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
Blue Cross Blue Shield of North Dakota Caring Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)4510 13th Ave South
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Fargo, ND58121
A Employer identification number

36-3606394
B Telephone number (see instructions)

(701) 282-1100
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$19,266,790J 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) 2,907,501
2 Check right arrow.............
3 Interest on savings and temporary cash investments   16  
4 Dividends and interest from securities... 421,460 421,460  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 144,166
b Gross sales price for all assets on line 6a 756,853
7 Capital gain net income (from Part IV, line 2)... 144,166
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances 0
b Less: Cost of goods sold.... 0
c Gross profit or (loss) (attach schedule)..... 0  
11 Other income (attach schedule)....... 0 0 0
12 Total. Add lines 1 through 11........ 3,473,127 565,642 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 0 0 0 0
b Accounting fees (attach schedule)....... 0 0 0 0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
6,755 6,755 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
7,552 0 0 0
19 Depreciation (attach schedule) and depletion... 0 0 0
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
399,365 0 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 413,672 6,755 0 0
25 Contributions, gifts, grants paid....... 759,210 759,210
26 Total expenses and disbursements. Add lines 24 and 25 1,172,882 6,755 0 759,210
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,300,245
b Net investment income (if negative, enter -0-) 558,887
c Adjusted net income (if negative, enter -0-)... 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............. 84,394 83,258 83,258
2 Savings and temporary cash investments......... 800 1,439 1,439
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow   0 0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow   0 0 0
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)..... 0 0 0
7 Other notes and loans receivable (attach schedule) right arrow0
Less: allowance for doubtful accounts right arrow0 0 0 0
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 0 0 0
b Investments—corporate stock (attach schedule)....... 0 Click to see attachment
List of Attached Documents:
// Content
0 		0
c Investments—corporate bonds (attach schedule)....... 0   0
11 Investments—land, buildings, and equipment: basis right arrow0
Less: accumulated depreciation (attach schedule) right arrow0 0   0
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 14,986,261 Click to see attachment
List of Attached Documents:
// Content
19,169,232 		19,169,232
14 Land, buildings, and equipment: basis right arrow0
Less: accumulated depreciation (attach schedule) right arrow0 0   0
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
19,342 		Click to see attachment
List of Attached Documents:
// Content
12,861 		Click to see attachment
List of Attached Documents:
// Content
12,861
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 15,090,797 19,266,790 19,266,790
Liabilities 17 Accounts payable and accrued expenses.......... 1,528 1,640
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons 0 0
21 Mortgages and other notes payable (attach schedule)...... 0 0
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 1,528 1,640
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........... 15,089,269 19,265,150
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)..... 15,089,269 19,265,150
30 Total liabilities and net assets/fund balances (see instructions). 15,090,797 19,266,790
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
15,089,269
2
Enter amount from Part I, line 27a .....................
2
2,300,245
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
17,389,514
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
-1,875,636
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
19,265,150
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 INVESTMENTS P    
b
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 756,853   612,687 144,166
b
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     0 144,166
b
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 2 144,166
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 0
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 7,769
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  
3 Add lines 1 and 2........................... 3 7,769
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 7,769
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 13,047
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 6,300
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 19,347
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
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 11,578
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow11,578 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 arrowND
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. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
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.bcbsnd.com/caring-foundation/about
14
The books are in care ofright arrowAmber Blomberg Telephone no.right arrow (701) 282-1100

Located atright arrow4510 13th Ave SouthFargoND ZIP+4right arrow58121
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
0
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)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(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)
Yes
 
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
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
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
Cynthia K Thormodson EVP & CFO
0.500 		0 0 0
4510 13th Ave S
Fargo,ND58121
Dave A Sprynczynatyk Director
0.500 		0 0 0
4510 13th Ave S
FARGO,ND58121
Dennis Hill Director
0.500 		0 0 0
4510 13th Ave S
FARGO,ND58121
Dr Greg C Glasner MD Director
0.500 		0 0 0
4510 13th Ave S
Fargo,ND58121
Lynette Dickson Director
0.500 		0 0 0
4510 13th Ave S
FARGO,ND58121
Amber Blomberg Executive Director
0.500 		0 0 0
4510 13th Ave S
Fargo,ND58121
Stacie Heiden EVP of Strategic Development & Health Delivery
0.500 		0 0 0
4510 13th Ave S
Fargo,ND58121
Daniel R Conrad President
0.500 		0 0 0
4510 13th Ave South
Fargo,ND58121
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
 
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
 
Total number of others receiving over $50,000 for professional services.............right arrow  
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 CaringForCommunities Support sustainable initiatives that encourage health and well-being within our communities 209,229
2 CaringForKids Support evidenced based initiatives aimed at preventing childhood obesity and supporting healthy minds and bodies at an early age. 122,525
3  
4  
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
15,801,856
b
Average of monthly cash balances.......................
1b
124,111
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
15,925,967
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
 
