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
Carequest Foundation Inc
 
Number and street (or P.O. box number if mail is not delivered to street address)465 MEDFORD STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOSTON, MA02129
A Employer identification number

04-3265080
B Telephone number (see instructions)

(617) 886-1700
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$21,053,071J 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) 10,015,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,124,970 1,124,970  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 0
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 0
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)....... Click to see attachment
List of Attached Documents:
// Content
1,965 0 0
12 Total. Add lines 1 through 11........ 11,141,935 1,124,970 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).... 0 0 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
3,965 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)....... 0 0 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,965 0 0 0
25 Contributions, gifts, grants paid....... 14,527,259 14,527,259
26 Total expenses and disbursements. Add lines 24 and 25 14,531,224 0 0 14,527,259
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -3,389,289
b Net investment income (if negative, enter -0-) 1,124,970
c Adjusted net income (if negative, enter -0-)... 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.............      
2 Savings and temporary cash investments......... 24,381,630 21,053,071 21,053,071
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).......... 0 0 0
14 Land, buildings, and equipment: basis right arrow0
Less: accumulated depreciation (attach schedule) right arrow0 0   0
15 Other assets (describe right arrow) 0 0 0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 24,381,630 21,053,071 21,053,071
Liabilities 17 Accounts payable and accrued expenses..........    
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)......... 0 0
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........... 0 0
25 Net assets with donor restrictions............ 0 0
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 24,381,630 21,053,071
29 Total net assets or fund balances (see instructions)..... 24,381,630 21,053,071
30 Total liabilities and net assets/fund balances (see instructions). 24,381,630 21,053,071
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
24,381,630
2
Enter amount from Part I, line 27a .....................
2
-3,389,289
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
60,730
4
Add lines 1, 2, and 3 ..........................
4
21,053,071
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
21,053,071
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.)
1a
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
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
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 0
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 15,637
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-) Click to see attachment
List of Attached Documents:
// Content
2 0
3 Add lines 1 and 2........................... 3 15,637
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 15,637
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 2,000
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 878
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 14,515
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   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$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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 arrowMA
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.CAREQUEST.ORG
14
The books are in care ofright arrowGREGORY WINN Telephone no.right arrow (617) 886-1700

Located atright arrow465 MEDFORD STREETBOSTONMA ZIP+4right arrow02129
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)
 
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
 
 
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
 
 
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)
 
 
(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
 
No
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
Patricia Ma Clerk
1.00 		0 0 0
465 MEDFORD STREET
BOSTON,MA02129
Denise Marks Treasurer
1.00 		0 0 0
465 MEDFORD STREET
BOSTON,MA02129
Myechia Minter-Jordan MD MBA President
1.00 		0 0 0
465 MEDFORD STREET
BOSTON,MA02129
Karsa Rafia Director
1.00 		0 0 0
465 MEDFORD STREET
BOSTON,MA02129
Gregory P Winn Assistant Treasurer
1.00 		0 0 0
465 MEDFORD STREET
BOSTON,MA02129
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 (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
 
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  
2  
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 (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
0
b
Average of monthly cash balances.......................
1b
23,722,745
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
23,722,745
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
23,722,745
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
355,841
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
23,366,904
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,168,345
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
1,168,345
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
15,637
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
15,637
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,152,708
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
1,152,708
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
1,152,708
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
14,527,259
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
14,527,259
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 1,152,708
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:2022, 2021, 2020 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 12,760,109
b From 2020...... 10,374,390
c From 2021...... 0
d From 2022...... 37,746,469
e From 2023...... 9,951,179
f Total of lines 3a through e ........ 70,832,147
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 14,527,259
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..... 1,152,708
e Remaining amount distributed out of corpus 13,374,551
5 Excess distributions carryover applied to 2024.   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 84,206,698
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 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) ... 		12,760,109
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		71,446,589
10 Analysis of line 9:
a Excess from 2020.... 10,374,390
b Excess from 2021.... 0
c Excess from 2022.... 37,746,469
d Excess from 2023.... 9,951,179
e Excess from 2024.... 13,374,551
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:
TRENA SIMPSON
465 MEDFORD STREET
BOSTON,MA02129
(617) 886-1700
bThe form in which applications should be submitted and information and materials they should include:
CAREQUEST FOUNDATION, INC. USES A SPECIFIC ONLINE APPLICATION PROCESS CONSISTING OF EASY-TO-FOLLOW STEPS FOR GRANT SEEKERS INCLUDING ONLINE DATA ENTRY, THE PREPARATION OF STANDARDIZED FORMS, ADDING REQUIRED ATTACHMENTS AND SAVING AN UNFINISHED APPLICATION TO RETURN TO IT LATER FOR COMPLETION AND SUBMISSION
cAny submission deadlines:
APPLICATIONS ARE ACCEPTED ON AN ONGOING BASIS, AND DECISIONS ARE MADE WITHIN 6 WEEKS OF RECEIPT.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
THE FOUNDATION INVITES GRANT APPLICATIONS FROM NON-PROFIT ORGANIZATIONS THAT QUALIFY AS TAX EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND ARE CATEGORIZED AS PUBLIC CHARITIES OR GOVERNMENTAL PROGRAMS. GRANT REQUESTS FOR THE FOLLOWING WILL NOT BE CONSIDERED: BUILDING OR ENDOWMENT CAMPAIGNS; INDIVIDUALS; DIRECT CARE FOR AN INDIVIDUAL; INDIVIDUALLY OWNED PROJECTS; DIRECT INDIVIDUAL SCHOLARSHIPS; GENERAL OVERHEAD OR INDIRECT COSTS ALONE; PREVIOUSLY INCURRED EXPENSES OR TO ELIMINATE BAD DEBT; CLINICAL OR BIO-MEDICAL LAB RESEARCH; PROMULGATION OF RELIGIOUS BELIEFS OR PRACTICES; AND POLITICAL CAMPAIGNS.
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

