2023-11-15T09:05:22-06:00 2022-12-31 PwC US Tax LLP 101 SEAPORT BLVD SUITE 500 BOSTON MA 02210 990 2022-01-01 261374263 POINT32HEALTH FOUNDATION INC % SCOTT WALKER CFO POIN 6179729400 1 WELLNESS WAY CANTON MA 020211166 MARK PORTER CAO & TREASURER 6179729400 2023-11-13 true MARK PORTER 999009999 ANTONIO C RUSSO P00858539 6175305000 2023-11-10 3 2022 2023-04-26 12:10:37Z X NORA MORENO CARGIE 1 WELLNESS WAY CANTON MA 020211166 0 false X WWW.POINT32HEALTHFOUNDATION.ORG X 2007 MA POINT32HEALTH FOUNDATION WORKS WITH COMMUNITIES TO SUPPORT, ADVOCATE AND ADVANCE HEALTHIER LIVES FOR EVERYONE. 12 1 0 0 0 0 10500000 6000000 0 0 9185263 -16023856 0 0 19685263 -10023856 6144795 9305429 0 0 1104311 0 0 0 0 544327 1998234 7793433 11303663 11891830 -21327519 130699273 108794480 2533242 1955968 128166031 106838512 X SEE SCHEDULE O false false 7060247 6011354 0 CAPACITY-BUILDING GRANTS CAPACITY-BUILDING GRANTS INVEST IN NONPROFIT ORGANIZATIONS AND COMMUNITY-LED SOLUTIONS THAT ADDRESS SYSTEMIC INEQUITIES IN CONNECTICUT, MAINE, MASSACHUSETTS, NEW HAMPSHIRE AND RHODE ISLAND. 1441976 1227751 0 CORPORATE CITIZENSHIP (WORKPLACE GIVING/SPONSORSHIPS) IN 2022, THE POINT32HEALTH FAMILY OF COMPANIES, PARTICIPATED IN CORPORATE CITIZENSHIP ACTIVITIES. THIS INCLUDED FOUNDATION INVESTMENTS IN COMMUNITY THROUGH GRANTS AND SPONSORSHIPS, A MATCH PROGRAM THAT SUPPORTS INDIVIDUAL VOLUNTEERING AND/OR FINANCIAL CONTRIBUTIONS TO QUALIFIED NON-PROFIT ORGANIZATIONS UP TO $500 ANNUALLY FOR EACH EMPLOYEE AND UP TO $5,000 ANNUALLY FOR MEMBERS OF POINT32HEALTH AND FOUNDATION BOARDS OF DIRECTORS. DONATIONS MADE ON #GIVINGTUESDAY ARE MATCHED TWO-FOR-ONE. ADDITIONALLY, THE FOUNDATION MATCHES UP TO $5,000 ANNUALLY FOR EMPLOYEES AT THE DIRECTOR-LEVEL AND ABOVE WHO SERVE ON BOARDS AND OFFERS EMPLOYEES UP TO THE MANAGER LEVEL AN OPPORTUNITY TO DRIECT A MINI GRANT UP TO $300. A MATCH INCENTIVE FOR TEAM-BASED VOLUNTEERING ENCOURAGES SERVICE TO COMMUNITY. ADDITIONALLY, THE FOUNDATION OFFERS SPECIAL MATCH PROGRAMS TO SUPPORT ORGANIZATIONS ADVANCING RACIAL AND SOCIAL JUSTICE, DISASTER RESPONSE AND RELIEF EFFORTS, AND FUNDRAISING PROGRAMS SUCH AS THE WALK TO END ALZHEIMER'S AND NAMI WALKS (TO SUPPORT THE NATIONAL ALLIANCE ON MENTAL ILLNESS). THE CORPORATE CITIZENSHIP PROGRAM SUPPORTS A COMPANY-WIDE VOLUNTEER WEEK, VOLUNTEER SERVICE OPPORTUNITIES THROUGHOUT THE YEAR, AND DRIVES ADDRESSING KEY SOCIAL AND ECONOMIC FACTORS AFFECTING HEALTH (THE SOCIAL DETERMINANTS OF HEALTH): FOOD, HOUSING AND ECONOMIC SECURITY, AND EDUCATION. 