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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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$80,742,263J 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) 20,126,479
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 2,397,391 2,397,391  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,680,145
b Gross sales price for all assets on line 6a 44,424,101
7 Capital gain net income (from Part IV, line 2)... 14,843,160
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
6,842 0  
12 Total. Add lines 1 through 11........ 24,210,857 17,240,551  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 75,000 0   75,000
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
63,000 0   63,000
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
4,209,815 9,784   4,200,031
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
252,125 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 182,361 0   182,361
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
931,156 0   1,359,214
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 5,713,457 9,784   5,879,606
25 Contributions, gifts, grants paid....... 17,071,045 16,626,371
26 Total expenses and disbursements. Add lines 24 and 25 22,784,502 9,784   22,505,977
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,426,355
b Net investment income (if negative, enter -0-) 17,230,767
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 180,190 277,295 277,295
2 Savings and temporary cash investments......... 6,385,852 4,229,696 4,229,696
3 Accounts receivable right arrow1,598
Less: allowance for doubtful accounts right arrow   5,536 1,598 1,598
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.......... 108,793 181,046 181,046
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 26,530,523 Click to see attachment
List of Attached Documents:
// Content
25,644,877 		25,644,877
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).......... 43,990,537 Click to see attachment
List of Attached Documents:
// Content
50,204,433 		50,204,433
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
149,740 		Click to see attachment
List of Attached Documents:
// Content
203,318 		Click to see attachment
List of Attached Documents:
// Content
203,318
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 77,351,171 80,742,263 80,742,263
Liabilities 17 Accounts payable and accrued expenses.......... 900,741 544,937
18 Grants payable................. 279,900 724,574
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
53,901 		Click to see attachment
List of Attached Documents:
// Content
79,618
23 Total liabilities (add lines 17 through 22)......... 1,234,542 1,349,129
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........... 76,116,629 79,393,134
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)..... 76,116,629 79,393,134
30 Total liabilities and net assets/fund balances (see instructions). 77,351,171 80,742,263
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
76,116,629
2
Enter amount from Part I, line 27a .....................
2
1,426,355
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
9,963,464
4
Add lines 1, 2, and 3 ..........................
4
87,506,448
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
8,113,314
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
79,393,134
Form 990-PF (2024)
Form 990-PF (2024)
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 25,401,063   22,778,477 2,622,586
b 19,023,038   6,802,464 12,220,574
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       2,622,586
b       12,220,574
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 14,843,160
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) 1 239,508
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........................... 3 239,508
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- ..... 5 239,508
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 272,249
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.............. 7 272,249
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
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 32,741
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow32,741 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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 2,679
C/O BLUE SHIELD OF CA FOUNDATION
315 MONTGOMERY STREET SUITE 1200
SAN FRANCISCO,CA94104
HELEN DUPLESSIS MD MPH CHAIR, GOVERNANCE COMMITTEE
1.00 		12,500 0 914
C/O BLUE SHIELD OF CA FOUNDATION
315 MONTGOMERY STREET SUITE 1200
SAN FRANCISCO,CA94104
KATHERINE FLORES MD CHAIR, HR COMMITTEE
1.00 		10,500 0 828
C/O BLUE SHIELD OF CA FOUNDATION
315 MONTGOMERY STREET SUITE 1200
SAN FRANCISCO,CA94104
LUIS GRANADOS TRUSTEE
1.00 		9,000 0 0
C/O BLUE SHIELD OF CA FOUNDATION
315 MONTGOMERY STREET SUITE 1200
SAN FRANCISCO,CA94104
MARICELA RIOS TRUSTEE
1.00 		10,500 0 3,462
C/O BLUE SHIELD OF CA FOUNDATION
315 MONTGOMERY STREET SUITE 1200
SAN FRANCISCO,CA94104
RAYMOND J BAXTER TRUSTEE
1.00 		13,500 0 507
C/O BLUE SHIELD OF CA FOUNDATION
315 MONTGOMERY STREET SUITE 1200
SAN FRANCISCO,CA94104
SHARON KIMBERLY BELSHE BOARD CHAIR
1.00 		10,000 0 566
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 (2024)
Form 990-PF (2024)
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
DAYLIGHT DESIGN LLC CONSULTING SERVICES 378,500
375 ALABAMA STREET SUITE 380
SAN FRANCISCO,CA94110
PERRY UNDEM LLC CONSULTING SERVICES 360,000
4800 HAMPDEN LANE
BETHESDA,MD20814
IMPACT JUSTICE CONSULTING SERVICES 346,020
2930 LAKESHORE AVENUE SUITE 300
OAKLAND,CA94610
BRIGHT RESEARCH GROUP CONSULTING SERVICES 205,500
1211 PRESERVATION PARK WAY
OAKLAND,CA94612
NVG LLC CONSULTING SERVICES 198,000
1640 RHODE ISLAND AVENUE NORTHWEST
SUITE 700
WASHINGTON,DC20036
