Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
CALIFORNIA PHYSICIANS' SERVICE FDN
DBA BLUE SHIELD OF CALIFORNIA FDN
Number and street (or P.O. box number if mail is not delivered to street address)315 MONTGOMERY STREET SUITE 1200
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SAN FRANCISCO, CA94104
A Employer identification number

94-2822302
B Telephone number (see instructions)

(415) 229-6080
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$77,351,171J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 20,000,125
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 2,135,988 2,135,988  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -208,864
b Gross sales price for all assets on line 6a 40,041,158
7 Capital gain net income (from Part IV, line 2)... 16,849,906
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
13,811 0  
12 Total. Add lines 1 through 11........ 21,941,060 18,985,894  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 70,000 0   70,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
57,750 0   57,750
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
4,457,362 12,819   4,444,543
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
348,986 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 151,674 0   151,674
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
763,030 0   751,425
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 5,848,802 12,819   5,475,392
25 Contributions, gifts, grants paid....... 17,819,396 18,255,346
26 Total expenses and disbursements. Add lines 24 and 25 23,668,198 12,819   23,730,738
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,727,138
b Net investment income (if negative, enter -0-) 18,973,075
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 247,976 180,190 180,190
2 Savings and temporary cash investments......... 7,821,080 6,385,852 6,385,852
3 Accounts receivable right arrow5,536
Less: allowance for doubtful accounts right arrow     5,536 5,536
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 209,430 108,793 108,793
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 21,748,501 Click to see attachment
List of Attached Documents:
// Content
26,530,523 		26,530,523
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 43,050,339 Click to see attachment
List of Attached Documents:
// Content
43,990,537 		43,990,537
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
338,282 		Click to see attachment
List of Attached Documents:
// Content
149,740 		Click to see attachment
List of Attached Documents:
// Content
149,740
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 73,415,608 77,351,171 77,351,171
Liabilities 17 Accounts payable and accrued expenses.......... 989,772 900,741
18 Grants payable................. 715,850 279,900
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
53,901
23 Total liabilities (add lines 17 through 22)......... 1,705,622 1,234,542
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 71,709,986 76,116,629
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 71,709,986 76,116,629
30 Total liabilities and net assets/fund balances (see instructions). 73,415,608 77,351,171
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
71,709,986
2
Enter amount from Part I, line 27a .....................
2
-1,727,138
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
14,098,094
4
Add lines 1, 2, and 3 ..........................
4
84,080,942
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
7,964,313
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
76,116,629
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES P    
b PUBLICLY TRADED SECURITIES P    
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 20,000,105   20,249,897 -249,792
b 20,041,053   2,941,355 17,099,698
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -249,792
b       17,099,698
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 16,849,906
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 263,726
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 263,726
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 263,726
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 264,057
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 264,057
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 82
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 249
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow249 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowCA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWWW.BLUESHIELDCAFOUNDATION.ORG
14
The books are in care ofright arrowDEBORAH CHANG CEO Telephone no.right arrow (415) 229-6080

Located atright arrow315 MONTGOMERY STREET SUITE 1200SAN FRANCISCOCA ZIP+4right arrow94104
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
Yes
 