886254 754589 0 SYSTEMS & BEST PRACTICES GRANTS THE FOUNDATION SUPPORTS BEST PRACTICES AND SYSTEMIC CHANGES TO ADDRESS FOOD INSECURITY, ADVANCE MENTAL HEALTH AND ELIMINATE BARRIERS ADVERSELY AFFECTING OLDER PEOPLE. PROGRAMS CAN EXPAND, SCALE OR REPLICATE "BEST IN CLASS" COLLABORATIONS AND IDEAS THAT ADDRESS THE NEEDS IN THESE THREE AREAS. COMMUNITY ENGAGEMENT AND INPUT SHOULD BE PRIORITIZED. 1540613 1311735 0 10929090 true true false false false false false false false false false false false false true true true true false false true false false false false false false true false true false false false false false false false false false false false false false true false true false true 18 0 true 0 false false false false false false false false false false false false X 12 1 true true true false true true true true true false false true true true true true true false false false MA X SCOTT WALKER CFO 6179729400 1 WELLNESS WAY CANTON MA 020211166 X CAIN HAYES DIRECTOR 5.0 45.0 X 0 2440620 335990 UMESH KURPAD CFO 5.0 45.0 X 0 1495153 197450 TISA HUGHES FORMER CLERK 0.0 0.0 X 0 1189371 119513 KRISTIN LEWIS DIRECTOR 5.0 45.0 X 0 816127 142929 ROLAND PRICE TREASURER 5.0 45.0 X 0 541488 110632 NORA MORENO CARGIE DIR; PRES FND & VP CORP CSHIP 50.0 0.0 X X 0 516584 76833 SUSAN KEE CLERK/SECRETARY (START 6/7) 5.0 45.0 X 0 528322 61012 PHILLIP GONZALEZ DIRECTOR, COMM. INVESTMENTS 50.0 0.0 X 0 205731 50210 ALRIE DANIELCZYK DIR, COMM. & STKHOLDER ENGAGE. 50.0 0.0 X 0 193539 39593 NATALIE MACLEAN LEINO CLERK/SECRETARY (END 6/9) 5.0 45.0 X 0 157754 41115 BERTRAM L SCOTT DIRECTOR, CO-CHAIR (END 6/7) 1.0 4.0 X X 500 61875 0 GREG SHELL DIR,CO-CHAIR(END6/6)/CHAIR 6/7 1.0 4.0 X X 6000 55000 0 JO ANN SIMONS DIRECTOR 1.0 0.0 X 5000 0 0 HEIDI BROOKS DIRECTOR 1.0 0.0 X 4000 0 0 CHARLOTTE GOLAR RICHIE DIRECTOR 1.0 0.0 X 4000 0 0 BENJAMIN PERKINS DIRECTOR 1.0 0.0 X 4000 0 0 MARY SKELTON ROBERTS DIRECTOR 1.0 0.0 X 4000 0 0 LEN FISHMAN DIRECTOR 1.0 0.0 X 3500 0 0 ROBERT LEWIS JR DIRECTOR 1.0 0.0 X 1000 0 0 MARTY COHEN DIRECTOR 1.0 0.0 X 0 0 0 NANCY GARRABRANTS DIRECTOR (END 9/28) 1.0 0.0 X 0 0 0 32000 8201564 1175277 0 true true false 0 6000000 0 6000000 0 -20395426 -20395426 0 0 0 0 0 12528797 8157227 4371570 4371570 4371570 0 0 0 0 0 0 0 0 0 0 -10023856 0 0 -16023856 9305429 9305429 0 0 0 0 0 0 0 0 0 0 0 50000 0 50000 0 0 0 120927 0 120927 0 203806 163044 40762 0 0 70601 0 70601 0 0 0 0 2226 0 2226 0 0 12290 0 12290 0 0 0 0 5279 0 5279 0 CONTRACTED