Total number of others receiving over $50,000 for professional services.............right arrow28
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 DAYLIGHT DESIGN LLCCONTRACT 1288 - CHANGING THE CONVERSATION CAMPAIGN 2024DVAM CAMPAIGN AND JOURNALIST PLAYBOOK LAUNCHIN THE FIRST HALF OF 2024, DAYLIGHT COLLABORATED WITH THE BLUE SHIELD OF CALIFORNIA FOUNDATION AND A SIX-MEMBER ADVISORY GROUP FORMED WITH THE HELP OF THE CALIFORNIA PARTNERSHIP TO END DOMESTIC VIOLENCE (CPEDV) TO CO-DESIGN AND DEVELOP VERSION ONE OF A JOURNALIST PLAYBOOK FOR COVERING DOMESTIC VIOLENCE. THIS PLAYBOOK IS THE FOUNDATION OF BLUE SHIELD OF CALIFORNIA FOUNDATION'S PARTICIPATION IN THE ANNUAL DOMESTIC VIOLENCE AWARENESS MONTH. THIS APPROACH SERVES TWO GOALS:-A DVAM CAMPAIGN THAT WORKS IN SERVICE OF 'CHANGING THE CONVERSATION' ABOUT DOMESTIC VIOLENCE AND ENGAGING WITH HOW IT'S COVERED IN THE MEDIA. -THE REFINEMENT AND DISTRIBUTION OF THE JOURNALIST PLAYBOOK. 378,500
2 PERRY UNDEM LLCCONTRACT 1296 - PUBLIC OPINION POLL - CALIFORNIA SURVEYTHE EDS IS SPEARHEADING THE NEXT ROUND OF THE PUBLIC OPINION POLL AND WILL PARTNER WITH PERRYUNDEM TO COMMISSION THIS PROJECT. THE OVERARCHING GOAL IS TO CONDUCT A STATEWIDE SURVEY TO ASSESS PUBLIC OPINION THAT WILL ENABLE BLUE SHIELD OF CALIFORNIA FOUNDATION (BSCF) TO HELP PARTNERS, ADVOCATES, INFLUENCERS, AND DECISION-MAKERS UNDERSTAND WHAT CALIFORNIANS WANT AND NEED. THIS ALSO OFFERS BSCF AN OPPORTUNITY TO USE LEARNINGS TO INFORM THEIR DECISION-MAKING FOR STRATEGIES AND BUILD EVIDENCE THAT CAN SUPPORT THEIR WORK.THIS CONTRACT WILL SUPPORT THE DEVELOPMENT AND EXECUTION OF THE SURVEY THAT ALIGNS WITH THE TOPICS AND QUESTIONS OF INTEREST OF THE FOUNDATION AND THEIR STAFF. THIS SCOPE ENSURES QUANTITATIVE METHODS WILL TAKE PLACE AND RESULTS WILL PROVIDE UPDATED/NEW DATA. IN ADDITION, THE TEAMS ARE EXPLORING OPPORTUNITIES TO BRING IN QUALITATIVE WORK TO INFORM THE SURVEY INSTRUMENT AND/OR SUPPLEMENT THE SURVEY. 360,000
3 IMPACT JUSTICECONTRACT 1263 - RESTORATIVE JUSTICE COHORT EVALUATIONIMPACT JUSTICE (IJ) WILL SUPPORT THE FOUNDATION IN CONDUCTING A CROSS-COHORT EVALUATION THAT DEFINES AND DOCUMENTS ORGANIZATION'S IMPLEMENTATION/MODEL OF RESTORATIVE PRACTICES AND ASSESSES THE PROMISING PRACTICES OF THEIR RESTORATIVE RESPONSES THAT PROMOTE HEALING, SAFETY, AND ACCOUNTABILITY TO END AND PREVENT DOMESTIC VIOLENCE, WHILE ALSO PROVIDING EVALUATION TECHNICAL SUPPORT TO GRANTEES. THE SCOPE OF THIS EVALUATION IS DESIGNED TO STRENGTHEN COMMUNITY-BASED PRACTICES AND BUILD EVIDENCE FOR THE PREVENTION OF DOMESTIC VIOLENCE WITH RESTORATIVE PRINCIPLES. IJ WILL DEVELOP AND CONDUCT A LEARNING EVALUATION THAT WILL INFORM GRANTEES, FUNDERS, AND THE FIELD OF VIOLENCE PREVENTION ABOUT USING RESTORATIVE RESPONSES AS AN ALTERNATIVE SOLUTION TO ADDRESS AND END DOMESTIC VIOLENCE. DURING THE DURATION OF THE CONTRACT, IJ WILL SUPPORT GRANTEE'S EVALUATION AND LEARNING ACTIVITIES TO ASSESS KEY OBJECTIVES AND OUTCOMES AT THE 346,020
4 BRIGHT RESEARCH GROUPCONTRACT 1302- BRG DEV EVAL YR 3BRG WILL DESIGN AND IMPLEMENT A GRANTEE-CENTERED EVALUATION TO ACHIEVE THE FOLLOWING GOALS: 1) DESIGN AN INQUIRY THAT IS ACTIONABLE FOR GRANTEES AND PROVIDES INSIGHTS TO ALIGNING SYSTEMS WITH COMMUNITY PRIORITIES APPROACH AREA; 2) DISSEMINATE LEARNINGS FROM THE ECOSYSTEM MAPPING AND OTHER EVALUATION ACTIVITIES THAT TELL THE STORY OF HOW SYSTEMS CHANGE CONTRIBUTES TO HEALTH EQUITY AND COMMUNITY IMPACT; 3) BUILD THE CAPACITY OF ALIGNING SYSTEMS WITH COMMUNITY PRIORITIES APPROACH TEAM TO TEST THEIR HYPOTHESIS AND TELL THE STORY OF GRANTEE IMPACT. 127,500
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 (2024)
Form 990-PF (2024)
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
66,577,489
b
Average of monthly cash balances.......................
1b
5,608,582
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
72,186,071
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
72,186,071
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,082,791
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
71,103,280
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
3,555,164
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
3,555,164
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
239,508
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
239,508
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
3,315,656
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
3,315,656
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
3,315,656
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
22,505,977
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
22,505,977
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 3,315,656
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 28,366,145
b From 2020...... 42,109,142
c From 2021...... 30,056,576
d From 2022...... 43,990,317
e From 2023...... 20,668,081
f Total of lines 3a through e ........ 165,190,261
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 22,505,977
a Applied to 2023, 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 2024 distributable amount..... 3,315,656
e Remaining amount distributed out of corpus 19,190,321
5 Excess distributions carryover applied to 2024. 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 5 184,380,582
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		28,366,145
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		156,014,437
10 Analysis of line 9:
a Excess from 2020.... 42,109,142
b Excess from 2021.... 30,056,576
c Excess from 2022.... 43,990,317
d Excess from 2023.... 20,668,081
e Excess from 2024.... 19,190,321
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 2024, 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 (2024)
Form 990-PF (2024)
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