3
Subtract line 2 from line 1d.........................
3
15,925,967
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
238,890
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
15,687,077
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
784,354
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
784,354
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
7,769
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
7,769
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
776,585
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
776,585
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
776,585
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
759,210
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
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
759,210
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 7 776,585
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 2020, 2019 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 0
b From 2019...... 0
c From 2020...... 0
d From 2021...... 0
e From 2022...... 311,320
f Total of lines 3a through e ........ 311,320
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 759,210
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..... 759,210
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023.   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 5 311,320
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...... 		 
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 .......... 		17,375
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) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		311,320
10 Analysis of line 9:
a Excess from 2019.... 0
b Excess from 2020.... 0
c Excess from 2021.... 0
d Excess from 2022.... 311,320
e Excess from 2023.... 0
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).)
NONE
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.
NONE
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:
Caring Foundation
4510 13th Ave S
Fargo,ND58121
(701) 282-1100
caringfoundation@bcbsnd.com
bThe form in which applications should be submitted and information and materials they should include:
Caring Foundation applications located on our website
cAny submission deadlines:
Varies based on grant type
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
In general must impact North Dakotans and further our mission of bettering health and well-being.
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

3696 Eddy County Auiliary

303 3rd St S
Sheyenne,ND58374 		NONE PC Dollars 4 Doers 200

4 Luv of Dogs

PO Box 9283
Fargo,ND58106 		NONE PC Dollars 4 Doers 800

Abused Adult Resource Center

PO Box 5003
Bismarck,ND58502 		NONE PC Resiliancy Support Therapy 10,000

All About U Adoptions - North Dakota Agency

PO Box 90542
Sioux Falls,SD57109 		NONE PC Dollars 4 Doers 200

Alzheimers Association

Attn North Dakota Chapter 7900 Wes
Minneapolis,MN55439 		NONE PC $21.20 charity of the month paypal donation + caring match 42

Alzheimer's Association

2631 12th Ave S
Fargo,ND58103 		NONE PC Dollars 4 Doers 200

Alzhiemers Association Walk

225 N Michigan Ave Floor 17
Chicago,IL60601 		NONE PC Alzhiemers Association Walk - employee match if they raised $50 for cause, Caring would match $50. 3 employees qualified 150

American Diabetes Association - ND Chapter

2451 Crystal Drive
Arlington,VA22202 		NONE PC Dollars 4 Doers 200

American Diabetes Association- ND Chapter

Attn Camp Maverick PO Box 7023
Merrifield,VA22116 		NONE PC donation in honor of Lynette Dickson's service to Board 1,250

American Foundation for Suicide Prevention

ATTN ND Chapter 199 Water Street 1
New York,NY10038 		NONE PC Suicide Prevention 500

American Indian Public Health Resource Center

NDSU Dept 2662 PO Box 6050
Fargo,ND58108 		NONE PC Assist in increasing vaccination & immunization rates among Native Americans 15,000

BCBSND

4510 13th Ave S
Fargo,ND58121 		NONE PC purchased worksite wellness books that Caring will donate to the summit. (reimburse for credit card charge for purchasing worksite wellness books that Caring will donate to the summit.) 1,643

Bethany Retirement Living

201 S University Drive
Fargo,ND58103 		NONE PC Dollars 4 Doers 200

BIO Girls

4255 38th St S 202
Fargo,ND58104 		NONE PC Dollars 4 Doers 400

BIO Girls Inc

4225 38TH St S STE 202
Fargo,ND58104 		NONE PC Adolescent girls mental health and self-esteem programming 2,500

Bismarck Cancer Center

500 North 8th Street
Bismarck,ND58501 		NONE PC Transportation assistance 1,000

Bismarck Meals On Wheels Inc

PO Box 2132
Bismarck,ND58502 		NONE PC Dollars 4 Doers 200

Bismarck State College

Office of Student Financial Aid 150
Bismarck,ND58506 		NONE PC Health Profession Scholarship 2,500

Bismarck State College - Continuing Education & TrainND

PO Box 5587
Bismarck,ND58506 		NONE PC support event on promoting youths overall health and discuss with them topics needed to thrive such as: financial health, physical health, behavioral health and more. 1,000

Bison Strides

PO Box 6050 Dept 7630
Fargo,ND58108 		NONE PC Dollars 4 Doers 200

Bonzaville

1351 Main Ave West
West Fargo,ND58078 		NONE PC Dollars 4 Doers 200

Bottineau County Food Pantry

1225 5th St W
Bottineau,ND58318 		NONE PC Food Pantry 1,000

Boys & Girls Club of America

PO Box 117431 ATTN MW CCP
Atlanta,GA303687431 		NONE PC youth trauma informed care 30,000

Brady Oberg Legacy Foundation

22549 Cozy Cove Road
Detroit Lakes,MN56501 		NONE PC Dollars 4 Doers 200

Brave the Shave

1950 Far West Dr
Bismarck,ND58504 		NONE PC Fundraiser 561

Bridging the Gap

5630 34th Ave S Ste 100
Fargo,ND58104 		NONE PC Dollars 4 Doers 200

Cankdeska Cikana Community College

Attn Financial Aid Office 214 1st
Fort Totten,ND58335 		NONE PC Health Profession Scholarship 2,500

Cankdeska Cikana Community College

Attn Financial Aid Office 214 1st
Fort Totten,ND58335 		NONE PC Health Profession Scholarship 2,500