ACHIEVAThe Arc of Greater Pittsburgh

711 Bingham Street
Pittsburgh,PA152031007 		N/A PC The purpose of this grant is to support Achieva's advocacy efforts to designate people with disabilities as a Medically Underserved Population on a state-wide and national scale, which would increase access to primary, behavioral, and oral healthcare through federal funding opportunities. 149,740

Advocates Building Lasting Equality in NH

2 1/2 Beacon St suite 10
Concord,NH03301 		N/A PC The purpose of this grant is to support ABLE NH to champion better access to appropriate and inclusive oral healthcare services for individuals with disabilities and provides leadership to the New Hampshire Oral Health Care Task Force. 100,000

Alabama Arise

400 South Union St
Montgomery,AL36104 		N/A PC The purpose of this proposal is to continue support of Alabama Arise's work to advocate for expanded Medicaid coverage including educational advocacy efforts around oral health, opportunities to advance teledentistry and medical-dental integration. 150,000

Alliance for a Healthier Generation

Water Avenue Commerce Center
Portland,OR97214 		N/A PC The purpose of this proposal is to support the Alliance for a Healthier Generation in the creation of a community-informed pathway to update the Model Local School Wellness Policy to include oral health, creating increased access to oral health services and early screenings, ultimately reshaping how school districts across the country address oral healthcare. 142,600

American Academy of Pediatrics

PO Box 776437
Chicago,IL606776437 		N/A PC This grant, through the School-Based and School-Linked Initiatives to Improve Oral Health RFP, will support the American Academy of Pediatrics (AAP) in the adaption of their Training, Education, Assistance, Mentorship, and Support (TEAMS) model to improve oral health in schools and development of an oral health micro-module for the AAP Health services Assessment Tool for Schools (HATS). 125,000

American Children's Campaign

111 South Magnolia Drive
Tallahassee,FL32301 		N/A PC The purpose of this grant is to support American Children's Campaign to carry out an integrated public education and advocacy campaign to authorize and implement dental therapy in Florida. 175,000

American Dental Hygienists' Association

444 Michigan Avenue
Chicago,IL60611 		N/A PC The purpose of this grant is to support the American Dental Hygienists' Association in the development of a Dental Hygienists Licensure Map, that will offer licensure information across various categories, enhancing the accessibility of licensure information for current and prospective dental hygienists. 50,000

American Network of Oral Health Coalitions

PO Box 4567
Topeka,KS66604 		N/A PC The purpose of this grant is to support programming from the American Network of Oral Health Coalitions, including the Peer Support Mentoring Program, the new Emerging Coalitions Learning Collaborative, and the annual meeting. 13,365

Asian Resources Inc (ARI)

6270 Elder Creek Road
Sacramento,CA95824 		N/A PC The purpose of this grant is to support Asian Resources, Inc. drive systemic changes that improve oral health outcomes for Asian American, Native Hawaiian and Pacific Islanders communities by advocating for policy changes, diversifying the oral health workforce, and enhancing the collection and reporting of disaggregated race and ethnicity data. 150,000

Banner Health Foundation

2901 N Central Ave
Phoenix,AZ85012 		N/A PC The purpose of this grant is to continue the work of the Hospital Oral Care and Proactive Education (HOPE) program to gather patient feedback to inform outcomes, prove program efficacy by capturing data for analysis, build more provider training, and standardize oral care hygiene treatment throughout six Banner's hospitals in Arizona. 50,000

Berkeley Free Clinic

2339 Durant Avenue
Berkeley,CA94704 		N/A PC The purpose of this grant is to support Berkeley Free Dental Clinic's oral health services by purchasing a flash sterilizer, additional dental hygiene instruments, and installation of an Isodry system in dental chairs. 13,000

Boston Childrens Hospital

401 Park Dr
Boston,MA02215 		N/A PC This grant, through the Community and Care Transformation Request for Proposals, will support Boston Children's Hospital to advance tele-dentistry, value-based care, and medical-dental integration and, in partnership with the Amego School, improve oral health care coordination for patients with autism spectrum disorder (ASD). 125,000

Cambridge Health Alliance Foundation

350 Main Street
Malden,MA02148 		N/A PC The purpose of this grant is to support Cambridge Health Alliance to pilot the integration of a dental hygienist into primary care within one of Massachusetts' Accountable Care Organizations (ACOs) with the goals of increasing access to care, enhance prevention, and better coordinate services for historically marginalized communities. 95,000

Center for Medicare Advocacy

PO Box 350
Willimantic,CT06226 		N/A PC The purpose of this grant is to support the Center for Medicare Advocacy's work to expand oral health coverage for Medicare beneficiaries 145,000

Center for Oral Health

9521 Folsom Blvd
Sacramento,CA95827 		N/A PC This grant, through the School-Based and School-Linked Initiatives to Improve Oral Health RFP, will support Center for Oral Health to harness the success of the Early Smiles Program to advocate for critical policy reforms at local and state levels in California. This initiative seeks to expand and enhance oral health services provided through their school based program, which has demonstrated significant impact in Sacramento, Yolo, Alpine, and Trinity counties (California). 125,000

Children Now

6250 Claremont Ave
Oakland,CA94618 		N/A PC The purpose of this grant is for Children Now to ensure effective and widespread implementation of policies related to the California Advancing and Innovating Medi-Cal (CalAIM) Initiative, specifically the Community Healthcare Worker Benefit, to better serve all 5.6 million children and youth in Medi-Cal. 150,000

Children's Action Alliance

3030 N 3rd Street Ste 760
PHOENIX,AZ85012 		N/A PC The purpose of this grant is for the Arizona Oral Health Coalition (AZOHC), with support from Children's Action Alliance (CAA), to lead legislative and administrative efforts in pursuit of oral health equity by continuing to advocate for a comprehensive adult dental benefit in Arizona's Medicaid program. 170,118

Children's Hospital and Health System Inc

PO Box 1997
Milwaukee,WI53201 		N/A PC The purpose of this grant is to implement and strengthen community engagement within Children's Health Alliance of Wisconsin's Wisconsin Medical-Dental Integration initiative, and further utilize this group to address billing issues related to integration in WI clinics. 124,991