AAPI WOMEN LEAD

1901 HARRISON ST STE 1100
OAKLAND,CA946123648 		N/A PC GENERAL OPERATING SUPPORT 30,000

ALLIANCE FOR COMMUNITY TRANSFORMATIONS

PO BOX 2075
MARIPOSA,CA95338 		N/A PC SGP: BUILDING CAPACITY TO SUPPORT CALIFORNIA HMONG ADVOCATES NETWORK - BUILDING OUR FUTURE 30,000

ANTI POLICE-TERROR PROJECT INC

893 WILLOW STREET
OAKLAND,CA94607 		N/A PC EMERGING LEADERS 12,341

ASIAN PACIFIC FUND

345 CALIFORNIA STREET SUITE 700
SAN FRANCISCO,CA94104 		N/A PC GENERAL OPERATING SUPPORT 100,000

ASIAN PACIFIC INSTITUTE ON GENDER-BASED VIOLENCE

500 12TH STREET SUITE 330
OAKLAND,CA94607 		N/A PC THE ALLIANCE FOR IMMIGRANT SURVIVORS 275,000

ASIAN RESOURCES INC

6270 ELDER CREEK ROAD
SACRAMENTO,CA95824 		N/A PC ADDRESSING HEALTH DISPARITIES THROUGH IMPROVING AANHPI DATA COLLECTION AND REPORTING PRACTICES WITHIN LOCAL AND STATE DEPARTMENTS OF PUBLIC HEALTH 225,000

BLACK EMOTIONAL AND MENTAL HEALTH COLLECTIVE

PO BOX 702
CULVER CITY,CA90232 		N/A PC EVALUATING STRENGTHS-BASED MULTIGENERATIONAL MODELS THAT PREVENT DOMESTIC VIOLENCE 400,000

CALIFORNIA PAN-ETHNIC HEALTH NETWORK

2991 SACRAMENTO ST 298
BERKELEY,CA94702 		N/A PC GENERAL OPERATING SUPPORT 175,000

CALIFORNIA PARTNERSHIP TO END DOMESTIC VIOLENCE

PO BOX 151
SACRAMENTO,CA958120151 		N/A PC SGP: GENERAL OPERATING SUPPORT 30,000

CALMATTERS

1017 L STREET 261
SACRAMENTO,CA95814 		N/A PC DOMESTIC VIOLENCE PREVENTION JOURNALISM BY AND FOR COMMUNITY 100,000

CALMATTERS

1017 L STREET 261
SACRAMENTO,CA95814 		N/A PC SGP: ALIANZA METROPOLITAN NEWS 50,000

CATALYST CALIFORNIA

PO BOX 39347
LOS ANGELES,CA90039 		N/A PC THE BUDGET POWER PROJECT 300,000

CATALYST OF SAN DIEGO & IMPERIAL COUNTIES

5060 SHOREHAM PLACE ROOM 350
SAN DIEGO,CA921225903 		N/A PC GENERAL OPERATING SUPPORT 100,000

CENTER FOR COMMUNITY CHANGE

1536 U STREET NW
WASHINGTON,DC20009 		N/A PC PROMOTING ECONOMIC EQUITY THROUGH NARRATIVE CHANGE 200,000

CENTER FOR EFFECTIVE PHILANTHROPY INC

675 MASSACHUSETTS AVE 7TH FLOOR
CAMBRIDGE,MA021393309 		N/A PC GENERAL OPERATING SUPPORT 50,000

CENTER FOR INDEPENDENT DOCUMENTARY

PO BOX 95216
NEWTON,MA02495 		N/A PC MAKE A CIRCLE DOCUMENTARY IMPACT CAMPAIGN 50,000

CENTER FOR YOUNG WOMEN'S DEVELOPMENT (YOUNG WOMEN'S FREEDOM CENTER)