Cass County Special Olympics

PO Box 308
Fargo,ND58107 		NONE PC Dollars 4 Doers 200

CATS Cradle Shelter

9 9th St S
Fargo,ND58103 		NONE PC Dollars 4 Doers 1,000

CCRI

2903 15th StS
Moorhead,MN56560 		NONE PC Dollars 4 Doers 200

Central Dakota Humane Society

2104 37th St
Mandan,ND58554 		NONE PC Dollars 4 Doers 200

Central Valley Health District

122 2nd St NW
Jamestown,ND58401 		NONE PC Men's Health Project 10,000

CHI Mercy Health

Attn Steve Spickenreuther 570 Chau
Valley City,ND58072 		NONE PC Transitional Housing 25,000

City of Grand Forks Police Department

C/O Lt Derik Zimmel/Carrizales Tra
Grand Forks,ND58201 		NONE PC Resiliancy and Trauma-Response Training 4,000

Cleaning for a Reason - North Dakota Chapter

2540 King Arthur Blvd Suite 230
Lewisville,TN75056 		NONE PC Dollars 4 Doers 200

Community of Care

41 Langer Ave S 3322
Casselton,ND58102 		NONE PC Dollars 4 Doers 400

Companions for Children

21 East Central Ave Suite 302
Minot,ND58701 		NONE PC Youth mentorship programming 1,500

CVIC

211 S 4th St
Grand Forks,ND58201 		NONE PC donation in honor of Lynette Dickson's service to Board 1,250

Cystic Fibrosis Association of North Dakota

107 West Main Ave Ste 150
Bismarck,ND58501 		NONE PC Assist with transportation costs to medical appointments 500

Dakota Children's Advocacy Center

1800 East Broadway Ave
Bismarck,ND58501 		NONE PC Telehealth Outreach/Healthcare Access 15,000

Dakota College at Bottineau

Attn Financial Aid Office 105 Simr
Bottineau,ND58318 		NONE PC Health Profession Scholarship 2,500

Dakota Medical Foundation

4141 28th Ave S
Fargo,ND58104 		NONE PC Giving Hearts Day 9,300

Dickinson State University

Attn Student Financial Aid Office
Dickinson,ND58601 		NONE PC Health Profession Scholarship 2,500

Digital Grail

PO Box 9322
Fargo,ND58106 		NONE PC Dollars 4 Doers 200

DMF - Henrik's Heroes

153 N Woodcrest Dr N
Fargo,ND58102 		NONE PC Empowering and supporting children who are undergoing cancer treatment 250

DMF Enough with the Stigma

4141 28th Ave S
Fargo,ND58104 		NONE PC Dollars 4 Doers 200

Down Home

2102 12th St N
Fargo,ND58102 		NONE PC Dollars 4 Doers 200

Downtown Development Association

23 N 3rd St Ste 2
Grand Forks,ND58203 		NONE PC Community bike share program 5,000

Dream Center Bismarck

1805 Park Ave
Bismarck,ND58504 		NONE PC Help Adopt-A-Block program grow and expand 35,000

Eagles Elementary PTA

Eagles Elementary School ATTN Eagl
Fargo,ND58104 		NONE PC Walkathon 250

ESHARA

Attn ND Chapter PO Box 3968
St Paul,MN55101 		NONE PC Funding to help expand language resources for New Americans on mental health services to better meet their needs and be more culturally responsive 5,000

Ethos

3361 4th St S Suite 100
Fargo,ND58104 		NONE PC Dollars 4 Doers 200

Eventide Foundation

801 Main Ave
Moorhead,MN56560 		NONE PC Dollars 4 Doers 200

F5 Project

1122 1st Ave N
Fargo,ND58102 		NONE PC Charity of the Month 104

F5 Project

1122 1st Ave N
Fargo,ND58102 		NONE PC Dollars 4 Doers 400

Families United for Self Empowerment

3120 25th St SW 352
Fargo,ND58103 		NONE PC back to school event for to connect families with services and resources. 1,500

Family HealthCare

301 NP Avenue
Fargo,ND58102 		NONE PC Community Champion Award 5,000

Fargo Police Dept

105 25th St N
Fargo,ND58102 		NONE PC support for Fargo PD after the tragic event and officer loss. Caring matched all donations made to the caring Paypal account. 1,690

Fargo Police Dept

105 25th St N
Fargo,ND58102 		NONE PC support for Fargo PD after the tragic event and officer loss. Caring matched all donations made to the caring Paypal account. 1,690

Fargo VFW Fost 762

202 Broadway N
Fargo,ND58102 		NONE PC Dollars 4 Doers 200

Farm Rescue

PO Box 28
Horace,ND58047 		NONE PC Mental health, CPR, and AED trainings 2,500

Farm Rescue

PO Box 28
Horace,ND58047 		NONE PC Dollars 4 Doers 200

Father's Farm

4440 78th St NE
Wolford,ND58385 		NONE PC safe exercise equipment for men in addiction recovery and men post-incarceration to avoid relapse or recidivism. 2,500