Colorado Consumer Health Initiative

303 E 17th Ave Suite 400
Denver,CO80203 		N/A PC The Colorado Consumer Health Initiative seeks to advance equitable oral health policy and systems change efforts through advocacy by advancing access to adult dental coverage and care, integrating dental into the state's essential health benefits benchmark, improving access to key services and minimally invasive care for children, and supporting the growth and direction of the new statewide oral health coalition by ensuring all community voices are heard. 175,000

Community Catalyst

2 Liberty Sq
Boston,MA02109 		N/A PC The purpose of this grant is to support Community Catalyst to continue federal and state advocacy for comprehensive health coverage, inclusive of oral health, that is centered on the needs and perspectives of community, as well as provide technical assistance and training around equity-driven community engagement in service of oral health systems change. 546,334

Community Catalyst Inc

2 Liberty Sq Fl 11
Boston,MA02109 		N/A PC The purpose of this grant is to support Community Catalyst to continue federal and state advocacy for comprehensive health coverage, inclusive of oral health, as well as provide technical assistance and training around equity-driven community engagement in service of oral health systems change. 240,288

Curators of the Univeristy of Missouri Kansas City

316 University Hall
Columbia,MO65211 		N/A PC The purpose of this grant is to support University of Missouri-Kansas City (UMKC) Institute for Human Development perform a needs assessment to inform the design of a community-based intervention that addresses barriers for minority pregnant and postpartum mothers and infants to improve oral health outcomes. 80,000

Dentist for the Disabled and Elderly in Need of Treatment Inc

3000 United Founders Blvd Ste 13
Oklahoma City,OK731123958 		N/A PC The purpose of this grant is to support a free Community Dental Care Day in rural Oklahoma. 5,000

Dentistry 4 Vets

2930 2nd Avenue Suite 140
Marina,CA93933 		N/A PC This grant, through the Expanding Access and Equity for Veterans Oral Health RFP, will support Dentistry4Vets to address system-level barriers to oral health for veterans and spotlight their care delivery model that delivers cost-effective, comprehensive dental treatment tailored specifically for veterans 125,000

Dignity Health Foundation - East Valley

1727 W Frye Road
Chandler,AZ85224 		N/A PC The purpose of this grant is to support Dignity Health in the expansion their ICU Oral Care project. This project will embed Registered Dental Hygienists into the Medical and Trauma Intensive CareUnits at Dignity Health Medical Center toprovide oralhealth careto patients with advanced airwaystoreduce the incidence of Infection-Related Ventilator Association Complications (IVAC) and PossibleVentilator-Associated Pneumonia (PVAP). 134,000

East Carolina University

Office of Research Administration
Greenville,NC278581821 		N/A PC This grant, provided through the Expanding Access and Equity for Veterans Oral Health RFP, will support East Carolina University in its aims to inform policy changes that improve veteransal health by creating a care model that employs multidisciplinary teams to facilitate comprehensive care for veterans with chronic illnesses and disabilities. East Carolina University plans to demonstrate that reduced net costs and improved quality of life for veterans can be achieved by focusing on prevention and early intervention in medical-dental integration. 125,000

Everyone For Veterans

400 NW GILMAN BLVD UNIT 1081
ISSAQUAH,WA980270163 		N/A PC This grant, through the Expanding Access and Equity for Veterans Oral Health RFP, will support Everyone for Veterans in training dental schools and students on veteran-specific oral care, speaking engagements that focus on the voices of veterans, and advocacy for veteransal health. 125,000

EXCELth Inc

1515 Poydras Street
New Orleans,LA70112 		N/A PC This grant, through the School-Based and School-Linked Initiatives to Improve Oral Health RFP, will support EXCELth in the implementation of the Louisiana Smile Krewe School-Linked Initiative with the goal of increasing the number of children utilizing dental services as well as promote widespread use of teledentistry to address barriers to oral health for rural communities. 125,000

Families USA

1201 New York Avenue NW
Washington,DC20005 		N/A PC The purpose of this grant is to support Families USA to 1) Grow and reinforce the strategic infrastructure that ensures community voices and equity are at the center of oral health policymaking; 2) Position oral health coverage as a prominent policy issue heading into the 2024 election season; 3) Prepare for the various alternative legislative and administrative scenarios that may arise in 2025 at the federal and state level. 250,000

Families USA Foundation Inc

1225 New York Ave NW Ste 800
Washington,DC20005 		N/A PC The purpose of this grant is to grow and reinforce the infrastructure that ensures community voices and equity are at the center of oral health policymaking and to position oral health coverage as a prominent policy issue heading into the 2023 election season. 262,500

Family Medicine Education Consortium

3195 Dayton-Xenia Road Ste 900
Dayton,OH454346390 		N/A PC This grant, through the Expanding Access and Equity for Veterans Oral Health RFP, will support the Family Medicine Education Consortium to work with the academic family medicine system to affect change in how primary care providers approach the oral health care of patients, with a focus on access to appropriate and comprehensive care for veterans. 125,000

Florida Voices for Health

PO Box 358946
Gainesville,FL32635 		N/A PC The purpose of this grant is to support Florida Voices for Health in their work to support community members and coalition advocacy for a Florida Medicaid adult dental benefit and other policy opportunities that support oral health in Florida. 175,000

Footbridge

PO Box 1716
Welcome,NC27374 		N/A PC The purpose of this grant is to support Footbridge Clinic in the delivery of a free dental clinic day. 5,000

Harvard School of Dental Medicine

1033 Massachusetts Ave 2d Floor
Cambridge,MA02138 		N/A PC This grant will support the Center for the Integration of Primary Care and Oral Health (CIPCOH), as a part of Harvard School of Dental Medicine, implement the fourth year of the 100 Million Mouths Campaign, expanding the number of states with designated primary care oral health champions to 26. 100,000

Harvard School of Dental Medicine

188 Longwood Ave
Boston,MA02115 		N/A PC The purpose of the Harvard School of Dental Medicine's grant is to inform and engage state legislators as essential stakeholders in oral health policy and to inform OPEN members about state-level oral health policy. 153,056