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
ADRIANE LAMAR SNIDER CHAIR, AUDIT COMMITTEE
1.00 		9,000 0 4,649
C/O BLUE SHIELD OF CA FOUNDATION
315 MONTGOMERY STREET SUITE 1200
SAN FRANCISCO,CA94104
HELEN DUPLESSIS MD MPH CHAIR, GOVERNANCE COMMITTEE
1.00 		10,000 0 989
C/O BLUE SHIELD OF CA FOUNDATION
315 MONTGOMERY STREET SUITE 1200
SAN FRANCISCO,CA94104
KATHERINE FLORES MD CHAIR, HR COMMITTEE
1.00 		9,000 0 0
C/O BLUE SHIELD OF CA FOUNDATION
315 MONTGOMERY STREET SUITE 1200
SAN FRANCISCO,CA94104
LUIS GRANADOS TRUSTEE
1.00 		6,500 0 0
C/O BLUE SHIELD OF CA FOUNDATION
315 MONTGOMERY STREET SUITE 1200
SAN FRANCISCO,CA94104
MARICELA RIOS TRUSTEE
1.00 		9,500 0 2,574
C/O BLUE SHIELD OF CA FOUNDATION
315 MONTGOMERY STREET SUITE 1200
SAN FRANCISCO,CA94104
RAYMOND J BAXTER TRUSTEE
1.00 		12,500 0 2,003
C/O BLUE SHIELD OF CA FOUNDATION
315 MONTGOMERY STREET SUITE 1200
SAN FRANCISCO,CA94104
SHARON KIMBERLY BELSHE BOARD CHAIR
1.00 		13,500 0 35
C/O BLUE SHIELD OF CA FOUNDATION
315 MONTGOMERY STREET SUITE 1200
SAN FRANCISCO,CA94104
DEBORAH I CHANG PRESIDENT AND CEO
40.00 		0 0 0
C/O BLUE SHIELD OF CA FOUNDATION
315 MONTGOMERY STREET SUITE 1200
SAN FRANCISCO,CA94104
LISA DAVIS TRUSTEE
1.00 		0 0 0
C/O BLUE SHIELD OF CA FOUNDATION
315 MONTGOMERY STREET SUITE 1200
SAN FRANCISCO,CA94104
SANDY CLARKE TRUSTEE
1.00 		0 0 0
C/O BLUE SHIELD OF CA FOUNDATION
315 MONTGOMERY STREET SUITE 1200
SAN FRANCISCO,CA94104
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
THE HEALTH INITIATIVE CONSULTING SERVICES 425,000
77A JUNCTION SQUARE DRIVE
CONCORD,MA01742
MATHEMATICA INC CONSULTING SERVICES 299,958
600 ALEXANDRA PARK
PRINCETON,NJ08540
DAYLIGHT DESIGN LLC CONSULTING SERVICES 289,830
375 ALABAMA STREET SUITE 380
SAN FRANCISCO,CA94110
STRATEGIC PREVENTION SOLUTIONS CONSULTING SERVICES 236,230
PO BOX 22406
JUNEAU,AK99802
WE ARE RALLY CONSULTING SERVICES 216,517
5670 WILSHIRE BOULEVARD SUITE 820
LOS ANGELES,CA90036
Total number of others receiving over $50,000 for professional services.............right arrow27
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 THE HEALTH INITIATIVECONTRACT # 1205THE HEALTH INITIATIVE (THI) AND MANATT HEALTH HAVE PARTNERED WITH THE BLUE SHIELD OF CALIFORNIA FOUNDATION AND THE COMMONWEALTH FUND UNDER THE BANNER OF INVESTING IN HEALTH TO (1) IDENTIFY POTENTIAL CENTERS FOR MEDICARE AND MEDICAID SERVICES' (CMS) POLICY/REGULATORY CHANGES TO ADDRESS DRIVERS OF HEALTH (DOH) AND HEALTH EQUITY, (2) TEST, REFINE, AND CREATE MOMENTUM AROUND A SUBSET OF THESE CHANGES, AND (3) SPUR AND SUPPORT THEIR EXECUTION. TODAY, CMS HAS IMPLEMENTED (IN FULL OR PART) 66 PERCENT OF THE INVESTING IN HEALTH POLICY CHANGES, MOST NOTABLY ENACTING THE FIRST-EVER DOH MEASURES IN FEDERAL PAYMENT/QUALITY PROGRAMS AND AUTHORIZING NEW POLICY REGARDING USE OF "IN LIEU OF SERVICES" TO REIMBURSE HEALTH-RELATED SOCIAL SERVICES THROUGH MEDICAID MANAGED CARE.BASED ON DISCUSSIONS WITH AND REQUESTS BY STATE MEDICAID PROGRAMS AND FEDERAL STAKEHOLDERS, THE THI/MANATT TEAM REQUESTS SUPPORT TO (1) SUSTAIN MOMENTUM RELATIVE TO THE DOH MEASURES FOR 425,000
2 MATHEMATICA INC.CONTRACT 1170 - ADDRESSING AND PREVENTING INTIMATE PARTNER VIOLENCE THROUGH MEDICAID POLICYTHE GOAL OF THIS PROJECT IS TO CONTINUE MATHEMATICA'S WORK TO IDENTIFY AND ANALYZE STRATEGIES FOR PREVENTING AND ADDRESSING INTIMATE PARTNER VIOLENCE (IPV) THROUGH THE MEDICAID PROGRAM AND TO DEVELOP RELATED POLICY RECOMMENDATIONS. MATHEMATICA WILL CONDUCT LANDSCAPE SCANS AND PRODUCE ISSUE BRIEFS ON KEY TOPICS OF INTEREST TO BSCF:1. STRATEGIES FROM OTHER STATE MEDICAID AGENCIES TO ADDRESS AND PREVENT IPV;2. BEST PRACTICES FOR INCLUDING COMMUNITY HEALTH WORKER (CHW) SERVICES AS PART OF THE DEVELOPMENT AND IMPLEMENTATION OF CALIFORNIA'S STATE PLAN AMENDMENT;3. RISKS AND BENEFITS TO SURVIVORS OF INCLUDING REFERRALS FOR IPV IN CLOSED-LOOP REFERRAL PLATFORMS, COMMUNITY INFORMATION EXCHANGES, AND HEALTH INFORMATION EXCHANGES.TO GUIDE THE PROJECT, MATHEMATICA WILL ENGAGE A STAKEHOLDER COUNCIL COMPRISED OF INDIVIDUALS WITH LIVED EXPERIENCE, DIRECT SERVICE PROVIDERS, LEADERS OF 299,958
3 DAYLIGHT DESIGN LLCCONTRACT 1249 - CHANGING THE CONVERSATION ABOUT DOMESTIC VIOLENCE 2023 CAMPAIGNTHE CONSULTANT WILL ASSIST THE FOUNDATION IN DEVELOPING A JOURNALISTS' PLAYBOOK AND DOMESTIC VIOLENCE AWARENESS MONTH (DVAM) CAMPAIGN.CONSULTANT WILL RESEARCH A HANDBOOK THAT HELPS CALIFORNIA JOURNALISTS COVER DOMESTIC VIOLENCE MORE EFFECTIVELY. THEY WILL ALSO PROVIDE RECOMMENDATIONS ON DISSEMINATION AND DISTRIBUTION CHANNELS. IN ADDITION, THE CONSULTANT WILL GENERATE, PROTOTYPE, TEST, AND EVOLVE A RANGE OF DVAM CAMPAIGN CONCEPTS THAT HELP CHANGE PUBLIC PERCEPTIONS OF DOMESTIC VIOLENCE. THEY WILL ALSO BE DEFINING AND IMPLEMENTING IMPACT EVALUATION STRATEGIES.CONSULTANT WILL CONDUCT INTERVIEWS WITH SOME OF OUR DESIRED AUDIENCES AND COLLABORATE WITH BSCF AND ANOTHER CONSULTANT TO DEVELOP A PODCAST SERIES AND DISSEMINATE IT IN OCTOBER 2023 (DVAM). 289,830
4 INGRID HAPPOLDTCONTRACT 1164 - DOMESTIC VIOLENCE PREVENTION POLICY SUPPORTCONSULTANT WILL PROVIDE DOMESTIC VIOLENCE PREVENTION AND POLICY EXPERTISE TO INFORM THE FOUNDATION'S DOMESTIC VIOLENCE PREVENTION POLICY AGENDA. CONSULTANT WILL PROVIDE SUPPORT FOR RESEARCH, WRITING, AND ANALYSIS TO INFORM THE FOUNDATION'S POLICY CHANGE GOALS TO SPREAD AND SCALE PATHWAYS TO DOMESTIC VIOLENCE PREVENTION. CONSULTANT WILL CARRY OUT RESEARCH, LEVERAGE HER CONTACTS IN THE FIELDS OF DOMESTIC VIOLENCE AND HEALTH CARE TO GATHER INFORMATION, AND HELP SCOPE AND INFORM FOUNDATION EFFORTS TO DEVELOP PREVENTION POLICY STRATEGIES AT THE INTERSECTION OF HEALTH AND DOMESTIC VIOLENCE. CONSULTANT WILL INFORM AND SUPERVISE A PROJECT TO DEVELOP BASELINE INFORMATION ABOUT CALIFORNIA'S DOMESTIC VIOLENCE SYSTEM FOR POLICYMAKERS AND FIELD LEADERS. CONSULTANT WILL PERFORM ADDITIONAL POLICY RESEARCH AND ANALYSIS TASKS AS ASSIGNED BY FOUNDATION STAFF. 196,300
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
61,552,037
b
Average of monthly cash balances.......................
1b
5,988,730
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
67,540,767
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
67,540,767
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,013,112
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
66,527,655
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
3,326,383
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
3,326,383
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
263,726
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
263,726
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
3,062,657
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
3,062,657
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
3,062,657
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
23,730,738
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
23,730,738
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 3,062,657
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 18,439,413
b From 2019...... 28,366,145
c From 2020...... 42,109,142
d From 2021...... 30,056,576
e From 2022...... 43,990,317
f Total of lines 3a through e ........ 162,961,593
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 23,730,738
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 3,062,657
e Remaining amount distributed out of corpus 20,668,081
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 183,629,674
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		18,439,413
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		165,190,261
10 Analysis of line 9:
a Excess from 2019.... 28,366,145
b Excess from 2020.... 42,109,142
c Excess from 2021.... 30,056,576
d Excess from 2022.... 43,990,317
e Excess from 2023.... 20,668,081
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
BLUE SHIELD OF CALIFORNIA FOUNDATIO
315 MONTGOMERY STREET SUITE 1200
SAN FRANCISCO,CA94104
(415) 229-6080
BSCF@BLUESHIELDCAFOUNDATION.ORG
bThe form in which applications should be submitted and information and materials they should include:
GO TO OUR WEBSITE: HTTPS://BLUESHIELDCAFOUNDATION.ORG/GRANTS
cAny submission deadlines:
SEE WEBSITE FOR CURRENT DEADLINES
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
THE BLUE SHIELD OF CALIFORNIA FOUNDATION IS COMMITTED TO MAKING HEALTHCARE ACCESSIBLE, EFFECTIVE, AND AFFORDABLE FOR ALL CALIFORNIANS, PARTICULARLY UNDERSERVED PEOPLE, AND TO ENDING DOMESTIC VIOLENCE. IN 2023, THE FOUNDATION DISTRIBUTED RESOURCES ACROSS SEVEN PRIORITY AREAS, WHICH INVOLVED GRANT MAKING AND OTHER PROGRAMMATIC ACTIVITIES (E.G., RESEARCH, COMMUNICATIONS, COMMUNITY ENGAGEMENT AND PUBLIC AFFAIRS) THAT ADVANCE THE OUTCOMES SOUGHT BY THE FOUNDATION'S LONG TERM STRATEGY. PLEASE SEE OUR WEBSITE FOR MORE DETAILS ON PROGRAMMATIC PRIORITIES.
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ACCESS REPRODUCTIVE JUSTICE