First Nations Women's Alliance

PO Box 107
Devils,ND58301 		NONE PC Dollars 4 Doers 200

FirstLink

4357 13th Ave S Suite 107L
Fargo,ND58103 		NONE PC Dollars 4 Doers 200

FM Breast Friends Breast Cancer Support Group

2608 McLeod Dr E
West Fargo,ND58078 		NONE PC Support for women with breast cancer 1,000

FM Soccer Club

6694 DeerCreek Pkwy
Fargo,ND58104 		NONE PC Dollars 4 Doers 200

Fraser

2902 S University Dr
Fargo,ND58103 		NONE PC support for in need families during the holiday season 500

Friends of the Bismarck Public Library

515 N 5th St
Bismarck,ND58501 		NONE PC Dollars 4 Doers 200

Friends of the Children Fargo Moorhead

200 45th St S Suite 200
Fargo,ND58103 		NONE PC Youth mentorship programming 1,500

Friends of the Children FM

5183 44th Street S Suite B
Fargo,ND58104 		NONE PC Dollars 4 Doers 200

Full Circle Academy

4725 Suite B Amber Valley Parkway
Fargo,ND58104 		NONE PC Support for kids with special needs 750

Furry Friends Rockin Rescue Inc

2500 4th Ave SE
Mandan,ND58554 		NONE PC Dollars 4 Doers 800

Garrison Area Resource Center & Food Pantry

PO Box 1002
Garrison,ND58540 		NONE PC Food pantry equipment for proper food and supply storage 2,500

Gigis Playhouse Fargo

3224 20th Street South
Fargo,ND58104 		NONE PC Gigi Fit Acceptance Challenge 1,000

Gigi's Playhouse Fargo

3224 20th Ave S
Fargo,ND58104 		NONE PC Dollars 4 Doers 400

Grand Forks Growth & Support Center

2105 Gateway Drive
Grand Forks,ND58203 		NONE PC Youth Summer Program 2,500

Grand Forks Parks and Rec Foundation

PO Box 12429
Grand Forks,ND58208 		NONE PC youth scholarships for low income families so they can participate in programming 1,500

Grant's Grind Foundation

4820 Souris Street
Bismarck,ND58503 		NONE PC Autism awareness and support 500

Great North Pole

3220 4th St E 204
West Fargo,ND58078 		NONE PC Individual volunteer of the year award charity of choice 500

Great Plains Food Bank

1720 3rd Ave N
Fargo,ND58102 		NONE PC Dollars 4 Doers 1,000

Growing Together Community Gardens

42 Meadowlark Ln N
Fargo,ND58102 		NONE PC Dollars 4 Doers 200

Healthcare Equipment Recycling Organization

5012 53rd St S Suite C
Fargo,ND58104 		NONE PC help fill the gap for medically necessary supplies and equipment and help to reduce costs and improve access 2,500

Heartview Foundation

101 E Broadway Ave
Bismarck,ND58503 		NONE PC Community Champion Award 5,000

HERO

5012 53rd St S Ste C
Fargo,ND58104 		NONE PC Dollars 4 Doers 200

Higher Power Automotive Ministries Inc

2620 2nd Ave N
Moorhead,MN56560 		NONE PC Dollars 4 Doers 200

Homeward Animal Shelter

1201 28th Ave N
Fargo,ND58102 		NONE PC Dollars 4 Doers 2,000

Hooligan Foundation

1400 32nd Av N
Fargo,ND58102 		NONE PC Resources and support for veterans and their families 150

Hope Blooms

PO Box 9705
Fargo,ND58106 		NONE PC Social well-being and mission support 500

Hope Blooms

PO Box 9705
Fargo,ND58106 		NONE PC Dollars 4 Doers 1,600

HOPE Inc Adaptive Sports & Recreation

810 4th Ave S Suite 104
Moorhead,MN56560 		NONE PC Scholarships for client programming 5,000

Hope Inc

810 4th Ave S Ste 104
Moorhead,MN56560 		NONE PC Dollars 4 Doers 200

Horace High School

Attn Non-Profit E-5239 8100 Lakev
Horace,ND58047 		NONE PC School Food Pantry 250

Hospice Red River Valley

1701 38th St S Suite 101
Fargo,ND58103 		NONE PC Dollars 4 Doers 400

Jamestown ND Kiwanis

PO Box 1462
Jamestown,ND58402 		NONE PC Dollars 4 Doers 200

Jamestown Tourism

404 Louis LAmour Lane
Jamestown,ND58401 		NONE PC Playground Revitalization 5,000

Jefferson Elementary PTO

460 Central Ave N
Valley City,ND58072 		NONE PC Gym Equipment 250

Jeremiah Program Fargo-Moorhead

3104 Fiechtner Drive S
Fargo,ND58103 		NONE PC Dollars 4 Doers 600

Jessy's Toy Box Inc

16080 Highway 13
Wyndmere,ND58081 		NONE PC Dollars 4 Doers 200

Jim Hill Middle School

1000 6th St SW
Minot,ND58701 		NONE PC Healthy Snacks 500

Junior Achievement North of North Dakota

PO Box 2061
Fargo,ND58107 		NONE PC High school career exploration programming 2,500

Kamp Kace

PO Box 6462
Fargo,ND58109 		NONE PC Dollars 4 Doers 200

Landon's Light

3941 4th St E
West Fargo,ND58078 		NONE PC Dollars 4 Doers 200

Lend a Hand Up

Attn Stick it to Cancer / Steph As
Fargo,ND58102 		NONE PC Assist local families battling cancer and other serious medical conditions 250