Hawaii Public Health Institute

707 Richards Street
Honolulu,HI96813 		N/A PC The purpose of this grant is to support the Hawaii Public Health Institute (HPHI) and the Hawaii Oral Health Coalition to explore new policy options for expanding functions among existing dental workforce, conduct a community oral health needs assessment, and improve oral healthcare prevention and access for Hawaii children. 205,970

Health Care For All

1 Federal Street 5th Floor
Boston,MA02110 		N/A PC The purpose of this grant is to support Health Care for All in its efforts to enhance oral health integration and promote teledentistry, protect and defend adult dental Medicaid benefits, advocate for state and federal policies aimed at expanding access to vulnerable populations, and conduct listening sessions with community members and organizations to inform the organization's 2025-2026 oral health legislative agenda. 150,000

Healthy Mothers Healthy Babies Coalition of Georgia Inc

2200 Century Pkwy NE
Atlanta,GA30345 		N/A PC The purpose of this grant is to support the capacity of Healthy Mothers, Healthy Babies Coalition of Georgia's Working Group to continue to bring together key decision makers, perinatal and oral health professionals, providers, and pregnant and postpartum people to build upon identified solutions through the development of an Oral Health and Pregnancy Awareness campaign. 70,000

Heart Ministry Center

2222 Binney St
Omaha,NE68110 		N/A PC The purpose of this proposal is to support Heart Ministry Center as they determine their oral health policy and advocacy priorities through trauma-informed story gathering of community members impacted by oral health challenges. 150,000

Hispanic Dental Association

421 Huguenot Street Suite 54
New Rochelle,NY10801 		N/A PC The purpose of this grant is for the Hispanic Dental Association to inform evidence-based policy decisions and support Hispanic dental providers as equity driven advocates for oral health. 278,535

Illinois Primary Health Care Association

1999 Wabash Ave
Springfield,IL62704 		N/A PC The purpose of this grant is to support the Illinois Primary Health Care Association's work in three key areas: developing an oral health policy strategic plan to inform their work over the next few years, improving the integration between oral health and behavioral health services, and supporting the oral health safety-net in Illinois by hosting the Illinois Oral Health Conference and by supporting continuing education for Dental Assistants. 100,000

International Association for Dental Oral and Craniofacial Research

1619 DUKE ST
ALEXANDRIA,VA223143406 		N/A PC This funding will support the International Association for Dental, Oral, and Craniofacial Research (IADR) Distinguished Scientist Award - Behavioral, Epidemiological and Health Services Research. 3,750

ITNAmerica

479 Main Street
Westbrook,ME04092 		N/A PC The purpose of the proposed work is to support ITNAmerica to study the relationship between transportation and access to healthcare, focusing on oral health and develop a research design for a cost-effective longitudinal study of the relationship between transportation and access to healthcare. 150,000

Justice in Aging

1444 Eye St NW
Washington,DC20005 		N/A PC The purpose of this grant is to influence the Medicare system to expand dental coverage in Medicare, influence the Medicaid system to expand dental services through Medicaid waivers, and engage the Aging and Disability Network in oral health advocacy. Justice in Aging does this through a model of change that relies on the interplay of education and training, policy advocacy, and litigation. 120,000

Kentucky Voices for Health

1640 Lyndon Farm Court
Louisville,KY40223 		N/A PC The purpose of this proposal is to support the efforts of Kentucky Voices for Health as they advocate to prevent the unraveling of Medicaid expansion including expanded dental benefits through the leveraging of community voice. 125,000

Kentucky Youth Advocates

10200 Linn Station Road
Louisville,KY40223 		N/A PC The purpose of this grant is for the Kentucky Oral Health Coalition, supported by Kentucky Youth Advocates (KYA), to develop regional workgroups to ensure successful implementation of expanded benefits, build on their landscape assessment, and develop an updated policy agenda for the 2025 session. 125,000

Maine Equal Justice Partners

126 Sewall Street
Augusta,ME04330 		N/A PC The purpose of this grant is to support Maine Equal Justice Partners to gather and integrate consumer input in the implementation of Maine's Medicaid adult dental benefit and advocacy for expansion of Medicaid to all Mainers regardless of immigration status. 98,552

Marshall University Research Corporation

One John Marshall Dr
Huntington,WV25755 		N/A PC The purpose of this grant is to support Marshall University to assess the knowledge gaps around veteransal health access and capture veteran perspectives on care in West Virginia to inform statewide and national oral health systems change efforts. 125,000

Maryland Dental Action Coalition Inc

10015 Old Columbia Road Suite B-21
Columbia,MD21046 		N/A PC The purpose of this grant is to support Maryland Dental Action Coalition's expanded Medicaid implementation efforts, which include advocacy and legislation, interprofessional collaboration, and oral health literacy and education, all done in coordination with a diverse statewide network of oral health stakeholders. 150,000

Massachusetts League of Community Health Centers Inc

40 Court Street 10th Floor
Boston,MA02108 		N/A PC The purpose of this grant is to support the Massachusetts League of Community Health Centers to expand and pilot a four-part curriculum developed to equip oral health staff within community health center dental clinics with culturally sensitive communication skills to improve patient-providers relationships and care outcomes. 150,000

MCD Global Health

105 Second St Suite 2A
Hallowell,ME04347 		N/A PC This grant, through the School-Based and School-Linked Initiatives to Improve Oral Health RFP, will support MCD Global Health in the integration of oral health with health, dental, and school partners, and increased access to care for Maine children utilizing school nurses to provide screenings and preventive services. 125,000

Medical University of South Carolina Foundation

18 Bee Street
Charleston,SC29425 		N/A PC The purpose of this grant is to support the Medical University of South Carolina to conduct and evaluation of its Dental Pathways for Faculty Campions for Diversity and Mentorship project phase one and develop course materials for the spread of this model to other Historically Black Colleges and Universities and Minority Serving Institutions. 130,000

Medical University of South Carolina Foundation

18 Bee St
Charleston,SC29425 		N/A PC The purpose of this grant is to support the establishment of the Pipeline Dental Champions for Diversity and Mentorship between the Medical University of South Carolina and five historically black colleges and universities to increase the number of admissions to dental school and improve diversity in the oral health workforce. 150,000