PO BOX 3609
OAKLAND,CA94609 		N/A PC GENERAL OPERATING SUPPORT - REPRODUCTIVE HEALTHCARE 50,000

ALLIANCE FOR COMMUNITY TRANSFORMATIONS

PO BOX 2075
MARIPOSA,CA95338 		N/A PC LEVERAGING COLLABORATION TO END DOMESTIC VIOLENCE: PREVENTION AMONG HMONG COMMUNITIES IN SACRAMENTO 150,000

ALLIANCE FOR HEALTH POLICY

1225 19TH ST NW SUITE 710
WASHINGTON,DC20036 		N/A PC HEALTH POLICY WEBINAR ON DOMESTIC VIOLENCE AND HEALTH 50,000

ALLIANCE FOR JUSTICE

11 DUPONT CIRCLE NW SUITE 500
WASHINGTON,DC20036 		N/A PC INCREASING CALIFORNIA NONPROFITS ADVOCACY KNOWLEDGE AND CAPACITY 250,000

ASIAN PACIFIC FUND

345 CALIFORNIA STREET SUITE 700
SAN FRANCISCO,CA94104 		N/A PC GENERAL OPERATING SUPPORT FOR THE HALF MOON BAY SUPPORT FUND 50,000

ASIAN PACIFIC FUND

345 CALIFORNIA STREET SUITE 700
SAN FRANCISCO,CA94104 		N/A PC LEADERSHIP & DEVELOPMENT SUPPORT 50,000

BEND THE ARC

330 7TH AVE 19TH FLOOR
NEW YORK,NY10001 		N/A PC HAND IN HAND: THE DOMESTIC EMPLOYERS NETWORK 180,000

CALIFORNIA BLACK WOMEN'S HEALTH PROJECT

9800 S LA CIENEGA BLVD STE 905
INGLEWOOD,CA90301 		N/A PC ADVANCING COMMUNITY-LEVEL DOMESTIC VIOLENCE PREVENTION IN THE BLACK COMMUNITY 400,000