Leukemia & Lymphoma Society - ND Chapter

PO Box 2324
New York,NY10087 		NONE PC Dollars 4 Doers 200

Make-A-Wish Foundation of ND

4143 26th Ave S 104
Fargo,ND58104 		NONE PC Dollars 4 Doers 800

Mallie Ann Breuer Foundation Inc

PO Box 681
Wahpeton,MN58074 		NONE PC Enabling local students to enter the healthcare profession 300

Minot Family YMCA

PO Box 69
Minot,ND58702 		NONE PC Family Activity Night 1,500

Minot State University

Food Pantry Lutheran Campus Ministr
Minot,ND58707 		NONE PC Food pantry supplies 250

Minot State University

Office of Student Financial Aid 500
Minot,ND58707 		NONE PC Health Profession Scholarship 2,500

Missouri Slope Areawide United Way

515 N 4th Street
Bismarck,ND58501 		NONE PC Homeless and poverty center and support services 25,000

MyAlly Health

4700 South Washington St Suite C
Grand Forks,ND58201 		NONE PC Dollars 4 Doers 200

National Kidney Foundation of the Dakotas - ND Chapter

101 S Reid Street
Sioux Falls,ND57103 		NONE PC Dollars 4 Doers 200

ND Scottish Rite Childhood Lngge

1405 3rd St N
Fargo,ND58102 		NONE PC Dollars 4 Doers 200

ND Suicide Prevention Coalition

8544 Island Rd
Bismarck,ND58503 		NONE PC Annual suicide prevention training conference 3,390

NDSU Dept 2836

PO Box 6050
Fargo,ND581086050 		NONE PC Health Profession Scholarship 2,500

NDSU Dept 2836

PO Box 6050
Fargo,ND581086050 		NONE PC Health Profession Scholarship 2,500

NDSU Dept 2836

PO Box 6050
Fargo,ND581086050 		NONE PC Health Profession Scholarship 2,500

NDSU Dept 2836

PO Box 6050
Fargo,ND581086050 		NONE PC Health Profession Scholarship 2,500

NDSU Dept 2836

PO Box 6050
Fargo,ND581086050 		NONE PC Health Profession Scholarship 2,500

NDSU Dept 2836

PO Box 6050
Fargo,ND581086050 		NONE PC Health Profession Scholarship 2,500

NDSU Dept 2836

PO Box 6050
Fargo,ND581086050 		NONE PC Health Profession Scholarship 2,500

NDSU Dept 2836

PO Box 6050
Fargo,ND581086050 		NONE PC Health Profession Scholarship 2,500

NDSU Dept 2836

PO Box 6050
Fargo,ND581086050 		NONE PC Health Profession Scholarship 2,500

NDSU Dept 2836

PO Box 6050
Fargo,ND581086050 		NONE PC Health Profession Scholarship 2,500

NDSU Dept 2836

PO Box 6050
Fargo,ND581086050 		NONE PC Health Profession Scholarship 2,500

Newburg United Public School

9111 18th Ave NW
Maxbass,ND58760 		NONE PC Avera e-care system to ensure all students in this rural community have access to healthcare. 2,500

NexusPATH

1202 Westrac Drive Suite 400
Fargo,ND58103 		NONE PC Community based and in-school mental health programs 5,000

North Dakota Roughriders Health Promotion Association Inc

Attn Rod Volk 302 12th Ave N
Casselton,ND58012 		NONE PC Promote healthy lifestyle concepts to ND students 500

North Dakota State College of Science

800 Sixth Street North
Wahpeton,ND58076 		NONE PC Lactation Program 2,500

North Dakota State University

Attn Grant and Contract Accounting
Fargo,ND581086050 		NONE PC NDSU SDOH Study 32,833

Northlands Resuce Mission

420 Division Ave
Grand Forks,ND58201 		NONE PC Dollars 4 Doers 200

Northwood Foundation

Attn Sources of Strength 420 Troja
Northwood,ND58267 		NONE PC Sources of Strength 1,500