832 FOLSOM STREET SUITE 700
SAN FRANCISCO,CA94107 		N/A PC EVALUATING STRENGTHS-BASED MULTIGENERATIONAL MODELS THAT PREVENT DOMESTIC VIOLENCE 400,000

CENTER FOR YOUNG WOMEN'S DEVELOPMENT (YOUNG WOMEN'S FREEDOM CENTER)

832 FOLSOM STREET SUITE 700
SAN FRANCISCO,CA94107 		N/A PC SGP: GENERAL OPERATING SUPPORT 37,000

CENTRAL VALLEY COMMUNITY FOUNDATION

1260 FULTON ST
FRESNO,CA93721 		N/A PC SUMMIT ON HEALTH AND SAFETY 50,000

CERES COMMUNITY PROJECT

1003 GRAVENSTEIN HWY N
SEBASTOPOL,CA95472 		N/A PC CBO CALAIM ADVOCACY CONVENING 10,000

CHANGELAB SOLUTIONS

2201 BROADWAY STE 701
OAKLAND,CA94612 		N/A PC SUPPORTING PUBLIC HEALTH DEPARTMENTS TO OPERATIONALIZE HEALTH EQUITY 200,000

COMMON CAUSE EDUCATION FUND

430 S GARFIELD AVE
ALHAMBRA,CA91801 		N/A PC SGP: GENERAL OPERATING SUPPORT 50,000

COMMUNITY FORWARD SF INC

1171 MISSION ST
SAN FRANCISCO,CA94103 		N/A PC ADVANCING A HOUSING COALITION IN SAN FRANCISCO 200,000

COMMUNITY INITIATIVES

1000 BROADWAY SUITE 480
OAKLAND,CA94607 		N/A PC ADVANCING EQUITABLE DATA AND EVALUATION PRACTICES THROUGH THE REALIZE POWER LEADERSHIP PROGRAM 100,000

COMMUNITY PARTNERS

1000 N ALAMEDA STREET SUITE 240
LOS ANGELES,CA900121804 		N/A PC EMERGING LEADERS 40,000

CONTRA COSTA FAMILY JUSTICE CENTER ALLIANCE

256 24TH STREET
RICHMOND,CA94804 		N/A PC SGP: CAPACITY BUILDING SUPPORT TO THE ALLIANCE'S DOMESTIC VIOLENCE PREVENTION MULTISECTOR COLLABORATIVE 30,000

CONTRA COSTA FAMILY JUSTICE CENTER ALLIANCE

256 24TH STREET
RICHMOND,CA94804 		N/A PC THE COLLECTIVE HEALING AND TRANSFORMATION PROJECT 500,000

DOWNTOWN WOMEN'S CENTER

442 SOUTH SAN PEDRO STREET
LOS ANGELES,CA90013 		N/A PC CREATING HOUSING STABILITY FOR DOMESTIC VIOLENCE SURVIVORS IN LOS ANGELES 450,000

ECONOMIC SECURITY PROJECT INC

228 PARK AVE S PMB 32482
NEW YORK,NY100031502 		N/A PC CALIFORNIA GUARANTEED INCOME NOW CONFERENCE 25,000

ECONOMIC SECURITY PROJECT INC

228 PARK AVE S PMB 32482
NEW YORK,NY100031502 		N/A PC SGP: GENERAL OPERATING SUPPORT 35,000

EQUAL RIGHTS ADVOCATES

611 MISSION STREET 4TH FLOOR
SAN FRANCISCO,CA94105 		N/A PC SUPPORTING STRONGER CALIFORNIAS ECONOMIC SECURITY POLICY AND ADVOCACY AGENDA 150,000

FAMILY VALUES AT WORK A MULTI-STATE CONSORTIUM INC

PO BOX 48
OAK CREEK,WI53154 		N/A PC GENERAL OPERATING SUPPORT TO THE CALIFORNIA WORK & FAMILY COALITION 525,000

FAMILY VIOLENCE LAW CENTER

470 27TH STREET
OAKLAND,CA94612 		N/A PC ADVANCING A HOMELESSNESS AND DOMESTIC VIOLENCE COALITION IN ALAMEDA COUNTY 65,000