CALIFORNIA BUDGET & POLICY CENTER

1107 9TH STREET SUITE 310
SACRAMENTO,CA95814 		N/A PC GENERAL OPERATING SUPPORT 300,000

CALIFORNIA CHILDREN AND FAMILIES FOUNDATION INC

1115 ATLANTIC AVE
ALAMEDA,CA94501 		N/A PC EXPANDING HOME VISITING SERVICES TO PREVENT DOMESTIC VIOLENCE AND ADVANCE HEALTH EQUITY 125,000

CALIFORNIA COMMUNITY COLLEGES CALWORKS ASSOCIATION

4700 COLLEGE OAK DRIVE
SACRAMENTO,CA95841 		N/A PC STUDENT PARENTS ARE RE-IMAGINING CALWORKS 357,362

CALIFORNIA IMMIGRANT POLICY CENTER

634 S SPRING ST STE 600
LOS ANGELES,CA90014 		N/A PC GENERAL OPERATING SUPPORT 500,000

CALIFORNIA PARTNERSHIP TO END DOMESTIC VIOLENCE

PO BOX 151
SACRAMENTO,CA958120151 		N/A PC GENERAL OPERATING SUPPORT 540,000

CALIFORNIA STATE UNIVERSITY FRESNO FOUNDATION

1625 E SHAW AVE 146
FRESNO,CA93710 		N/A PC GENERAL OPERATING SUPPORT FOR THE CENTRAL CALIFORNIA PUBLIC HEALTH CONSORTIUM 515,000

CALMATTERS

1017 L STREET 261
SACRAMENTO,CA95814 		N/A PC THE CALIFORNIA DIVIDE PROJECT 400,000

CANDID

32 OLD SLIP 24TH FLOOR
NEW YORK,NY10005 		N/A PC GENERAL OPERATING SUPPORT FOR CANDID TO SUPPORT GRANTEE DEMOGRAPHIC DATA COLLECTION AND OTHER DATA EQUITY EFFORTS 250,000

CAPITAL & MAIN

1910 W SUNSET BLVD SUITE 740
LOS ANGELES,CA90026 		N/A PC COVERING ECONOMIC INEQUALITY IN CALIFORNIA 100,000

CENTER FOR COMMUNITY CHANGE

1536 U STREET NW
WASHINGTON,DC20009 		N/A PC DEVELOPING A NARRATIVE CHANGE STRATEGY TO ADVANCE EQUITABLE ECONOMIC SECURITY POLICIES IN CALIFORNIA 150,000

CHILD CARE LAW CENTER

1220 SEVENTH STREET 2ND FLOOR
BERKELEY,CA94710 		N/A PC GENERAL OPERATING SUPPORT 200,000

CHILDREN NOW

1404 FRANKLIN STREET SUITE 700
OAKLAND,CA94612 		N/A PC EXPANDING HOME VISITING PROGRAMS IN CALIFORNIA TO PREVENT DOMESTIC VIOLENCE AND ADVANCE HEALTH EQUITY 300,000

CHILDREN'S COUNCIL OF SAN FRANCISCO

445 CHURCH STREET
SAN FRANCISCO,CA94114 		N/A PC SCALING A FAMILY CHILD CARE BUSINESS INCUBATOR PROGRAM 200,000

CIRCLES OF SUPPORT AND ACCOUNTABILITY - FRESNO INC

4840 N FIRST ST
FRESNO,CA93726 		N/A PC RESTORATIVE PRACTICES TO END DOMESTIC VIOLENCE: INVESTING IN COMMUNITY CAPACITY FOR RESTORATIVE PRACTICES THAT PROMOTE HEALING AND PREVENTION 100,000

CITY AND COUNTY OF SAN FRANCISCO

25 VAN NESS AVENUE
SAN FRANCISCO,CA94102 		N/A GOV LEVERAGING COLLABORATION TO END DOMESTIC VIOLENCE: PREVENTION AMONG FAITH COMMUNITIES AND CITY AGENCIES IN SAN FRANCISCO 150,000

COLORADO NONPROFIT DEVELOPMENT CENTER

PO BOX 18770
DENVER,CO80218 		N/A PC GENERAL OPERATING SUPPORT FOR EXPANDING THE BENCH 75,000

COMITE CIVICO DEL VALLE

235 MAIN STREET
BRAWLEY,CA92227 		N/A PC EMERGING LEADERS - DANIELA FLORES 50,000

COMMON CAUSE EDUCATION FUND

430 S GARFIELD AVE
ALHAMBRA,CA91801 		N/A PC GENERAL OPERATING SUPPORT FOR CALIFORNIA COMMON CAUSE 125,000

COMMUNITY PARTNERS

1000 N ALAMEDA STREET SUITE 240
LOS ANGELES,CA900121804 		N/A PC PARENT VOICES 100,000

COMMUNITY PARTNERS

1000 N ALAMEDA STREET SUITE 240
LOS ANGELES,CA900121804 		N/A PC GENERAL OPERATING SUPPORT FOR THE CALIFORNIA ACCOUNTABLE COMMUNITIES FOR HEALTH INITIATIVE 500,000

CORAHU LLC

1721 BROADWAY STE 201
OAKLAND,CA94612 		N/A NC EMERGING LEADER JOSE CORDON 15,850

COUNTY OF CONTRA COSTA

40 DOUGLAS DRIVE
MARTINEZ,CA945534068 		N/A GOV LEVERAGING COLLABORATION TO END DOMESTIC VIOLENCE: PREVENTION STRATEGIES AMONG PUBLIC AGENCIES IN CONTRA COSTA COUNTY 150,000

DEAFHOPE

470 27TH STREET
OAKLAND,CA94612 		N/A PC RESTORATIVE PRACTICES TO END DOMESTIC VIOLENCE: INVESTING IN COMMUNITY CAPACITY AND EVIDENCE FOR RESTORATIVE PRACTICES THAT PROMOTE HEALING AND PREVENTION 700,000