Oak Grove Lutheran High School

124 North Terrace
Fargo,ND58103 		NONE PC Dollars 4 Doers 200

Oakes Fire and Rescue District

406 Ivy Avenue
Oakes,ND58474 		NONE PC Fire hall equipment for wellness area 1,500

Orphan Grain Train - North Dakota Branch

PO Box 1546
Jamestown,ND58401 		NONE PC Dollars 4 Doers 200

Peace Academy Inc

3201 Fiechtner Drive s
Fargo,ND58103 		NONE PC Dollars 4 Doers 200

Peer Support Association of ND

720 Western Ave Suite 201
Minot,ND58701 		NONE PC Peer support & integration 10,000

Perry Center Inc

2355 Meadow Ridge Pkwy
West Fargo,ND58078 		NONE PC Dollars 4 Doers 200

Prairie Harvest Mental Health

930 North 3rd Street
Grand Forks,ND58203 		NONE PC Help become a Certified Community Behavioral Health Clinic 20,000

Project BEE

400 E Central Ave Ste 302
Minot,ND58701 		NONE PC Support for two transit stations 5,000

Project BEE

1901 S Broadway Suite 2
Minot,ND58701 		NONE PC Dollars 4 Doers 200

Radio Free Fargo Inc

103 North University Dr
Fargo,ND58103 		NONE PC Dollars 4 Doers 200

Rape and Abuse Crisis Center

PO Box 2984
Fargo,ND58108 		NONE PC Dollars 4 Doers 400

Reach Partners Inc

3330 Fiechtner Dr Ste 100
Fargo,ND58102 		NONE PC SDOH Event Assistance 2,430

Reach Partners Inc

3330 Fiechtner Dr Ste 100
Fargo,ND58103 		NONE PC SDOH Event Assistance 3,450

Red River Childrens Advocacy Center

100 South 4th Street Suite 302
Fargo,ND58103 		NONE PC healing and justice for victims of abuse and neglect 500

Red River Children's Advocacy Center

100 4th St S Ste 302
Fargo,ND58103 		NONE PC Dollars 4 Doers 200

Red River Market Impact Fund

4141 28th Ave S
Fargo,ND58104 		NONE PC Bite size kids club - Encouraging Healthy Eating 7,500

Red River Valley Asperger Network

PO Box 2932
Fargo,ND58108 		NONE PC Dollars 4 Doers 200

Red River Valley Fraternal Order of Police

3435 Broadway N
Fargo,ND58102 		NONE PC 2023 "Cops and Kids" Back to School event 400

Red River Valley Habitat for Humanity

PO Bof 5415
Grand Forks,ND58206 		NONE PC Affordable Housing 5,000

Red River Youth for Christ

2345 Meadow Ridge Pkwy
West Fargo,ND58078 		NONE PC Dollars 4 Doers 200

Richland-Wilkin Food Pantry

699 8th Ave S
Wahpeton,ND58075 		NONE PC A large, 3-door cooler (for storage of fruits, veggies, dairy, etc.) this will increase their food-safe storage capability. 3,900

Richland-wilkin Kinship Program

509 1/2 Dakota Ave Suite 104
Wahpeton,ND58075 		NONE PC Dollars 4 Doers 200

Riding for Dreams

PO Box 911
Lisbon,ND58054 		NONE PC Mission Support - in recognition of Pams retirement 2,500

Roger Maris Cancer Center

820 4th St N
Fargo,ND58102 		NONE PC Dollars 4 Doers 200

Rollette County Public Health District

PO Box 726
Rolla,ND58367 		NONE PC Mobile Clinic/Healthcare Access 10,000

Ronald McDonald House Charities of the Red River Valley

4757 Agassiz Crossing S
Fargo,ND58104 		NONE PC Dollars 4 Doers 1,800

Ronald McDonald House of RRV

4757 Agassiz Crossing S
Fargo,ND58104 		NONE PC Group volunteer of the year award charity of choice 500

Rugby Public School District #5

1123 South Main Ave
Rugby,ND58368 		NONE PC Safer playground 1,500

SAAF

PO Box 646
Devils Lake,ND58301 		NONE PC Dollars 4 Doers 200

Safe Kids Grand Forks

PO Box 6002
Grand Forks,ND58206 		NONE PC Hands-on learning fair 300

Shining Lights Childrens Program

409 E Caledonia Ave
Hillsboro,ND58045 		NONE PC scholarship fund for crossfit trainer classes for youth to provide movement, strength and ability. 1,000

Soul Solutions Recovery Center

1801 38th St S
Fargo,ND58103 		NONE PC Recovery Resources 750

Souris Valley United Way

1941 4th St SW
Minot,ND58701 		NONE PC Equipment to allow for being more inclusive and accessable for the handicapped 2,500

South Central Adults

PO Box 298
Valley City,ND58072 		NONE PC Dollars 4 Doers 200

South Sudanese Foundation

1323 23rd St S suite B
Fargo,ND58103 		NONE PC New American after-school youth mentorship program 5,000

Special Olympics North Dakota

2616 S 26th St
Grand Forks,ND58201 		NONE PC Provide life transitioning experiences for children and adults with an intellectual disability 500

Spirit Lake Tribe Food Distribution

PO Box 414
Fort Totten,ND58335 		NONE PC Gardening Project 7,500

St Joseph's Social Care

620 8th Ave S
Grand Forks,ND58201 		NONE PC Summer meal program for low income children 1,000

Stark County Council on AgingElder Care

361 26th St E
Dickinson,ND58601 		NONE PC Dollars 4 Doers 200

Strengthen ND

PO Box 982
Minot,ND58703 		NONE PC elevating and expanding rural community viability across ND and the Native Nations focused on building community solutions to support and accelerate community development throughout rural ND including their youth development and leadership camp 5,000