FREEFROM

12405 VENICE BLVD 422
LOS ANGELES,CA90066 		N/A PC SURVIVORMADE FILM OAKLAND PREMIERE 25,000

GEORGE WASHINGTON UNIVERSITY

1922 F ST NW 4TH FLOOR
WASHINGTON,DC200520042 		N/A PC THE FUNDERS FORUM ON ACCOUNTABLE HEALTH: SCALING COMMUNITY-DRIVEN HEALTH EQUITY INITIATIVES 150,000

GRANTMAKERS CONCERNED WITH IMMIGRANTS AND REFUGEES

PO BOX 2178
PETALUMA,CA94953 		N/A PC GENERAL OPERATING SUPPORT 100,000

GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS

1310 L STREET NW SUITE 650
WASHINGTON,DC20005 		N/A PC GENERAL OPERATING SUPPORT 100,000

GRANTMAKERS IN HEALTH

1100 CONNECTICUT AVENUE NW SUITE
1100
WASHINGTON,DC20036 		N/A PC GENERAL OPERATING SUPPORT 100,000

HEALTH LEVEL SEVEN INTERNATIONAL

455 E EISENHOWER PKWY STE 300 025
ANN ARBOR,MI48108 		N/A NC THE GRAVITY PROJECT 50,000

HISPANICS IN PHILANTHROPY

414 13TH ST 200
OAKLAND,CA946122603 		N/A PC GENERAL OPERATING SUPPORT FOR CHANGE PHILANTHROPY 50,000

HOMEBOY INDUSTRIES

130 W BRUNO ST
LOS ANGELES,CA900121815 		N/A PC ADVANCING RESTORATIVE PRACTICES TO PREVENT DOMESTIC VIOLENCE 200,000

HUMAN IMPACT PARTNERS

PO BOX 3268
OAKLAND,CA94609 		N/A PC GENERAL OPERATING SUPPORT 200,000

INDEPENDENT ARTS & MEDIA

PO BOX 420442
SAN FRANCISCO,CA94142 		N/A PC COMMUNITY-DRIVEN REPORTING ON HEALTH EQUITY ISSUES 100,000

INTERNATIONAL RESCUE COMMITTEE

5348 UNIVERSITY AVENUE SUITE 205
SAN DIEGO,CA92105 		N/A PC SGP: THE FAMILY CHILD CARE SUCCESS PROGRAM 33,000

JENESSE CENTER INC

PO BOX 8476
LOS ANGELES,CA90008 		N/A PC LEADERSHIP COUNCIL FOR DOMESTIC VIOLENCE AND HEALTH CARE OF LOS ANGELES 500,000

LATINO COMMUNITY FOUNDATION

235 MONTGOMERY STREET SUITE 1160
SAN FRANCISCO,CA94104 		N/A PC STRENGTHENING CIVIC ENGAGEMENT OF COMMUNITIES 100,000

LATINO COMMUNITY FOUNDATION

235 MONTGOMERY STREET SUITE 1160
SAN FRANCISCO,CA94104 		N/A PC GENERAL OPERATING SUPPORT 100,000

MANATT

2049 CENTURY PARK EAST SUITE 1700
LOS ANGELES,CA90067 		N/A NC ADDRESSING HEALTH-RELATED SOCIAL NEEDS THROUGH MEDICAID POLICY 50,000

MUJERES UNIDAS Y ACTIVAS

3543 18TH ST 23
SAN FRANCISCO,CA941101684 		N/A PC EVALUATING STRENGTHS-BASED MULTIGENERATIONAL MODELS THAT PREVENT DOMESTIC VIOLENCE 400,000

MUJERES UNIDAS Y ACTIVAS

3543 18TH ST 23
SAN FRANCISCO,CA941101684 		N/A PC SUPPORTING THE CALIFORNIA DOMESTIC WORKERS COALITION 1,000,000

NATIONAL ACADEMY OF SCIENCES

500 FIFTH STREET NW
WASHINGTON,DC20001 		N/A PC GENERAL OPERATING SUPPORT 150,000

NEW VENTURE FUND

1828 L STREET NW SUITE 300-A
WASHINGTON,DC20036 		N/A PC REDUCING GUN-RELATED DOMESTIC VIOLENCE IN CALIFORNIA 100,000

NORTHERN CALIFORNIA GRANTMAKERS

160 SPEAR STREET SUITE 360
SAN FRANCISCO,CA94105 		N/A PC GENERAL OPERATING SUPPORT 100,000

OPED PROJECT PUBLIC KNOWLEDGE FUND INC

906 AMSTERDAM AVE
NEW YORK,NY10025 		N/A PC PUBLIC VOICES FELLOWSHIP FOR DOMESTIC VIOLENCE PREVENTION 170,000

PALM SPRINGS AIR MUSEUM

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

PICO CALIFORNIA

2143 EAST CESAR E CHAVEZ AVE
LOS ANGELES,CA90033 		N/A PC GENERAL OPERATING SUPPORT 200,000

PICO CALIFORNIA

2143 EAST CESAR E CHAVEZ AVE
LOS ANGELES,CA90033 		N/A PC STRENGTHENING CIVIC ENGAGEMENT OF COMMUNITIES 100,000

PICO CALIFORNIA

2143 EAST CESAR E CHAVEZ AVE
LOS ANGELES,CA90033 		N/A PC SGP: BUILDING ORGANIZATIONAL CAPACITY TO SUSTAIN COMMUNITY ORGANIZING AND ADVOCACY. 25,000