EAST LOS ANGELES WOMEN'S CENTER

1431 S ATLANTIC BLVD
LOS ANGELES,CA900225011 		N/A PC RESTORATIVE PRACTICES TO END DOMESTIC VIOLENCE: INVESTING IN COMMUNITY CAPACITY AND EVIDENCE FOR RESTORATIVE PRACTICES THAT PROMOTE HEALING AND PREVENTION 700,000

FREEFROM

12405 VENICE BLVD 422
LOS ANGELES,CA90066 		N/A PC GENERAL OPERATING SUPPORT 500,000

FUND FOR SANTA BARBARA

1219 STATE STREET
SANTA BARBARA,CA93101 		N/A PC CROSS-SECTOR EQUITY COLLABORATION TOOLKIT 50,000

GAY & LESBIAN COMMUNITY SERVICES CENTER OF ORANGE COUNTY

1605 N SPURGEON STREET
SANTA ANA,CA92701 		N/A PC GENERAL OPERATING SUPPORT 20,000

GIFFORDS LAW CENTER TO PREVENT GUN VIOLENCE

268 BUSH STREET 555
SAN FRANCISCO,CA94104 		N/A PC STRATEGIC COMMUNICATIONS CAMPAIGN 30,000

GOLDEN STATE OPPORTUNITY

345 CALIFORNIA STREET 600
SAN FRANCISCO,CA94104 		N/A PC GENERAL OPERATING SUPPORT 150,000

HEALING TOGETHER

5111 TELEGRAPH AVE STE 310
OAKLAND,CA94609 		N/A PC RESTORATIVE PRACTICES TO END DOMESTIC VIOLENCE: INVESTING IN COMMUNITY CAPACITY AND EVIDENCE FOR RESTORATIVE PRACTICES THAT PROMOTE HEALING AND PREVENTION 600,000

INDEPENDENT ARTS & MEDIA

PO BOX 420442
SAN FRANCISCO,CA94142 		N/A PC EL TMPANO; COVERAGE OF HEALTH EQUITY AND WOMEN'S ISSUES 100,000

JENESSE CENTER INC

PO BOX 8476
LOS ANGELES,CA90008 		N/A PC ADVANCING CULTURALLY RESPONSIVE DOMESTIC VIOLENCE PREVENTION POLICY AND PRACTICE 500,000

LEAGUE OF CALIFORNIA COMMUNITY FOUNDATIONS

465 CALIFORNIA STREET SUITE 809
SAN FRANCISCO,CA94104 		N/A PC GENERAL OPERATING SUPPORT FOR DISASTER RELIEF RECOVERY, AND RESILIENCE FUND 50,000

LEGAL AID AT WORK

180 MONTGOMERY STREET SUITE 600
SAN FRANCISCO,CA94104 		N/A PC ADVANCING PAID FAMILY LEAVE IN CALIFORNIA 430,000

MANATT

2049 CENTURY PARK EAST SUITE 1700
LOS ANGELES,CA90067 		N/A NC PHASE 1 COMPLETION OF AUTOMATING THE INTEGRATION OF MULTIPLE FUNDING SOURCES TO FINANCE SOCIAL DETERMINANTS OF HEALTH INITIATIVES 25,000

MICHIGAN PUBLIC HEALTH INSTITUTE

2436 WOODLAKE CIRCLE SUITE 300
OKEMOS,MI48864 		N/A PC ADVANCING PHILANTHROPIC APPROACHES TO CENTER AND ENGAGE GRANTEES AND COMMUNITY PARTNERS IN DECISION MAKING 100,000

NATIONAL ACADEMY OF SCIENCES

THE NATIONAL ACADEMIES 500 FIFTH
STREET NW
WASHINGTON,DC20001 		N/A PC GENERAL OPERATING SUPPORT 50,000

NATIONAL DOMESTIC WORKERS ALLIANCE

45 BROADWAY STE 320
NEW YORK,NY10006 		N/A PC CARE CAN'T WAIT CALIFORNIA 250,000

NATIONAL OPINION RESEARCH CENTER

55 E MONROE ST 30TH FLOOR
CHICAGO,IL60603 		N/A PC EXPANDING THE SURVEY PANEL FOR BLACK, ASIAN AMERICAN, NATIVE HAWAIIAN, AND PACIFIC ISLANDER POPULATIONS 500,000

PREVENTION INSTITUTE

221 OAK STREET
OAKLAND,CA94607 		N/A PC LEVERAGING COLLABORATION TO END DOMESTIC VIOLENCE: CONVENING A STATEWIDE NETWORK OF MULTISECTOR COLLABORATIVES PREVENTING DOMESTIC VIOLENCE 160,000

PUBLIC HEALTH ADVOCATES

PO BOX 2309
DAVIS,CA95617 		N/A PC GENERAL OPERATING SUPPORT 400,000

PUBLIC HEALTH FOUNDATION ENTERPRISES INC

13300 CROSSROADS PARKWAY NORTH
SUITE 450
CITY OF INDUSTRY,CA91746 		N/A PC EXPANDING THE ABUNDANT BIRTH GUARANTEED INCOME PILOT 200,000

PUBLIC HEALTH INSTITUTE

555 12TH STREET SUITE 290
OAKLAND,CA946073601 		N/A PC BUILDING COMMUNICATIONS CAPACITY AMONG CALIFORNIAS LOCAL HEALTH DEPARTMENTS 225,000

PUBLIC HEALTH INSTITUTE

555 12TH STREET SUITE 290
OAKLAND,CA946073601 		N/A PC GENERAL OPERATING SUPPORT FOR STATE OF EQUITY 475,000

PUBLIC HEALTH INSTITUTE

555 12TH STREET SUITE 290
OAKLAND,CA946073601 		N/A PC GENERAL OPERATING SUPPORT FOR PUBLIC HEALTH ALLIANCE OF SOUTHERN CALIFORNIA 515,000