Mercy Foundation

2700 NW Stewart Parkway
Roseburg,OR97471 		N/A PC This grant, through the Expanding Access and Equity for Veterans Oral Health RFP, will support Mercy Foundation to address the oral health needs of local veterans admitted to Mercy Medical Center. The Foundation seeks to increase access to care and connections to care for in hospital patients, advocate for increasing number of veterans eligible for Veterans Dental Program, share best practices via a public awareness campaign, and to create an online hub dedicated to oral health for veterans. 125,000

Minnesota Dental Foundation

1335 INDUSTRIAL BLVD NE STE 200
MINNEAPOLIS,MN554134801 		N/A PC The purpose of this grant is to support the 2024 Minnesota Mission of Mercy (2024 MN MOM). 5,000

Missouri Coalition for Oral Health

PO Box 1432
Jefferson City,MO651021432 		N/A PC The purpose of this grant is to support the Missouri Coalition for Oral Health in continuing the design and implementation of a dental alternative payment model (APM) for people with intellectual and developmental disabilities (IDD) by testing incentivized payments for dental providers. This is the second year of funding of phase two of their current grant with CareQuest Institute, laying the groundwork for future implementation of an APM in Missouri. 180,000

Missouri Coalition for Oral Health

PO Box 1432
Jefferson City,MO651021432 		N/A PC This grant, through the Expanding Access and Equity for Veterans Oral Health RFP, will support the Missouri Coalition for Oral Health (MCOH) in their efforts to gather and apply data-driven and lived experience insights to better understand and address the unmet dental needs of Missouri veterans while elevating the importance of veteran oral health among MCOH members, partners, and stakeholders. 125,000

Missouri Department of Health and Senior Services

920 Wildwood
Jefferson City,MO65109 		N/A PC This grant, through the Expanding Access and Equity for Veterans Oral Health RFP, will support the Missouri Office of Dental Health (MODH) in evaluating their current work with A.T. Still University's dental clinic (led by former marine, Dr. Herb Silva), which provides dental care to veterans through the Smiles for Vets program. The goal of the evaluation is to learn why veterans seek dental treatment, how dentists can improve care provided, why dental students want to provide care to veterans and what would encourage them continue to provide care post-graduation. 125,000

Montana State University Foundation

PO Box 172750
Bozeman,MT59717 		N/A PC This grant, through the school-Based and School-Linked Initiatives to Improve Oral Health RFP, will launch the Youth Voice Project, which will conduct focus groups with 7th-12th grade students to identify their perceptions of oral health in their community. Students will develop oral health outreach initiatives, campaigns, and messages delivered via Native Reach TV, and a Project Advisor will engage in workforce development programming to nurture interest in oral health careers. The Foundation will also pilot a same day treatment protocol in the School Based Health Center to disrupt current model where students are referred to treatment over 100 miles away in Billings. 125,000

More Smiles Wisconsin

1320 Mendota Street
MADISON,WI53714 		N/A PC This grant, through the School-Based and School-Linked Initiatives to Improve Oral Health RFP, will support More Smiles Wisconsin in the expansion of oral health collaborations between schools, school-based prevention programs, and local dentists through the existing and recently established Hometown Smiles program. 125,000

National Academy of Sciences

2101 Constitution Ave NW
Washington,DC20418 		N/A PC The purpose of this grant is to organize and support a public workshop to engage leaders of oral health demonstration projects that cater to underserved populations, with the aim of sharing available data and metrics for effective interprofessional learning for addressing individual and community needs through an oral health lens. 70,000

National Conference of State Legislatures

7700 East First Place
Denver,CO80230 		N/A PC The purpose of the National Conference of State Legislature's grant is to inform and engage state legislators as essential stakeholders in oral health policy and to inform OPEN members about state-level oral health policy. 70,000

National Rural Health Association

406 West 34th St
Kansas City,MO46111 		N/A PC The purpose of this grant to support the National Rural Health Association in their work to improve rural oral health equity through the continuation of the National Rural Oral Health Initiative and its key pillars of advocacy, communications, education, and research. 245,000

Nebraska Appleseed

PO Box 83613
Lincoln,NE685013613 		N/A PC The purpose of this grant is to support Nebraska Appleseed in their efforts to continue collaborating with underserved communities to advance systemic change that improves health and increases equity in their state. Nebraska Appleseed will continue to prioritize growing capacity and voice, deepening oral health advocacy, expanding and strengthening health care partnerships, and improving Medicaid access and processes. 130,000

Neighborhood Services Organization

431 SW 11th St
Oklahoma City,OK73109 		N/A PC The purpose of this grant is to support Neighborhood Services Organization (NSO) replace a suction pump in its low-cost dental clinic, the only clinic of its kind in Oklahoma. 7,235

New Hampshire Oral Health Coalition

4 Park St Ste 212
Concord,NH03301 		N/A PC This funding will support New Hampshire Oral Health Coalition (NHOHC) to conduct a landscape analysis of current school-based oral health programs (SBOHP) to determine the key factors and efforts needed to re-establish and strengthen school-based programs as an evidence-based first line of defense in the prevention of dental disease for children utilizing minimally invasive techniques. 100,000

New Mainers Public Health Initiative

276 Lisbon Street
Lewiston,ME04240 		N/A PC The purpose of this grant is to support the New Mainers Public Health Initiative to host health literacy groups, educate and train community members in advocacy toward expanded access to oral health care, and conduct further evaluation of the impact of its oral health-focused community engagement. 125,000

Nicklaus Children's Hospital Foundation

3100 SW 62nd Ave
Miami,FL33155 		N/A PC This grant, through the School-Based and School-Linked Initiatives to Improve Oral Health RFP, will support Nicklaus Children's Hospital Pediatric Dentistry Department (NCHPDD) in partnership with Borinquen Medical Center (BMC) and eight elementary public schools in Miami-Dade County increase access to oral health care for recent immigrant children. 125,000