Styled with Strength

2920 Sheyenne St Suite 107
West Fargo,ND58078 		NONE PC Dollars 4 Doers 200

Sunset Memorial Gardens

1715 52nd Ave So
Fargo,ND58104 		NONE PC Dollars 4 Doers 200

The Great North Pole

3220 4 St E Suite 204
West Fargo,ND58078 		NONE PC Dollars 4 Doers 400

The Leadership Care Fund

3504 43rd Ave S
Fargo,ND58104 		NONE PC Dollars 4 Doers 200

The Salvation Army

304 Roberts St N
Fargo,ND58102 		NONE PC Dollars 4 Doers 400

The Stray Sanctuary

117 Walleye Camp Road
New Town,ND58763 		NONE PC Dollars 4 Doers 200

The Village - Big Brothers Big Sisters

2701 12th Ave S
Fargo,ND58103 		NONE PC Dollars 4 Doers 200

TLChildcare

540 3rd Ave NE
Valley City,ND58072 		NONE PC Dollars 4 Doers 200

TNT Kids Fitness

2800 Main Ave
Fargo,ND58103 		NONE PC Dollars 4 Doers 200

Tobacco Free North Dakota

PO Box 3237
Bismarck,ND58502 		NONE PC Working towards creating ND's first tobacco-free generation 5,000

Together with Veterans - Minot

1940 South Broadway Suite 106
Minot,ND58701 		NONE PC Veteran Mental Health couseling access to care 500

Trinity Health Foundation

PO Box 5020
Minot,ND58702 		NONE PC Nursing scholarship support 3,000

Turtle Mountain Animal Resuce

PO Box 896
Rolla,ND58367 		NONE PC Dollars 4 Doers 200

UND

Grand Forks
Grand Forks,ND58202 		NONE PC Scholarships 17,500

UND Center for Rural Health

Attn Scrubs 1301 N Columbia Road
Grand Forks,ND582029037 		NONE PC Youth Camp 1,000

UND Grants & Contracts Administration

264 Centennial Drive Twamley Hall
Grand Forks,ND582027306 		NONE PC rural health grant 1,112

UND Grants & Contracts Administration

264 Centennial Drive Twamley Hall
Grand Forks,ND582027306 		NONE PC rural health grant 15,272

UND Grants & Contracts Administration

264 Centennial Drive Twamley Hall
Grand Forks,ND582027306 		NONE PC School 1,228

UND Grants & Contracts Administration

264 Centennial Drive Twamley Hall
Grand Forks,ND582027306 		NONE PC Rural Health Grant 1,053

UND Grants & Contracts Administration

264 Centennial Drive Twamley Hall
Grand Forks,ND582027306 		NONE PC BUILD Rural Health Grant 1,067

UND Grants & Contracts Administration

264 Centennial Drive Twamley Hall
Grand Forks,ND582027306 		NONE PC BUILD Rural Health Grant 1,677

UND Grants & Contracts Administration

264 Centennial Drive Twamley Hall
Grand Forks,ND582027306 		NONE PC BUILD Rural Health Grant 554

UND Grants & Contracts Administration

264 Centennial Drive Twamley Hall
Grand Forks,ND582027306 		NONE PC Rural Health Grant 8,441

UND Grants & Contracts Administration

264 Centennial Drive Twamley Hall
Grand Forks,ND582027306 		NONE PC Rural Health Grant 1,108

UND Grants & Contracts Administration

264 Centennial Drive Twamley Hall
Grand Forks,ND582027306 		NONE PC Rural Health Grant 16,819

UND Grants & Contracts Administration

264 Centennial Drive Twamley Hall
Grand Forks,ND582027306 		NONE PC Rural Health Grant 1,108

United Day Nursery

324 Chestnut Street
Grand Forks,ND58201 		NONE PC Childcare facility update for additional recreation, cleanliness, and safety items 1,000

United Way of Cass Clay

4351 23rd Ave S
Fargo,ND58104 		NONE PC Preventing homelessness 50,000

United Way of Cass Clay

4351 23rd Ave S
Fargo,ND58104 		NONE PC United Way Silent Auction 2,863

United Way of Cass-Clay

4351 23rd Ave S
Fargo,ND58104 		NONE PC Dollars 4 Doers 800

United Way of Grand Forks East Grand Forks and Area

1407 24th Ave S Ste 400
Grand Forks,ND58201 		NONE PC Backpack food program for youth food security 5,000

Unity Medical Center

164 W 13th St
Grafton,ND58237 		NONE PC Cardiac/Pulmonary Rehab Program Equipment 5,000

University of Jamestown

Office of Student Financial Aid 600
Jamestown,ND58405 		NONE PC Health Profession Scholarship 7,500

University of Mary

7500 University Dr
Bismarck,ND58504 		NONE PC Scholarships 10,000

University of Mary Financial Aid

7500 University Drive
Bismarck,ND58504 		NONE PC Health Leader Scholarship Winner (2nd half payment) 2,500

USpireND - Healthy Families ND

PO Box 301
Richardton,ND58652 		NONE PC Promote parent involvement and their family's wellness journey 8,000

Valley City Express Wrestling

175 Secarese Dr
Valley City,ND58072 		NONE PC Dollars 4 Doers 200

Valley City Public Schools Education Foundation

Access For All Program 493 Central
Valley City,ND58072 		NONE PC Access for All Program - Mental Health Awareness and Assistance 250

Village Family Service Center

1201 25th St S
Fargo,ND58103 		NONE PC strike out the stigma on mental health initiative. 14,525

Vision West ND Inc

2493 4th Ave W Suite G
Dickinson,ND58601 		NONE PC Behavioral Health Summit 1,000