PUBLIC HEALTH INSTITUTE

555 12TH STREET SUITE 290
OAKLAND,CA946073601 		N/A PC GENERATION EQUITY FELLOWSHIP 30,000

PUBLIC HEALTH INSTITUTE

555 12TH STREET SUITE 290
OAKLAND,CA946073601 		N/A PC PILOTING AND LAUNCHING AN ONLINE EQUITY IN COLLABORATION TOOLKIT 275,000

PUBLIC HEALTH INSTITUTE

555 12TH STREET SUITE 290
OAKLAND,CA946073601 		N/A PC LEVERAGING COLLABORATION TO END DOMESTIC VIOLENCE: PREVENTION OF ADVERSE CHILDHOOD EXPERIENCES IN NORTHERN CALIFORNIA COUNTIES 150,000

REGENTS OF THE UNIVERSITY OF CALIFORNIA AT SAN DIEGO

9500 GILMAN MC0615
SAN DIEGO,CA92093 		N/A PC SAN DIEGO REFUGEE COMMUNITIES COALITION: BUILDING THE COLLECTIVE POWER OF REFUGEE COMMUNITIES TO ADVOCATE FOR HEALTH EQUITY 240,000

RESTORATIVE JUSTICE FOR OAKLAND YOUTH RJOY

173 FILBERT ST
OAKLAND,CA94607 		N/A PC RESTORATIVE PRACTICES TO END DOMESTIC VIOLENCE: INVESTING IN COMMUNITY CAPACITY AND EVIDENCE FOR RESTORATIVE PRACTICES THAT PROMOTE HEALING AND PREVENTION 700,000

SAN FRANCISCO STUDY CENTER

1663 MISSION ST 310
SAN FRANCISCO,CA94103 		N/A PC ETHNIC MEDIA SERVICES; SUSTAINING THE SECTOR 200,000

SBCS CORPORATION

430 F STREET
CHULA VISTA,CA91910 		N/A PC LEVERAGING COLLABORATION TO END DOMESTIC VIOLENCE: PREVENTING DOMESTIC VIOLENCE BY INCORPORATING TEEN DATING VIOLENCE EDUCATION IN SOUTH SAN DIEGO SCHOOLS 150,000

SCHOLARSHIP AMERICA INC

ONE SCHOLARSHIP WAY
SAINT PETER,MN56082 		N/A PC SCHOLARSHIP AMERICA PROGRAM 2023 33,000

SUCCESS STORIES PROGRAM

1175 BAKER ST STE E19
COSTA MESA,CA92626 		N/A PC RESTORATIVE PRACTICES TO END DOMESTIC VIOLENCE: INVESTING IN COMMUNITY CAPACITY FOR RESTORATIVE PRACTICES THAT PROMOTE HEALING AND PREVENTION 100,000

THE ASPEN INSTITUTE

2300 N STREET NW SUITE 700
WASHINGTON,DC20037 		N/A PC WOMEN IN THE ECONOMY STORYTELLING STRATEGY 50,000

THE REGENTS OF THE UNIVERSITY OF CALIFORNIA AT BERKELEY

C/O SPONSORED PROJECTS OFFICE 1608
FOURTH ST STE 220 MAIL CODE 5940
BERKELEY,CA947101749 		N/A PC GENERAL OPERATING SUPPORT FOR THE CALIFORNIA POLICY LAB 250,000

THE TRANSLATIN COALITION

3055 WILSHIRE BLVD STE 350
LOS ANGELES,CA90010 		N/A PC CALIFORNIA TRANS POLICY ALLIANCE: BUILDING THE POLICY ADVOCACY CAPACITY OF TRANSGENDER COMMUNITIES TO ADVOCATE FOR HEALTH EQUITY AND SAFETY 125,000

TIDES CENTER

PO BOX 29907
SAN FRANCISCO,CA94129 		N/A PC GENERAL OPERATING SUPPORT FOR BAY AREA REGIONAL HEALTH INEQUITIES INITIATIVE (BARHII) 515,000

UNITED WAYS OF CALIFORNIA

1107 FAIR OAKS AVE NBR 12
SOUTH PASADENA,CA910303311 		N/A PC ADVANCING EQUITABLE ACCESS TO TAX CREDITS AND INCOME SUPPORTS IN CA 350,000

UNIVERSITY OF SOUTHERN CALIFORNIA

ANNENBERG SCHOOL FOR COMMUNICATION
AND JOURNALISM 3502 WATT WAY
LOS ANGELES,CA90007 		N/A PC CALIFORNIA HEALTH EQUITY AND DOMESTIC VIOLENCE JOURNALISM 338,000

UNIVERSITY OF SOUTHERN CALIFORNIA

ANNENBERG SCHOOL FOR COMMUNICATION
AND JOURNALISM 3502 WATT WAY
LOS ANGELES,CA90007 		N/A PC LAUNCHING A HEALTH EQUITY REPORTING COLLABORATIVE 336,134

VALORUS

1215 K STREET 1850
SACRAMENTO,CA958143956 		N/A PC ADVANCING DOMESTIC VIOLENCE PREVENTION THROUGH COMMUNITY INFLUENCERS 400,000

WEAVE INC

1900 K STREET
SACRAMENTO,CA95811 		N/A PC LEVERAGING COLLABORATION TO END DOMESTIC VIOLENCE: PREVENTION AMONG DOMESTIC VIOLENCE SERVICE PROVIDERS AND AGENCIES IN SACRAMENTO 150,000

WESTERN CENTER ON LAW AND POVERTY

3701 WILSHIRE BLVD SUITE 208
LOS ANGELES,CA900102826 		N/A PC GENERAL OPERATING SUPPORT 100,000

WOMEN'S FOUNDATION OF CALIFORNIA

1301 CLAY ST 71719
OAKLAND,CA94612 		N/A PC SUPPORTING THE DOMESTIC VIOLENCE HOUSING OPPORTUNITIES MEANS EVERYTHING (HOME) COHORT 650,000
Total .................................right arrow 3a 18,255,346
bApproved for future payment