Northwest Portland Area Indian Health Board

2121 SW Broadway 300
Portland,OR97201 		N/A PC The purpose of this grant is to support the Northwest Portland Area Indian Health Board in creating a sustainable, culturally centered oral healthcare workforce that addresses social determinants of health and reduces inequities in American Indian and Alaska Native communities through integrated dental, behavioral, and community health training. 150,000

Oral Health Kansas Inc

PO Box 4567
Topeka,KS66604 		N/A PC The purpose of this grant is to support Oral Health Kansas in addressing oral health access issues, continued convening of the "Sedation Dental Care Task Force Lived Experience Advisory Group to identify gaps and obstacles in accessing sedation dentistry, and advocating for expanded access to dental services for the Kansas Medicaid population. 172,647

Oral Health Unit at CDPHE

4300 Cherry Creek Drive South
Denver,CO80246 		N/A PC This grant, through the School-Based and School-Linked Initiatives to Improve Oral Health RFP, will support the Colorado Department of Public Health and Environment's Oral Health Unit, in collaboration with Youth Healthcare Alliance, to further expand school based oral health through engaging schools and communities to address systemic barriers to oral health for children and their families. 125,000

Pacific Northwest University of Health Sciences

111 University Parkway
Yakima,WA98901 		N/A PC The purpose of this proposal is to support the teams at PNWU-SDM and NIHC to develop, implement, measure, and share a comprehensive, multi-year interprofessional education (IPE) curriculum for DMD students and professionals. 78,500

Partnership for Southern Equity

667 Fairburn Rd NW
Atlanta,GA30331 		N/A PC The purpose of this grant is to sustain and expand the Partnership for Southern Equity's engagement of youth leaders, adult allies, and community-based organizations to advocate for improve access to equitable and integrated oral health that responds to the unique geographic landscape of the South, beginning with Georgia and North Carolina. 175,500

Partnership for Southern Equity

667 Fairburn Rd NW
Atlanta,GA30331 		N/A PC The purpose of this grant is to sustain and expand the Partnership for Southern Equity's engagement of youth leaders, adult allies, and community-based organizations to advocate for improve access to equitable and integrated oral health that responds to the unique geographic landscape of the South, beginning with Georgia and North Carolina. 175,500

Pennsylvania Chapter of the American Academy of Pediatrics

661 Moore Road
King of Prussia,PA19406 		N/A PC This grant, through the School-Based and School-Linked Initiatives to Improve Oral Health RFP, will support the Pennsylvania Chapter of the American Academy of Pediatrics in the education and empowerment of school nurses to implement a school-based oral health program. This will include preventive education, topical fluoride varnish application, and dental referral through targeted educational resources for school nurses. 125,000

Pennsylvania Coalition for Oral Health

PO Box 242
Delmont,PA15626 		N/A PC The purpose of this grant is to support the Pennsylvania Coalition for Oral Health (PCOH) to address oral health disparities through advocacy for expanded Medicaid dental benefits for adults and those with disabilities as well as the enhancement of school-based dental services, particularly through the role of public health dental hygienists. 98,000

Poverty Action co Solid Ground

1501 North 45th Street
Seattle,WA98103 		N/A PC The purpose of this grant is to support Poverty Action c/o Solid Ground in the coordination of the Washington Dental Access Campaign (WDAC) to create a sustainable and equitable oral healthcare system in Washington State. WDAC will do this by implementing Dental Therapy licensure and improving Medicaid dental coverage to increase access to care, reduce disparities, and integrate community-driven advocacy with systemic policy changes. 125,000

Ready Set Smile

3751 17th Avenue South
Minneapolis,MN55407 		N/A PC The purpose of this grant is to support Ready Set Smile's design of a dental home network of community clinics and private/pediatric practitioners and a referral system with follow up policies and procedures to ensure children continue to receive clinically appropriate oral health care. 125,000

Refugee Community Partnership

PO Box 461
Carrboro,NC27510 		N/A PC This grant is to support the Refugee Community Partnership to counter language-based exclusion in oral and medical healthcare settings through the deployment of Language Navigators from the refugee and migrant community to capture and assess the availability and quality of interpretation services toward establishing a full reimbursement benefit for interpretation in Medicaid. 123,000

San Jose Clinic

2615 Fannin St
Houston,TX77002 		N/A PC The purpose of this grant is to replace a panoramic x-ray machine at the San Jose Clinic in Houston, Texas. 25,000

Schuyler Center for Analysis and Advocacy

540 Broadway
Albany,NY12211 		N/A PC The purpose of this grant is to support the Schuyler Center for Analysis and Advocacy's efforts to increase availability of oral health care to populations with the greatest need through comprehensive changes to health workforce laws, improved Medicaid policies, and a strategic workforce pipeline to meet future needs. 175,292

Smiles Across Montana

105 Grey Wolf Trail
Bozeman,MT59634 		N/A PC The purpose of this grant to Smiles Across Montana is to develop a pilot program to deploy non-dental professionals as Community Health Care Workers who will provide education, preventive measures, and referrals to the underserved communities identified. 149,950

Society of American Indian Dentists

230 Fairview Drive
Carson City,NV89701 		N/A PC The purpose of this grant is to support the Society of American Indian Dentists (SAID) implement a call to action in their 2023 white paper ("American Indian and Alaska Native Communities Face a 'Disproportionate Burden of Oral Disease'") to "interpret [research] results with Indigenous communities." In partnership with CareQuest Institute's Analytics and Data Insights Team, SAID will take the data from recent research and present in the language and methods appropriate for the unique communities it serves - SAID's membership, Indigenous communities, and policymakers. 150,000

Southern Plains Tribal Health Board

9705 North Broadway Extension
Oklahoma City,OK73114 		N/A PC The purpose of this grant is to support the Southern Plains Tribal Health Board to establish and maintain a racial misclassification advisory group (RMAG), made up of tribal and clinical oral health stakeholders, to map and propose solutions to instances of misclassification throughout the care process. 125,000