SERVICES 1222928 1222928 0 0 VOLUNTEER EVENTS 145903 145903 0 0 SOFTWARE LICENSES 83732 66986 16746 0 DUES/MEMBERSHIPS 49542 0 49542 0 31000 24800 6200 11303663 10929090 374573 0 X 0 0 10707927 1436678 0 0 19793 18547 0 0 0 0 600000 600000 0 0 0 0 0 0 119371553 106739255 0 0 0 0 0 0 0 0 130699273 108794480 1957528 1087743 0 0 0 0 0 0 0 0 0 0 0 0 0 0 575714 868225 2533242 1955968 X 128166031 106838512 0 0 128166031 106838512 130699273 108794480 -21327519 X false true X true false X X X 1 TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION INC 042674079 5 true 0 0 1 0 0 true false true true true false false true false false false false false false false false false true false FORM 990, PART IV, SCHEDULE A, LINE 3B CONFIRMATION OF SUPPORTED ORGANIZATION QUALIFICATION TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION, INC. FURNISHED A COPY OF ITS DETERMINATION LETTER AND COMPLETED A PRO FORMA SCHEDULE A, PART III CALCULATION. ---------- FORM 990, PART IV, SCHEDULE A, LINE 3C DETAIL REGARDING USE OF SUPPORT POINT32HEALTH FOUNDATION INVESTS IN COMMUNITIES THROUGH GRANTMAKING TO NONPROFIT ORGANIZATIONS ON BEHALF OF TAHMO. THE FOUNDATION WORKS WITH COMMUNITIES TO SUPPORT, ADVOCATE AND ADVANCE HEALTHIER LIVES FOR EVERYONE." THE FOUNDATION'S PROCESS IS COMPREHENSIVE AND THOROUGH. IT IS BASED ON BUILDING DEEPER RELATIONSHIPS IN COMMUNITY. THE GRANTS TEAM UTILIZES MULTIPLE APPROACHES FOR ENGAGING PROSPECTIVE AND CURRENT GRANTEES. THESE INCLUDE REGULAR PARTICIPATION IN COMMUNITY GATHERINGS, COALITIONS AND COLLABORATIVES, OPEN "OFFICE HOURS" WHERE NONPROFITS CAN SCHEDULE TIME WITH FOUNDATION STAFF, AS WELL AS PROACTIVE OUTREACH TO COMMUNITY ORGANIZATIONS. THESE MEETINGS AND CONVERSATIONS SERVE AS THE BASIS FOR DETERMINING ALIGNMENT TO FOUNDATION'S MISSION AND PURPOSE AND MAY LEAD TO GRANTS BASED ON THAT ALIGNMENT. AN INDEPENDENT THIRD PARTY VERIFIES 501(C)(3) STATUS. FOUNDATION STAFF EVALUATES EACH ORGANIZATION'S ABILITY TO MANAGE A FOUNDATION GRANT. ONCE A GRANT IS MADE, COMMUNITY ORGANIZATIONS SHARE PERIODIC UPDATES AND/OR REPORTS WITH THE FOUNDATION TO HELP THE FOUNDATION TEAM LEARN FROM THE GRANTEE'S EXPERIENCE AND PROGRESS OF THE FUNDED WORK. GRANTS LESS THAN $100,000 ARE APPROVED BY STAFF. FOUNDATION STAFF CAN ONLY AUTHORIZE UP TO 25% OF THE TOTAL GRANTS BUDGET. GRANTS MORE THAN $100,000 ARE VOTED ON BY THE BOARD OF DIRECTORS. ---------- FORM 990, PART IV, SCHEDULE A, LINE 6 DETAIL REGARDING SUPPORT PROVIDED NO MONETARY SUPPORT IS PROVIDED