLC SERIES B

1 KAISER PLAZA
OAKLAND,CA94612
27-3339892
HEALTHCARE CA TAHMO
 
N/A                
(6) KP VENTURES LLC SERIES D

1 KAISER PLAZA
OAKLAND,CA94612
47-1874366
HEALTHCARE CA TAHMO
 
N/A                


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

1 WELLNESS WAY
CANTON,MA02021
04-3149694
HEALTH INSURANCE MA NEW HPHC HOLDCO
 
C CORP       Yes  
(2) PLAN MARKETING INSURANCE AGENCY INC

1500 W PARK DRIVE STE 330
WESTBOROUGH,MA01581
04-2734281
BROKERAGE MA HEALTH PLANS
 
C CORP       Yes  
(3) HPHC INSURANCE AGENCY INC

1 WELLNESS WAY
CANTON,MA02021
04-3016201
BROKERAGE MA NEW HPHC HOLDCO
 
C CORP       Yes  
(4) HEALTH PLANS INC

1500 W PARK DRIVE STE 330
WESTBOROUGH,MA01581
04-2734278
TPA MA NEW HPHC HOLDCO
 
C CORP       Yes  
(5) CARE MANAGEMENT SERVICES INC

1500 W PARK DRIVE STE 330
WESTBOROUGH,MA01581
04-3438779
CARE MANAGEMENT MA HEALTH PLANS
 
C CORP       Yes  
(6) NEW HPHC HOLDING CORPORATION

1 WELLNESS WAY
CANTON,MA02021
81-5340662
HOLDING COMPANY DE HPHC INC
 
C CORP       Yes  
(7) POINT32HEALTH SERVICES INC

1 WELLNESS WAY
CANTON,MA02021
04-2985923
MANAGEMENT SVCS DE TAHMO
 
C CORP       Yes  
(8) TUFTS INSURANCE COMPANY

1 WELLNESS WAY
CANTON,MA02021
04-3319729
INSURANCE MA P32H SRVCS INC
 
C CORP       Yes  
(9) TUFTS BENEFIT ADMINISTRATORS INC

1 WELLNESS WAY
CANTON,MA02021
04-3270923
TPA MA P32H SRVCS INC
 
C CORP       Yes  
(10) TOTAL HEALTH PLAN INC

1 WELLNESS WAY
CANTON,MA02021
04-2918943
TPA MA P32H SRVCS INC
 
C CORP       Yes  
(11) TAHP BROKERAGE CORPORATION

1 WELLNESS WAY
CANTON,MA02021
04-3072692
BROKERAGE MA P32H SRVCS INC
 
C CORP       Yes  
(12) INTEGRA PARTNERS HOLDINGS INC

100 WALL ST STE 2502
NEW YORK,NY10005
45-3032233
MED EQUIPT & SVCS NY TAHMO
 
C CORP       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
Yes
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
Yes
 
o Sharing of paid employees with related organization(s) ............................
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
 
No
q Reimbursement paid by related organization(s) for expenses ............................
1q
 
No
r Other transfer of cash or property to related organization(s) ............................
1r
 
No
s Other transfer of cash or property from related organization(s) ............................
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved
(1) TUFTS ASSOC HEALTH MAINTEN ORG INC

M 1,222,928 FMV
(2) HPHC INC

C 6,000,000 FMV




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


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