Strategic Concepts in Organizing and Policy Education

1715 W Florence Ave 2nd Floor
Los Angeles,CA900472220 		N/A PC The purpose of this grant is to support SCOPE to build grassroots power and mobilize for a community-driven solution to address oral health inequities in BIPOC, rural, and tribal communities in California. 150,000

Suwannee River Area Health Education Center

14646 NW 151st Blvd
Alachua,FL32615 		N/A PC This proposal is to support Suwannee River Area Health Education Center as the fiscal sponsor for Floridians for Dental Access (FLDA), to advocate for the passage of dental therapy legislation in Florida. Additionally, the activities outlined in this proposal will support Florida in joining the Dentist and Dental Hygienist Compact. This compact creates reciprocity among participating states which reduces barriers to license portability, ultimately increasing workforce availability through decreased licensure restrictions. 112,488

Texas Health Institute

12407 N MoPac Expressway
Austin,TX78759 		N/A PC The purpose of this grant is to support Texas Health Institute in the development of a state level dashboard with population health data that will inform advocacy efforts in the 2025 legislative session. The proposed activities of this grant will also address access gaps for minority populations in Texas by conducting a landscape scan of current efforts, develop a learning collaboration for providers to advance solutions to these gaps, and engage with academic institutions to advance policies to address care gaps. 184,848

The American Institute of Dental Public Health

401 William Street 5560
River Forest,IL60305 		N/A PC The purpose of this grant is to support The American Institute of Dental Public Health (AIDPH) use data-driven advocacy to improve veteran oral health through the development of federal policy priorities and to build the capacity of the oral health workforce for community engagement. 210,882

The American Institute of Dental Public Health

10650 Culebra Rd 104-109
San Antonio,TX78251 		N/A PC This grant, through the Disability Justice and Inclusion in Oral Health Request for Proposals, will support AIDPH and Coalition of Texans with Disabilities to develop tools and resources for state advocates to advance access to care for the disability community through Medicaid. 125,000

The Arc of the United States

2000 Pennsylvania Ave NW
Washington,DC20006 		N/A PC This purpose of this grant is to support The Arc of the United State in raising awareness about oral health disparities within the disability community, advocating for legislative improvements to service access, and establishing a network of providers better equipped to meet the needs of this community. Cornerstone to this project is incorporating and elevating the voices and lived experiences of individuals with IDD, their caretakers and family members. 125,000

The Connecticut Oral Health Initiative Inc

53 Oak St
Hartford,CT06106 		N/A PC The purpose of this grant is to support the Connecticut Oral Health Initiative (COHI) to expand its community engagement efforts and continue important oral health advocacy to preserve and expand coverage and access to oral health care for historically marginalized populations throughout the state. 175,000

The Fund for a Healthier Colorado

303 E 17th Ave Ste 405
Denver,CO80203 		N/A PC The purpose of this grant is to support The Fund for a Healthier Colorado to initiate dental therapy training programs at institutions of higher education to support the legislative and regulatory steps completed in 2023 to license dental therapists in Colorado. 99,176

The Massachusetts General Hospital

125 Nashua St Ste 540
Boston,MA02114 		N/A PC The purpose of this grant is to support the Lunder-Dineen Health Education Alliance of Maine (Lunder-Dineen) adapt and scale its MOTIVATE at Home online learning curriculum for use beyond care settings, such as Area Agencies on Aging and professional dental education programs. 100,000

The UCLA Foundation

10889 Wilshire Blvd Ste 1100
Los Angeles,CA90024 		N/A PC This grant, through the Disability Justice and Inclusion in Oral Health Request for Proposals, will support the UCLA School of Dentistry to address culturally relevant and accessible oral health education and advocacy for the disability community through a community-driven project. 125,000

Trustees of Boston University Office of Sponsored Programs

881 Commonwealth Avenue
Boston,MA02215 		N/A PC The purpose of this grant is to support research conducted at Boston University that will explore the social (cultural) and structural (political and economic) drivers and mechanisms of inequitable access, utilization, and clinical oral health outcomes among Latino/a/e adults across two related studies. 21,574

University of Colorado Denver

Campus Box 3100 Marine Street 6th
Aurora,CO803090575 		N/A PC The purpose of this grant is to support the University of Colorado School of Dental Medicine to strengthen the community voices of the American Indian community on Pine Ridge, in South Dakota, through authentic partnership development and test a theoretical framework on perceived discrimination and other dental care-related experiences in the utilization of dental care among adults in this population. 150,000

University of Florida Foundation

1938 West University Avenue
Gainesville,FL32603 		N/A PC The purpose of this grant is to support the University of Florida in conducting a comparative study to provide evidence-based data to help authorize dental therapy in Florida. Authorization of dental therapy will improve access to affordable dental care for underserved populations and influence state-level policies for broader integration of dental therapists. 143,000

University of Florida Foundation

1938 West University Avenue
Gainesville,FL32603 		N/A PC The purpose of this grant is to support the University of Florida Foundation continued implementation of the D-CARE project. Grant funding will help establish a sustainable and scalable model for mobile dental clinics that provide accessible, preventive, and minimally invasive dental care for individuals with disabilities, while promoting best practices and contributing to broader advocacy and policy efforts to enhance oral health equity. 125,000

University of Houston

5000 Gulf Freeway Technology Bridge
Houston,TX77204 		N/A PC The purpose of this grant is to integrate oral health and overall health through medical/dental collaboration and community input at the University of Texas Health Houston School of Dentistry's Center for Health Promotion to create a care model that will be utilized to influence oral health and healthcare policy. 150,000

University of Houston

5000 Gulf Freeway Technology Bridge
Houston,TX77204 		N/A PC This grant, through the Expanding Access and Equity for Veterans Oral Health RFP, will support the University of Texas Health and Science Center at Houston to pilot a study to investigate the impact of dental care in behavioral health treatment among veterans. 125,000

University of Maryland Baltimore

220 Arch St Fl 13
Baltimore,MD21201 		N/A PC The purpose of this grant is to support medical-dental integration pilots, led the University of Maryland School of Dentistry, that respond to the expressed needs of prenatal and post-partum people in Maryland as well as the state's ongoing workforce shortage. 200,000