PILIPINO WORKERS CENTER OF SOUTHERN CALIFORNIA

153 GLENDALE BLVD 1ST FLOOR
LOS ANGELES,CA90026 		N/A PC HOMECARE COOPERATIVE INITIATIVE 175,000

PREVENTION INSTITUTE

221 OAK STREET
OAKLAND,CA94607 		N/A PC SAFETY AND HEALING IN NETWORKS OF EQUITY (SHINE): A COHORT OF MULTISECTOR COLLABORATIVES FOR DOMESTIC VIOLENCE PREVENTION 1,500,000

PREVENTION INSTITUTE

221 OAK STREET
OAKLAND,CA94607 		N/A PC GENERAL OPERATING SUPPORT 225,000

PUBLIC HEALTH FOUNDATION ENTERPRISES INC

13300 CROSSROADS PARKWAY NORTH
SUITE 450
CITY OF INDUSTRY,CA91746 		N/A PC SGP: CALIFORNIA ABUNDANT BIRTH PROJECT 50,000

PUBLIC HEALTH FOUNDATION ENTERPRISES INC

13300 CROSSROADS PARKWAY NORTH
SUITE 450
CITY OF INDUSTRY,CA91746 		N/A PC EMERGING LEADERS 10,810

PUBLIC POLICY INSTITUTE OF CALIFORNIA

500 WASHINGTON ST STE 600
SAN FRANCISCO,CA941112932 		N/A PC GENERAL OPERATING SUPPORT 200,000

RAINBOW SERVICES LTD

453 W 7TH ST
SAN PEDRO,CA90731 		N/A PC SUPPORTING DOMESTIC VIOLENCE HOUSING ADVOCACY AND SERVICES IN LOS ANGELES COUNTY 50,000

REGENTS OF THE UNIVERSITY OF CALIFORNIA AT SAN DIEGO

9500 GILMAN MC0615
SAN DIEGO,CA92093 		N/A PC EMERGING LEADERS 29,900

SCHOLARSHIP AMERICA INC

ONE SCHOLARSHIP WAY
SAINT PETER,MN56082 		N/A PC SCHOLARSHIP AMERICA PROGRAM 2024-25 48,000

SIERRA HEALTH FOUNDATION CENTER FOR HEALTH PROGRAM MANAGEMENT

1321 GARDEN HWY
SACRAMENTO,CA958339754 		N/A PC SGP: HEALING TOGETHER CAMPAIGN 50,000

SIERRA HEALTH FOUNDATION CENTER FOR HEALTH PROGRAM MANAGEMENT

1321 GARDEN HWY
SACRAMENTO,CA958339754 		N/A PC EMERGING LEADERS 26,320

SIERRA HEALTH FOUNDATION CENTER FOR HEALTH PROGRAM MANAGEMENT

1321 GARDEN HWY
SACRAMENTO,CA958339754 		N/A PC THE SAN JOAQUIN VALLEY HEALTH FUND 375,000

SIERRA HEALTH FOUNDATION CENTER FOR HEALTH PROGRAM MANAGEMENT

1321 GARDEN HWY
SACRAMENTO,CA958339754 		N/A PC GENERAL OPERATING SUPPORT 740,000

SMALL BUSINESS MAJORITY FOUNDATION INC

1015 15TH STREET NW SUITE 450
WASHINGTON,DC20005 		N/A PC PROMOTING IMPLEMENTATION OF PAID FAMILY LEAVE POLICIES IN CALIFORNIA 350,000

SOUTHERN CALIFORNIA GRANTMAKERS

1000 NORTH ALAMEDA STREET SUITE 230
LOS ANGELES,CA90012 		N/A PC GENERAL OPERATING SUPPORT 100,000

SOUTHERN CALIFORNIA GRANTMAKERS

1000 NORTH ALAMEDA STREET SUITE 230
LOS ANGELES,CA90012 		N/A PC BOOSTING NON-PROFIT REPORTING OF DEMOGRAPHIC INFORMATION TO TRACK PHILANTHROPIC FUNDING OF BIPOC-LED ORGANIZATIONS 50,000

ST VINCENT DE PAUL VILLAGE INC

3350 E STREET
SAN DIEGO,CA921023332 		N/A PC GENERAL OPERATING SUPPORT FOR CA STORM RELIEF 10,000

THE REGENTS OF THE UNIVERSITY OF CALIFORNIA AT BERKELEY

1608 FOURTH ST STE 220 MAIL CODE
5940
BERKELEY,CA947101749 		N/A PC FEDERAL POLICY RESEARCH ON CARE WORKERS 175,000

THE REGENTS OF THE UNIVERSITY OF CALIFORNIA AT BERKELEY

1608 FOURTH ST STE 220 MAIL CODE
5940
BERKELEY,CA947101749 		N/A PC OTHERING AND BELONGING INSTITUTES BLUEPRINT FOR BELONGING PROJECT 450,000