PALM SPRINGS AIR MUSEUM
745 NORTH GENE AUTRY TRAIL
PALM SPRINGS,CA92262 		N/A PC GENERAL OPERATING SUPPORT FOR CA STORM RELIEF 25,000

THE REGENTS OF THE UNIVERSITY OF CALIFORNIA AT BERKELEY
BEVERLY ROAD
BERKELEY,CA947101749 		N/A PC FEDERAL POLICY RESEARCH ON CARE WORKERS 175,000

SOUTHERN CALIFORNIA GRANTMAKERS
3537 JOHNSON COURT
LOS ANGELES,CA90012 		N/A PC BOOSTING NON-PROFIT REPORTING OF DEMOGRAPHIC INFORMATION TO TRACK PHILANTHROPIC FUNDING OF BIPOC-LED ORGANIZATIONS 50,000

REGENTS OF THE UNIVERSITY OF CALIFORNIA AT SAN DIEGO
9500 GILMAN MC0615
SAN DIEGO,CA92093 		N/A PC EMERGING LEADERS - AMINA 29,900
Total ................................. right arrow 3b 279,900
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 2,135,988  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 -208,864  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME 		    18 13,811  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 1,940,935 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,940,935
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


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

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
CALIFORNIA PHYSICIANS' SERVICE FDN
DBA BLUE SHIELD OF CALIFORNIA FDN
Employer identification number

94-2822302
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) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
CALIFORNIA PHYSICIANS' SERVICE FDN
DBA BLUE SHIELD OF CALIFORNIA FDN 		Employer identification number
94-2822302
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
BLUE SHIELD OF CALIFORNIA
 
601 12TH STREET
 
OAKLAND, CA94607

$ 20,000,125


(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) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
CALIFORNIA PHYSICIANS' SERVICE FDN
DBA BLUE SHIELD OF CALIFORNIA FDN 		Employer identification number

94-2822302
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
1
 STOCK DONATION $ 20,000,125 2023-12-13
(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) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
CALIFORNIA PHYSICIANS' SERVICE FDN
DBA BLUE SHIELD OF CALIFORNIA FDN 		Employer identification number

94-2822302
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) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
CALIFORNIA PHYSICIANS' SERVICE FDN
 
DBA BLUE SHIELD OF CALIFORNIA FDN
EIN:
94-2822302
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 57,750 0   57,750

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2023 ExpenditureResponsibilityStmt
Name:
CALIFORNIA PHYSICIANS' SERVICE FDN
 
DBA BLUE SHIELD OF CALIFORNIA FDN
EIN:
94-2822302
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
MANATT
  		2049 CENTURY PARK EAST SUITE 1700
LOS ANGELES,CA90067 		2023-09-15 25,000 TO DEVELOP AND TEST AN OPEN SOURCE WEB-BASED UTILITY TO INTEGRATE AND ALIGN THE REQUIREMENTS OF A BROAD ARRAY OF PUBLIC AND PRIVATE FUNDS THAT CAN BE BRAIDED AND BLENDED TO ADDRESS THE IMPACTS OF SOCIAL DETERMINANTS OF HEALTH.   NO DIVERSION OF GRANT FUNDS WAS FOUND. FINAL REPORT: 12/01/23   BLUE SHIELD OF CALIFORNIA FOUNDATION REVIEWED THE GRANT REPORTS RECEIVED BUT DID NOT UNDERTAKE ANY VERIFICATION OF THE GRANTEE'S REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY.
CORAHU LLC
  		1721 BROADWAY STE 201
OAKLAND,CA94612 		2023-01-12 15,850 TO SUPPORT EMERGING LEADER JOSE CORDON.   NO DIVERSION OF GRANT FUNDS WAS FOUND. FINAL REPORT: 02/01/24   BLUE SHIELD OF CALIFORNIA FOUNDATION REVIEWED THE GRANT REPORTS RECEIVED BUT DID NOT UNDERTAKE ANY VERIFICATION OF THE GRANTEE'S REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY.