TO TAHMO. THE FOUNDATION INVESTS IN THE COMMUNITY THROUGH GRANTMAKING ON BEHALF OF TAHMO TO SUPPORT, ADVOCATE AND ADVANCE HEALTHIER LIVES FOR EVERYONE. THE FOUNDATION PROVIDES GRANTS TO OTHER SECTION 501(C)(3) ORGANIZATIONS IN THE COMMUNITY TO SUPPORT BOTH THE EXEMPT PURPOSE OF TAHMO AND FULFILL THE FOUNDATION'S EXEMPT PURPOSE. ADDITIONALLY, THE FOUNDATION ALSO SUPPORTS COMMUNITIES THROUGH THE COMPANY'S CORPORATE CITIZENSHIP PROGRAM. CORPORATE CITIZENSHIP INCLUDES VOLUNTEERING IN COMMUNITY THROUGH STRUCTURED ACTIVITIES; A MATCH PROGRAM THAT DOUBLES CONTRIBUTIONS MADE TO ELIGIBLE NONPROFITS BY EMPLOYEES, POINT32HEALTH AND FOUNDATION BOARD MEMBERS; AND ENTERPRISE-WIDE WORKPLACE GIVING OPPORTUNITIES. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE TO AFFILIATES 868225 868225 X -10144783 -10144783 120927 120927 -10023856 11182736 11182736 120927 120927 11303663 FORM 990, SCHEDULE D, PART X, LINE 2 ASC 740 (FKA FIN 48) FOOTNOTE THIS ORGANIZATION IS AN AFFILIATE OF POINT32HEALTH, INC. (P32H). THE BELOW FOOTNOTE DERIVES FROM THE CONSOLIDATED AUDITED FINCIAL STATEMENTS OF POINT32HEALTH, INC. AND AFFILIATES. POINT32HEALTH, INC., TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION, INC., TUFTS PUBLIC HEALTH PLANS, INC., AND HARVARD PILGRIM HEALTH CARE OF NEW ENGLAND, INC., ARE EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(4) OF THE INTERNAL REVENUE CODE ("IRC"). HARVARD PILGRIM HEALTH CARE, INC. AND POINT32HEALTH FOUNDATION, INC. ARE RECOGNIZED AS TAX-EXEMPT ORGANIZATIONS UNDER IRC SECTION 501(C)(3). THE HARVARD PILGRIM HEALTH CARE INSTITUTE, LLC IS A DISREGARDED ENTITY FOR FEDERAL INCOME TAX PURPOSES AND, THEREFORE, FOLLOWS THE TAX-EXEMPT STATUS OF HARVARD PILGRIM HEALTH CARE, INC. AS ITS SOLE CORPORATE MEMBER. ACCORDINGLY, NO PROVISION FOR FEDERAL INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING COMBINED FINANCIAL STATEMENTS. THE COMPANY BELIEVES THAT THE POSITIONS TAKEN ON ITS INCOME TAX RETURNS FOR OPEN TAX YEARS WILL BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE ("IRS"). THEREFORE, P32H HAS NOT RECORDED ANY LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER ASC 740, INCOME TAXES. AS OF DECEMBER 31, 2022, THERE ARE NO UNRECOGNIZED TAX BENEFITS, AND THE COMPANY DOES NOT ANTICIPATE ANY SIGNIFICANT CHANGES IN THE AMOUNT OF UNRECOGNIZED TAX BENEFITS DURING THE NEXT TWELVE MONTHS. ---------- Central America and the Caribbean 0 0 Investments NONE 5545350 0 0 0 0 5545350 5545350 false false false true false