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 SUPPORTING THE CALIFORNIA EARLY CARE AND EDUCATION (ECE) WORKFORCE STUDY 200,000

THE REGENTS OF THE UNIVERSITY OF CALIFORNIA AT BERKELEY

1608 FOURTH ST STE 220 MAIL CODE
5940
BERKELEY,CA947101749 		N/A PC EMPOWER COMMUNITY VOICES IN YOUTH HOMELESSNESS RESEARCH 200,000

THE REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO

490 ILLINOIS STREET 4TH FLOOR BOX
0962
SAN FRANCISCO,CA941430962 		N/A PC IMPROVE ACCESS TO DOMESTIC VIOLENCE AND SOCIAL MEDICINE RESEARCH AND RESOURCES 225,000

THE UCLA FOUNDATION

10889 WILSHIRE BOULEVARD SUITE 1100
LOS ANGELES,CA90024 		N/A PC ADDRESSING DOMESTIC VIOLENCE IN THE CHILD WELFARE SYSTEM 100,000

TIDES CENTER

PO BOX 889385
LOS ANGELES,CA900889385 		N/A PC SOLUTIONS-BASED JOURNALISM TO ADVANCE RESTORATIVE APPROACHES FOR DOMESTIC VIOLENCE 150,000

TIDES CENTER

PO BOX 889385
LOS ANGELES,CA900889385 		N/A PC SGP: CAPACITY DEVELOPMENT FOR DOMESTIC WORKER LEADERS IN CALIFORNIA 50,000

TIME FOR CHANGE FOUNDATION

PO BOX 25040
SAN BERNARDINO,CA92406 		N/A PC EVALUATING STRENGTHS-BASED MULTIGENERATIONAL MODELS THAT PREVENT DOMESTIC VIOLENCE 400,000

UNIVERSITY OF SOUTHERN CALIFORNIA

3502 WATT WAY
LOS ANGELES,CA90007 		N/A PC SUPPORTING CALIFORNIA JOURNALISTS TO IMPROVE HEALTH EQUITY AND DOMESTIC VIOLENCE REPORTING 609,000

URBAN HABITAT

2000 FRANKLIN STREET
OAKLAND,CA94612 		N/A PC GENERAL OPERATING SUPPORT 125,000

VALORUS

1215 K STREET 1850
SACRAMENTO,CA958143956 		N/A PC GENERAL OPERATING SUPPORT 250,000

VISION Y COMPROMISO

15808 HESPERIAN BOULEVARD 708
SAN LORENZO,CA94580 		N/A PC EVALUATING STRENGTHS-BASED MULTIGENERATIONAL MODELS THAT PREVENT DOMESTIC VIOLENCE 400,000

WATSONVILLE LAW CENTER

315 MAIN ST STE 207
WATSONVILLE,CA950764624 		N/A PC INCREASING ACCESS TO PAID FAMILY LEAVE FOR IMMIGRANT, MIXTECO-SPEAKING, FARMWORKER COMMUNITIES 150,000

WEAVE INC

1900 K STREET
SACRAMENTO,CA95811 		N/A PC SGP: BUILDING ORGANIZATIONAL CAPACITY TO SUSTAIN DOMESTIC VIOLENCE MULTISECTOR COLLABORATIVE 30,000
Total .................................right arrow 3a 16,626,371
bApproved for future payment

BLACK CALIFORNIANS UNITED FOR EARLY CARE AND EDUCATION
374 CAMELBACK ROAD
PLEASANT HILL,CA94523 		N/A PC EMERGING LEADERS 19,024

CENTER FOR THE PACIFIC ASIAN FAMILY INC
3424 WILSHIRE BOULEVARD
LOS ANGELES,CA90010 		N/A PC EMERGING LEADERS 21,000

CULTIVA LA SALUD
2409 MERCED STREET
FRESNO,CA93721 		N/A PC COMMUNITY VOICES PROJECT: BRIDGING COMMUNITY AND MEDIA TO CHANGE NARRATIVES FOR POLICY AND SYSTEMS CHANGE 100,000

NATIONAL ACADEMY OF SCIENCES
500 5TH STREET NORTHWEST
WASHINGTON,DC20001 		N/A PC GENERAL OPERATING SUPPORT 50,000

PROJECT HOPE - THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION INC
1220 19TH STREET NORTHWEST
WASHINGTON,DC20036 		N/A PC HEALTH AFFAIRS COMMUNITY VOICES PROJECT: AMPLIFYING LIVED EXPERIENCES FOR HEALTH EQUITY IN ACADEMIC PUBLISHING 100,000

THE TRANSLATIN COALITION
3055 WILSHIRE BOULEVARD
LOS ANGELES,CA90010 		N/A PC GENERAL OPERATING SUPPORT 50,000

TIDES CENTER
225 BUSH STREET
LOS ANGELES,CA900889385 		N/A PC BUILD THE CAPACITY OF NONPROFIT ORGANIZATIONS TO GATHER FEEDBACK FROM THE COMMUNITIES THEY SERVE TO IMPROVE PROGRAM IMPACT 127,500