University of Massachusetts Foundation

100 Carlson Ave
Newton,MA02459 		N/A PC The purpose of this grant is to support research at the University of Massachusetts Amherst to determine the prevalence of oral and dental problems, as well as potential solutions, for and with older adults living in long-term care and community settings. 56,364

University of Minnesota

200 Oak St SE Ste 500
Minneapolis,MN55455 		N/A PC The purpose of this grant is to support the University of Minnesota School of Dentistry (UMSD) determine how social and economic determinants of health (SoDH) intersect with health literacy and selected health conditions at the zip code level and, based on those findings, create interventions to improve oral health access and status. 121,504

University of Pennsylvania School of Dental Medicine

4001 Spruce Street
Philadelphia,PA19103 		N/A PC Penn Dental Medicine's Center for Integrative Global Oral Health will use the $90,000 grant to support a student in our Master of Oral and Population Health program, support being tuition and fee remission. MOPH tuition/fees are listed at this link at the bottom of the degree programs (MOPH) https://srfs.upenn.edu/costs-budgeting/graduate-cost-attendance/school-dental-medicine/graduate-dental-education. 90,000

Upper Peninsula Commission for Area Progress

2501 14th Ave South
Escanaba,MI49829 		N/A PC This grant, through the Expanding Access and Equity for Veterans Oral Health RFP, will support work by the Upper Peninsula Commission for Area Progress (UPCAP) to conduct community forums in multiple locations across a 15-county region to engage veterans, service members, family/caregivers, dental providers, insurers/health plan providers, and policy makers regarding the state of veteran oral health care and barriers to access. 125,000

Utah Health Policy Project

2369 West Orton Circle
West Valley City,UT84119 		N/A PC The purpose of this grant is to support Utah Health Policy Project (UHPP) in the expansion of the Oral Health Consumer Coalition, ensure Utah's newly passed adult dental Medicaid benefit is implemented properly, create broad awareness of program eligibility, and to strengthen oral health coverage and access to UHPP clients who receive direct health care enrollment assistance. 150,000

Virginia Health Catalyst

4200 Innslake Dr Suite 202
Glen Allen,VA23060 		N/A PC The purpose of this grant is to support Virginia Health Catalyst to provide guidance and technical assistance to safety net clinics expanding the use of patient-centered, culturally humble care coordination techniques and tools. 135,000

Vista Community Clinic

1000 VALE TERRACE DR
VISTA,CA920845218 		N/A PC The purpose of this grant is to support Vista Community Clinic in the expansion and enhancement of its pediatric-focused medical-dental integration project at its current location and four additional clinics. 125,000

Voices for Vermont's Children

PO Box 261
Montpelier,VT05601 		N/A PC The purpose of this grant is to support Voices for Vermont's Children's creation of an outreach and awareness campaign that reflects community-identified oral health policy priorities, promotes the use of medical management of dental disease, and improves access to care for Medicaid-enrolled and uninsured patients through intentional medical-dental integration policy design. 125,000

Well Child Center

620 Wing Street
Elgin,IL60123 		N/A PC This grant, through the School-Based and School-Linked Initiatives to Improve Oral Health RFP, will support Well Child Center in forming and convening a Community of Practice to improve oral health in the second largest school district in Illinois (western suburbs of Chicago). 125,000

West Virginia Oral Health Coalition

PO Box 1113
Bridgeport,WV26330 		N/A PC The purpose of this grant is to support the West Virginia Oral Health Coalition's Oral Health Summit, hosted on August 16, 2024. 10,000

West Virginians for Affordable Health Care

600 Leon Sullivan Way
Charleston,WV25301 		N/A PC The purpose of this grant is to build a grassroots advocacy base for West Virginians for Affordable Health Care's Medicaid Buy-In Proposal which will protect Medicaid beneficiaries from losing coverage due to modest income increases by providing additional affordable coverage options. 150,000
Total .................................right arrow 3a 14,527,259
bApproved for future payment
Total ................................. right arrow 3b 0
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 1,124,970  
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 ............ 		         
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aMISCELLANOUS INCOME 		    1 1,965  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 1,126,935 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,126,935
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (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
CAREQUEST INSTITUTE FOR ORAL HEALTH INC 501(c)(4) CAREQUEST INSTITUTE FOR ORAL HEALTH, INC. IS AFFILIATED WITH CAREQUEST FOUNDATION, INC. IN THAT CAREQUEST INSTITUTE FOR ORAL HEALTH, INC. IS THE SOLE MEMBER OF CAREQUEST FOUNDATION, INC.
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: 24020961
Software Version: 2024v5.1


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
Carequest Foundation Inc
 
Employer identification number

04-3265080
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
Carequest Foundation Inc
  		Employer identification number
04-3265080
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
Dental Trade Alliance
 
4350 N Fairfax Drive Suite 650
 
Arlington, VA22203

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
Arizona Association of Community Health Centers Inc
 
700 E Jefferson Street Suite 100
 
Phoenix, AZ85034

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
DENTAL SERVICE OF MASSACHUSETTS INC
 
465 MEDFORD STREET
 
BOSTON, MA02129

$ 10,000,000


(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
Carequest Foundation Inc
  		Employer identification number

04-3265080
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
Carequest Foundation Inc
  		Employer identification number

04-3265080
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: 24020961
Software Version: 2024v5.1

TY 2024 OtherIncomeSchedule2
Name:
Carequest Foundation Inc
EIN:
04-3265080
Software ID:
24020961
Software Version:
2024v5.1
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
MISCELLANOUS INCOME 1,965 0 0


TY 2024 OtherIncreasesSchedule
Name:
Carequest Foundation Inc
EIN:
04-3265080
Software ID:
24020961
Software Version:
2024v5.1
Description Amount
CONTRIBUTION TIMING DIFFERENCE 50,500
OTHER MISC 10,230


TY 2024 TaxesSchedule
Name:
Carequest Foundation Inc
EIN:
04-3265080
Software ID:
24020961
Software Version:
2024v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX 3,965 0 0 0