TY 2023 GeneralExplanationAttachment
Name:
CALIFORNIA PHYSICIANS' SERVICE FDN
 
DBA BLUE SHIELD OF CALIFORNIA FDN
EIN:
94-2822302
Identifier Return Reference Explanation
OTHER INCREASES AND DECREASES IN NET ASSETS FORM 990-PF, PART III ASSETS OR FUND BALANCES:CALIFORNIA PHYSICIAN'S SERVICE (DBA BLUE SHIELD OF CALIFORNIA, INC.), A SUBSTANTIAL CONTRIBUTOR, PAID THE FOUNDATION'S STAFFING COST AND MUCH OF ITS ADMINISTRATIVE COSTS. CALIFORNIA PHYSICIANS' SERVICE (DBA BLUE SHIELD OF CALIFORNIA, INC.) RECEIVED NO REIMBURSEMENT OR COMPENSATION FOR THESE COSTS, WHICH WERE RECORDED AS AN IN-KIND GIFT BY THE FOUNDATION. THE ESTIMATED VALUE OF THE ADMINISTRATIVE COSTS AND PERSONNEL PROVIDED TO THE FOUNDATION WAS APPROXIMATELY: $7,964,313.
  FORM 990-PF, PART VIII-A - LINE 1 CONTINUED MEDICAID AND MEDICARE, PROVIDING TARGETED EDUCATION AND TECHNICAL SUPPORT TO STATE AND FEDERAL STAKEHOLDERS, AND (2) TACKLE THE NEXT SET OF INVESTING IN HEALTH POLICY/REGULATORY CHANGES FOCUSED ON UNLOCKING DOLLARS TO IMPROVE HEALTH FOCUSED ON THE FIVE DOH DOMAINS (FOOD, HOUSING, TRANSPORTATION, UTILITIES, AND INTERPERSONAL VIOLENCE, INCLUDING INTIMATE PARTNER VIOLENCE) IN THE MEASURES, BY DEVELOPING AN ACTIONABLE FRAMEWORK FOR FINANCING INVESTMENTS IN THE COMMUNITY SERVICES AND CAPACITY NECESSARY TO DELIVER HEALTH, ADDRESS INEQUITIES, AND REDUCE COSTS.
  FORM 990-PF, PART VIII-A - LINE 2 CONTINUED IPV SERVICE PROVIDER ORGANIZATIONS, AND OTHERS WITH "ON THE GROUND" PERSPECTIVES REGARDING OPERATIONAL ISSUES RELATED TO MEDI-CAL COVERAGE OF SERVICES FOR SURVIVORS AND THOSE AT RISK. MATHEMATICA WILL GATHER INPUT FROM THE COUNCIL ON RESEARCH PRIORITIES. MATHEMATICA WILL ALSO ASSESS THE POTENTIAL FOR A FUTURE LEARNING COLLABORATIVE WITH STATE MEDICAID AGENCIES TO SHARE BEST PRACTICES, QUESTIONS, AND EXPERIENCES RELATED IDENTIFYING, ADDRESSING, AND PREVENTING IPV. MATHEMATICA WILL ENGAGE WITH ADDITIONAL STAKEHOLDERS THROUGHOUT THE PROJECT AND PARTICIPATE IN DISSEMINATION ACTIVITIES, SUCH AS AD HOC PRESENTATIONS AND MEETINGS WITH POLICYMAKERS AND LEADERS FROM THE FIELD.

TY 2023 InvestmentsCorpStockSchedule
Name:
CALIFORNIA PHYSICIANS' SERVICE FDN
 
DBA BLUE SHIELD OF CALIFORNIA FDN
EIN:
94-2822302
Name of Stock End of Year Book Value End of Year Fair Market Value
U.S. COMMON STOCK 26,530,523 26,530,523

TY 2023 InvestmentsOtherSchedule2
Name:
CALIFORNIA PHYSICIANS' SERVICE FDN
 
DBA BLUE SHIELD OF CALIFORNIA FDN
EIN:
94-2822302
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
FIXED INCOME FUNDS FMV 43,919,673 43,919,673
OTHER INVESTMENTS FMV 70,864 70,864

TY 2023 OtherAssetsSchedule
Name:
CALIFORNIA PHYSICIANS' SERVICE FDN
 
DBA BLUE SHIELD OF CALIFORNIA FDN
EIN:
94-2822302
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
ACCRUED INVESTMENT INCOME 126,529 149,409 149,409
EXCISE TAX RECEIVABLE 180,394 331 331
DEFERRED TAX ASSET 31,359   0


TY 2023 OtherDecreasesSchedule
Name:
CALIFORNIA PHYSICIANS' SERVICE FDN
 
DBA BLUE SHIELD OF CALIFORNIA FDN
EIN:
94-2822302
Description Amount
IN-KIND GIFTS OF PERSONNEL, ADMINISTRATIVE SERVICES, AND FACILITIES 7,964,313


TY 2023 OtherExpensesSchedule
Name:
CALIFORNIA PHYSICIANS' SERVICE FDN
 
DBA BLUE SHIELD OF CALIFORNIA FDN
EIN:
94-2822302
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BOARD MEETING EXPENSES 129,326 0   129,326
HONORARIA EXPENSES 43,908 0   43,908
INTERNAL/TEAM MEETINGS 23,381 0   23,381
IT / TELECOMMUNICATIONS 193,669 0   193,669
LICENSE & FEES 1,001 0   1,001
MARKETING 130,883 0   130,883
MEMBERSHIPS 185,758 0   185,758
OFFICE SUPPLIES 2,223 0   2,223
STAFF TRAINING & DEVELOPMENT 38,991 0   38,991
STATE FILING FEE 400 0   400
SUBSCRIPTIONS 9,839 0   9,839
ACCRUAL TO CASH ADJUSTMENT 0 0   -11,605
EVENTS - HOSTED 3,651 0   3,651


TY 2023 OtherIncomeSchedule2
Name:
CALIFORNIA PHYSICIANS' SERVICE FDN
 
DBA BLUE SHIELD OF CALIFORNIA FDN
EIN:
94-2822302
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 13,811   13,811


TY 2023 OtherIncreasesSchedule
Name:
CALIFORNIA PHYSICIANS' SERVICE FDN
 
DBA BLUE SHIELD OF CALIFORNIA FDN
EIN:
94-2822302
Description Amount
UNREALIZED GAIN ON INVESTMENTS 6,133,781
IN-KIND GIFTS OF PERSONNEL, ADMINISTRATIVE SERVICES, AND FACILITIES 7,964,313


TY 2023 OtherLiabilitiesSchedule
Name:
CALIFORNIA PHYSICIANS' SERVICE FDN
 
DBA BLUE SHIELD OF CALIFORNIA FDN
EIN:
94-2822302
Description Beginning of Year - Book Value End of Year - Book Value
EXCISE TAX PAYABLE 0 53,901


TY 2023 OtherProfessionalFeesSchedule
Name:
CALIFORNIA PHYSICIANS' SERVICE FDN
 
DBA BLUE SHIELD OF CALIFORNIA FDN
EIN:
94-2822302
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PROGRAM CONSULTING & EVALUATION 4,444,543 0   4,444,543
INVESTMENT MANAGEMENT FEES 12,819 12,819   0


TY 2023 TaxesSchedule
Name:
CALIFORNIA PHYSICIANS' SERVICE FDN
 
DBA BLUE SHIELD OF CALIFORNIA FDN
EIN:
94-2822302
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX EXPENSES 348,986 0   0