TIME FOR CHANGE FOUNDATION
ZACA ROAD
SAN BERNARDINO,CA92406 		N/A PC EMERGING LEADERS 30,000

UNITED WAY OF THE BAY AREA
550 KEARNY STREET
SAN FRANCISCO,CA94108 		N/A PC OUTREACH TO SUPPORT INTERNAL REVENUE SERVICE (IRS) DIRECT FILE TOOL ADOPTION 50,000

UNITED WAYS OF CALIFORNIA
1107 FAIR OAKS AVENUE
SOUTH PASADENA,CA910303311 		N/A PC EXPANDING ACCESS AND SUPPORT FOR IMMIGRANT TAX FILERS 100,000

WOMENS FOUNDATION OF CALIFORNIA
1301 CLAY STREET
OAKLAND,CA94612 		N/A PC ASSESSING OPPORTUNITIES FOR HOMELESSNESS AND DOMESTIC VIOLENCE COLLABORATION IN ORANGE COUNTY 77,050
Total ................................. right arrow 3b 724,574
Form 990-PF (2024)
Form 990-PF (2024)
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 2,397,391  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 1,680,145  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME 		    18 6,842  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 4,084,378 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
4,084,378
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
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
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
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
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
CALIFORNIA PHYSICIANS' SERVICE FDN
DBA BLUE SHIELD OF CALIFORNIA FDN 		Employer identification number
94-2822302
Part I
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

$ 20,126,479


(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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 $ 19,965,479 2024-12-31
(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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.) $  
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) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 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 63,000 0   63,000

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

TY 2024 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 		2024-04-25 50,000 TO FUND THE DEVELOPMENT OF A PAPER THAT SPECIFICALLY INCLUDES INTIMATE PARTNER VIOLENCE/INTERPERSONAL SAFETY AS A HEALTH-RELATED SOCIAL NEED TO BE ADDRESSED BY STATE MEDICAID PROGRAMS. THE PAPER WILL ALSO HELP PROMOTE ADOPTION OF SCREENING MEASURES FOR THE FIVE DRIVER OF HEALTH DOMAINS FOOD, TRANSPORTATION, HOUSING, UTILITIES, AND INTERPERSONAL SAFETY/IPV ADOPTED IN MEDICARE PROGRAMS SO THAT PROVIDERS EXPERIENCE CONSISTENCY IN THEIR INCENTIVES FROM BOTH MEDICARE AND MEDICAID.   NO DIVERSION OF GRANT FUNDS WAS FOUND. FINAL REPORT: 07/01/24   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 (REG. 53.4945-5(C)).
HEALTH LEVEL SEVEN INTERNATIONAL
  		455 E EISENHOWER PKWT STE 300 025
ANN ARBOR,MI48108 		2024-02-28 50,000 TO FUND BSCF'S PARTNERSHIP OF THE GRAVITY PROJECT AT THE $50,000 MEMBERSHIP LEVEL.   NO DIVERSION OF GRANT FUNDS WAS FOUND. FINAL REPORT: 02/01/25   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 (REG. 53.4945-5(C)) .

TY 2024 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: $8,113,314.

TY 2024 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 25,644,877 25,644,877

TY 2024 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 49,955,278 49,955,278
OTHER INVESTMENTS FMV 249,155 249,155

TY 2024 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 149,409 157,477 157,477
EXCISE TAX RECEIVABLE 331 45,841 45,841


TY 2024 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 8,113,314


TY 2024 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 116,787 0   116,787
HONORARIA EXPENSES 21,725 0   21,725
INTERNAL/TEAM MEETINGS 25,137 0   25,137
IT / TELECOMMUNICATIONS 192,807 0   192,807
LICENSE & FEES 2,107 0   2,107
MARKETING 300,032 0   300,032
MEMBERSHIPS 150,068 0   150,068
OFFICE SUPPLIES 12,515 0   12,515
STAFF TRAINING & DEVELOPMENT 54,585 0   54,585
STATE FILING FEE 800 0   800
SUBSCRIPTIONS 9,595 0   9,595
ACCRUAL TO CASH ADJUSTMENT 0 0   428,058
EVENTS - HOSTED 44,998 0   44,998


TY 2024 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 6,842   6,842


TY 2024 OtherIncreasesSchedule
Name:
CALIFORNIA PHYSICIANS' SERVICE FDN
 
DBA BLUE SHIELD OF CALIFORNIA FDN
EIN:
94-2822302
Description Amount
UNREALIZED GAIN ON INVESTMENTS 1,850,150
IN-KIND GIFTS OF PERSONNEL, ADMINISTRATIVE SERVICES, AND FACILITIES 8,113,314


TY 2024 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 53,901 79,618


TY 2024 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 4,200,031 0   4,200,031
INVESTMENT MANAGEMENT FEES 9,784 9,784   0


TY 2024 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 252,125 0   0