2024-11-15T10:19:31+00:00 2023-12-31 346565596 ERNST & YOUNG US LLP 155 N WACKER DRIVE CHICAGO IL 60606 990PF 2023-01-01 043148824 BLUE CROSS AND BLUE SHIELD OF MASSACHUSETTS FOUNDATION FOR EXPANDING HEALTH CARE ACCESS BLUE 6172465000 101 HUNTINGTON AVENUE SUITE 1300 BOSTON MA 021997611 RUBY KAM CFO 6172465000 2024-11-15 true true Katherine Kurtzman P01236691 3128792000 2024-11-13 2023 2024-10-15 13:58:12Z X 104059867 X 324080 1341064 1341064 6739861 28515373 6739861 0 0 0 0 0 0 8405005 8080925 0 0 0 0 0 0 0 0 0 2139058 302550 0 1836508 179649 0 0 0 0 0 0 0 0 175475 175475 127 127 1322363 0 0 1322363 3816672 302550 0 3334473 3649589 1895928 7466261 302550 0 5230401 938744 7778375 0 5301170 7295972 7295972 64288 44415 64288 64288 0 0 0 262565 92561 92561 0 0 0 0 0 0 0 0 37094 8975 8975 0 0 0 92168672 96544082 96544084 0 0 0 0 0 0 0 0 0 0 0 0 0 186680 53987 53987 98000596 104059865 104059867 125472 171520 1730779 1760411 0 0 0 0 749007 606082 2605258 2538013 X 95395338 101521854 95395338 101521854 98000596 104059867 95395338 938744 5187769 101521851 0 101521851 Gain on Sale of Investments P 28702338 21962477 6739861 0 6739861 6739861 0 108119 108119 108119 159507 40000 199507 91388 91388 0 false false false 0 0 0 false false false false true true true false false false false true BCBSMAFOUNDATION.ORG MICHAEL CARDER 6172465000 101 HUNTINGTON AVENUE SUITE 1300 BOSTON MA 021997611 0 false false false false true false false false false false false false false false false false false false false false false false SEE STATEMENT 101 HUNTINGTON AVENUE SUITE 1300 BOSTON MA 021997611 SEE STATEMENT 0.000 0 0 0 0 BLUE CROSS BLUE SHIELD OF MASSACHUSSETTS INC 101 HUNTINGTON AVENUE SUITE 1300 BOSTON MA 021997611 PURCHASED IN-KIND SERVICES 3317570 MANATT PHELPS & PHILLIPS LLP 7 TIMES SQUARE NEW YORK NY 10036 LEGAL AND CONSULTING 435000 TYE LAWRENCE S 139A FAYERWAEATHER STREET CAMBRIDGE MA 02138 CONSULTING 146742 ALTARUM INSTITUTE 4 MILK ST 3 PORTLAND ME 04101 CONSULTING 146000 UNIVERSITY OF MASSACHUSETTS MEDICAL SCHO 55 LAKE AVE NORTH WORCESTER MA 01655 CONSULTING 85000 9 THE MISSION (PURPOSE) OF THE BLUE CROSS AND BLUE SHIELD OF MASSACHUSETTS FOUNDATION INC. IS TO EXPAND ACCESS TO HEALTH CARE THROUGH GRANTS & POLICY INITIATIVES, THE FOUNDATION WORKS WITH PUBLIC AND PRIVATE ORGANIZATIONS TO BROADEN HEALTHCARE THROUGH GRANTS AND POLICY INITIATIVES. THE FOUNDATION WILL FOCUS ON DEVELOPING SOLUTIONS THAT BENEFIT UNINSURED, VULNERABLE AND LOW INCOME INDIVIDUALS AND FAMILIES IN THE COMMONWEALTH. THROUGH CATALYST GRANTS, THE FOUNDATION IS A RESOURCE FOR MINI GRANTS OF UP TO $5,000 TO ORGANIZATIONS SERVING THE HEALTH NEEDS OF LOW INCOME AND UNINSURED RESIDENTS OF MA. 6154190 0 96207485 5526020 0 101733505 0 0 101733505 1526003 100207502 5010375 5010375 108119 108119 4902256 4902256 4902256 5230401 0 0 5230401 4902256 0 2019 0 2441391 2695308 2712596 1838046 