Westhope Public School

395 Main Street
Westhope,ND58793 		NONE PC Sources of Strength suicide prevention and mental health resiliency programming 2,500

Williston Basin United Way

PO Box 176
Williston,ND588020176 		NONE PC Increase access to transportation through the No Fare/Low Fare Ride Program 25,000

Williston State College

Office of Student Financial Aid 141
Williston,ND58801 		NONE PC Health Profession Scholarship 2,500

Wire-West Acres playland 5118-43023

3902 13th Avenue South Suite 3717
Fargo,ND58103 		NONE PC Playland Sponsor 18,000

Wishek Hospital Clinic Association dba South Central Health

PO Box 647
Wishek,ND58495 		NONE PC Bike helmets for safety event 500

Women Empowering Women

5 Patterson Lake Drive
Dickinson,ND58601 		NONE PC Community Champion Award 5,000

Wyndmere Community Center

PO Box 188
Wyndmere,ND58081 		NONE PC Dollars 4 Doers 200

YMCA of Cass and Clay Counties

400 1st Ave S
Fargo,ND58103 		NONE PC Adaptive swimming lessons 2,500

YWCA

4650 38th Ave S Suite 100
Fargo,ND58104 		NONE PC Women Who Rise Above: YWCA Empowerment Event Match 5,000

YWCA

4650 38th Ave S Suite 110
Fargo,ND58104 		NONE PC Dollars 4 Doers 800

YWCA Cass Clay

Attn Giving Hearts Day 4650 38th A
Fargo,ND58104 		NONE PC YWCA Women of the Year Match Sponsor/Community Partnership 5,000

YWCA Cass Clay

4650 38th Ave S
Fargo,ND58104 		NONE PC Transitional Housing 40,000
Total .................................right arrow 3a 759,210
bApproved for future payment
Total ................................. right arrow 3b 0
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 ........... 		    3 16  
4 Dividends and interest from securities ....     14 421,460  
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 ............ 		    18 144,166  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 565,642 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
565,642
(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: 23017437
Software Version: 2023v5.1


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
Blue Cross Blue Shield of North Dakota Caring Foundation
 
Employer identification number

36-3606394
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
Blue Cross Blue Shield of North Dakota Caring Foundation
  		Employer identification number
36-3606394
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 Cross Blue Shield of North Dakota
 
4510 13TH AVE SOUTH
 
FARGO, ND58121

$ 2,899,365


(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
Blue Cross Blue Shield of North Dakota Caring Foundation
  		Employer identification number

36-3606394
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) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
Blue Cross Blue Shield of North Dakota Caring Foundation
  		Employer identification number

36-3606394
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: 23017437
Software Version: 2023v5.1

TY 2023 GeneralExplanationAttachment
Name:
Blue Cross Blue Shield of North Dakota Caring Foundation
EIN:
36-3606394
Software ID:
23017437
Software Version:
2023v5.1
Identifier Return Reference Explanation
  Form 990-PF, Part VI, Section B Line 1a3 Blue Cross Blue Shield of North Dakota paid various expenses of, and donated various services to, Caring Foundation during the year.

TY 2023 InvestmentsOtherSchedule2
Name:
Blue Cross Blue Shield of North Dakota Caring Foundation
EIN:
36-3606394
Software ID:
23017437
Software Version:
2023v5.1
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
Baird Aggregate Bond Fund FMV 7,406,527 7,406,527
Transamerica International Equity Fund FMV 2,190,924 2,190,924
Vanguard Total Stock Market FMV 9,571,781 9,571,781

TY 2023 OtherAssetsSchedule
Name:
Blue Cross Blue Shield of North Dakota Caring Foundation
EIN:
36-3606394
Software ID:
23017437
Software Version:
2023v5.1
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
Investment Income Receivable 2 1,293 1,293
Tax receivable 19,340 11,568 11,568


TY 2023 OtherDecreasesSchedule
Name:
Blue Cross Blue Shield of North Dakota Caring Foundation
EIN:
36-3606394
Software ID:
23017437
Software Version:
2023v5.1
Description Amount
UNREALIZED GAIN -1,875,636


TY 2023 OtherExpensesSchedule
Name:
Blue Cross Blue Shield of North Dakota Caring Foundation
EIN:
36-3606394
Software ID:
23017437
Software Version:
2023v5.1
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
In Kind expense contributions 399,365      


TY 2023 OtherProfessionalFeesSchedule
Name:
Blue Cross Blue Shield of North Dakota Caring Foundation
EIN:
36-3606394
Software ID:
23017437
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Fees 6,755 6,755    


TY 2023 SubstantialContributorsSch
Name:
Blue Cross Blue Shield of North Dakota Caring Foundation
EIN:
36-3606394
Software ID:
23017437
Software Version:
2023v5.1
Name Address
BLUE CROSS BLUE SHIELD OF NORTH DAKOTA
  		4510 13TH AVE SOUTH
FARGO,ND58121


TY 2023 TaxesSchedule
Name:
Blue Cross Blue Shield of North Dakota Caring Foundation
EIN:
36-3606394
Software ID:
23017437
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Excise Taxes 7,552