false true ABOUT FRESH 69 SHIRLEY ST BOSTON MA 02119 462848535 501(C)(3) 40000 GEN OPP SUPPORT ADDRESS HEALTH EQTY ACCESSPORTAMERICA INC 119 HIGH ST ACTON MA 01720 043265194 501(C)(3) 5100 BOARD SERV MATCH MATCHING GIFTS AGENCY ON AGING OF SOUTH CENTRAL CONNECTICUT INC 117 WASHINGTON AVE NORTH HAVEN CT 06473 060915531 501(C)(3) 100000 AGING ANSWERS AGESPAN - FORMERLY ELDER SERVICES OF THE MERRIMACK 280 MERRIMACK ST LAWRENCE MA 018431787 042545136 501(C)(3) 176000 MHAC/MENTAL HEALTH LGBTQ+ELDERS CONF ALLIANCE TO MOBILIZE OUR RESISTANCE PO BOX 9379 PROVIDENCE RI 02940 873652516 501(C)(3) 25000 GEN OPP SUPPORT RACIAL JUSTICE ALZHEIMER'S DISEASE AND RELATED DISORDERS 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VINEYARD HAVEN MA 025685699 042301598 501(C)(3) 30260 SAFE RIDES FOR OLDER ADULTS MASSACHUSETTS ASSOCIATION FOR MENTAL HEALTH INC 50 FEDERAL ST BOSTON MA 02110 042104711 501(C)(3) 83500 MENTAL HEALTH AND WELL BEING MASSACHUSETTS ASSOCIATION OF COUNCILS ON AGING AND 116 PLEASANT ST EASTHAMPTON MA 010272781 042793624 501(C)(3) 78000 EXPAND DEMENTIA FRIENDLY EFFORTS MASSACHUSETTS AUDUBON SOCIETY INC 208 SOUTH GREAT RD LINCOLN MA 017734800 042104702 501(C)(3) 6400 MATCHING GIFTS MASSACHUSETTS COALITION FOR THE HOMELESS INC 73 BUFFUM ST LYNN MA 019023965 222599662 501(C)(3) 53500 VOL ORG STIPEND THE CASA CAMPAIGN MASSACHUSETTS LAW REFORM INSTITUTE 40 COURT ST BOSTON MA 02108 046004303 501(C)(3) 100000 NUTRITION ACCESS INITIATIVE MASSACHUSETTS PPD FUND PO BOX 320526 WEST ROXBURY MA 02132 770196208 501(C)(3) 6500 MATCHING GIFTS MASSACHUSETTS PUBLIC HEALTH ASSOCIATION 50 FEDERAL ST BOSTON MA 02110 042326503 501(C)(3) 80598 RACIAL JUSTICE/ HEALTHY AGING MASSACHUSETTS SENIOR ACTION COUNCIL 108 MYRTLE ST QUINCY MA 02171 042760902 501(C)(3) 90520 BUIDING EQUITY AND JUSTICE MID COAST HUNGER PREVENTION PROGRAM INC 12 TENNEY WAY BRUNSWICK ME 040112884 010492643 501(C)(3) 20000 GEN OPP SUPPORT MIDDLESEX SCHOOL PO BOX 9122 CONCORD MA 017429122 042103821 501(C)(3) 10000 MATCHING GIFTS MILL CITY GROWS INC 650 SUFFOLK ST LOWELL MA 01854 472096070 501(C)(3) 39000 MATCHING GIFTS FOOD JUSTICE MORE THAN WORDS INC 56 FELTON ST WALTHAM MA 02453 042784985 501(C)(3) 5581 MATCHING GIFTS YOUTH DEVELOPMENT NAMI MAINE 52 WATER ST HALLOWELL ME 043471467 010406214 501(C)(3) 100000 INCREASE VOLUNTEER CAPACITY IN ME NAMI NEW HAMPSHIRE 85 N STATE ST CONCORD NH 033014334 222760743 501(C)(3) 100000 MENTAL ILLNESS & SUICIDE NAMI OF CONNECTICUT INC 1030 NEW BRITAIN AVE HARTFORD