2187293 11874634 5230401 0 0 0 4902256 328145 0 12202779 0 0 0 0 0 2441391 9761388 2695308 2712596 1838046 2187293 1249336 AUDREY SHELTO 101 HUNTINGTON AVENUE SUITE 1300 BOSTON MA 021997611 6172465000 A TWO PAGE LETTER OF INQUIRY CAN BE SUBMITTED TO AUDREY SHELTO N/A N/A SEE STATEMENT 18A 101 HUNTINGTON AVENUE SUITE 1300 BOSTON MA 021997611 SEE STATEMENT 18A 1895928 1895928 SEE ATTACHMENT 18A 101 HUNTINGTON AVENUE SUITE 1300 BOSTON MA 021997611 SEE STATEMENT 18A 1753661 1753661 14 1341064 18 6552896 0 7893960 0 7893960 false false false false false false false false false true BCBSMA HMO BLUE INC 501(c)(4) AFFILIATE HCAF 501(c)(3) INACTIVE AFFILIATE X X 1 Henry J Kaiser Family Foundation - HC Fellowship 185 Berry Street Suite 2000 San Francisco CA 94107 52000 X 2 National Institute for Health Care Management Foundation (NIHCM) - 2023 HC Fellowship 1225 19th Street NW STE 710 Washington DC 20036 22000 X 3 Methodist Healthcare Ministries of South Texas Inc 4507 Medical Dr San Antonio TX 78229 5250 X 4 The Endowment for Health Inc One Pillsbury St Suite 301 Concord NH 03301 21000 X 5 Episcopal Health Foundation - 2023 HC Fellowship 500 Fannin St Suite 300 Houston TX 77002 5250 X 6 The Commonwealth Fund-Grants 1 East 75th Street New York NY 10 New York NY 10021 21000 X 7 Meadows Mental Health Policy Institute for Texas - HCF 3003 Swiss Avenue Dallas TX 75204 5250 X 8 St David's Foundaton - HC Fellowship 1303 San Antonio Street Suite 600 Austin TX 78701 5250 X 9 Connecticut Health Foundation - 2024 HC Fellowship 100 Pearl Street Hartford CT 06103 21000 X 10 BCBSMA Catalyst Fund Match 101 Huntington Avenue Sute 1300 Boston MA 02199 82814 X 11 Employees of BCBSMA Catalyst Fund Donations 102 Huntington Avenue Sute 1300 Boston MA 02200 83266 X PIMCO ALL ASSET FUND 3853620 3853620 PUTNAM TOTAL RETURN FUND 12829362 12829362 SSGA S&P 500 TOBACCO FREE FUND 28264557 28264557 SANDERSON TOBACCO FREE INT'L V 0 0 LOOMIS SAYLES ASSET 6944075 6944075 SCHRODER EM MKT M/S BND-R6 0 0 SCHRODER EMERG MKT EQ FD-SDR 4091534 4091534 SEGALL BRYANT & HAMILL INTL SM 4281000 4281000 WILLIAM BLAIR EMERGING MARKET 3560238 3560239 HARDMAN INTL LP 5359095 5359095 BENTALLGREENOAK US CORE PLUS 6137781 6137781 BOSTON TRUST SMID CAP FUND 8443073 8443073 IR+M CREDIT FUND 6167175 6167176 SPRUCEGROVE U.S. 6612572 6612572 DEFERRED TAX RECEIVABLE 186680 53987 53987 PURCHASED SERVICES - SALARIES 1039134 1039134 MISCELLANEOUS EXPENSES 9330 9330 PURCHD SERVICES - EMPLOY BENS 192897 192897 PURCHD SERVICES - PAYROLL TAX 79802 79802 PURCHD SERVICES - CHARGEBACK 1200 1200 UNREALIZED GAIN OR LOSS ON INVESTMENTS 5187769 DUE TO AFFILIATE BLUE CROSS AN 624852 433903 FEDERAL INCOME TAXES ON INVEST 115348 162302 SECURITY DEPOSITS PAYABLE 8807 9877 EXTERNAL PROFESSIONAL FEES 1835637 0 1835637 INVESTMENT FEES 302550 302550 0 OTHER PROFESSIONAL FEES 871 0 871 TAX ON INVESTMENT INCOME 179649