CT 061102258 222605701 501(C)(3) 100000 EXPAND NAMI URBAN PROGRAMS NAMI RHODE ISLAND 154 WATERMAN ST PROVIDENCE RI 029063116 222805141 501(C)(3) 100040 MATCHING GIFTS RI PROG SUPPORT NATIONAL ALLIANCE ON MENTAL ILLNESS OF MASSACHUSET 331 MONTVALE AVE WOBURN MA 01801 042777012 501(C)(3) 117598 CAPACITY BUILDING 40TH ANN CELEBRATION NEEDHAM COMMUNITY COUNCIL 570 HILLSIDE AVE NEEDHAM MA 02494 042121365 501(C)(3) 7550 MATCHING GIFTS NEW ENGLAND GRASSROOTS ENVIRONMENT FUND INC PO BOX 611 NEWMARKET NH 038570611 030364677 501(C)(3) 45000 ACCESSING HEALTHY FOOD IN NE NEW FUTURES 10 FERRY ST CONCORD NH 033015081 020525391 501(C)(3) 75000 LONG-TERM CARE SYSTEM IN NH NEW HAMPSHIRE CATHOLIC CHARITIES INC 100 WILLIAM LOEB DR MANCHESTER NH 031095324 020222163 501(C)(3) 100200 MATCHING GRANT HEALTHY FOOD ACCESS NEW HAMPSHIRE CHARITABLE FOUNDATION 37 PLEASANT ST CONCORD NH 033014005 026005625 501(C)(3) 75000 NH RACIAL JUSTICE FUND NEW HAMPSHIRE HUNGER SOLUTIONS INC PO BOX 3477 CONCORD NH 033023477 222936618 501(C)(3) 40000 HUNGER SOLUTIONS OPERATING GRANT NEW HAMPSHIRE LEGAL ASSISTANCE 117 N STATE ST CONCORD NH 033014407 020300897 501(C)(3) 65000 HEALTHY AGING ADVOCACY NORTHEAST ARC INC 1 SOUTHSIDE RD DANVERS MA 019231408 042232416 501(C)(3) 12062 MATCHING GIFTS OLNEYVILLE HOUSING CORPORATION 66 CHAFFEE ST PROVIDENCE RI 029092734 223010422 501(C)(3) 85334 HOUSING ACCESS FOR THE VULNERABLE ONEHOLYOKE COMMUNITY DEVELOPMENT CORPORATION 70 LYMAN ST HOLYOKE MA 010406206 237168031 501(C)(3) 15000 GROWING OUTREACH AND CAPACITY OPERATION ABLE OF GREATER BOSTON INC 174 PORTLAND ST BOSTON MA 02114 042761871 501(C)(3) 11000 MATCHING GIFTS EVENT SPONSOR ORGANIZATION FOR REFUGEE & IMMIGRANT SUCCESS 434 LAKE AVE MANCHESTER NH 03103 760826598 501(C)(3) 30000 FOOD ACCESS IN 3 NH CITIES PAN MASSACHUSETTS CHALLENGE TRUST 77 4TH AVE NEEDHAM MA 024942704 042746912 501(C)(3) 5786 MATCHING GIFTS PARTNERS FOR A HEALTHIER COMMUNITY INC 280 CHESTNUT ST SPRINGFIELD MA 01101 043342182 501(C)(3) 80000 BULD AGE FRIENDLY ECOSYSTEM PINE STREET INN INC 444 HARRISON AVE BOSTON MA 02118 042516093 501(C)(3) 6375 MATCHING GIFTS PINNACLE PARTNERSHIPS CORP 101 SYCAMORE ST BROCKTON MA 023013155 851372377 501(C)(3) 25000 THE SYNERGY PROJECT PIONEER VALLEY REGIONAL VENTURES CENTER 60 CONGRESS ST SPRINGFIELD MA 011043491 043560951 501(C)(3) 65000 AGE FRIENDLY PIONEER VALLEY PKD FOUNDATION 1001 E 101ST TERRACE KANSAS CITY MO 64131 431266906 501(C)(3) 13700 MATCHING GIFTS PRESIDENT AND FELLOWS OF HARVARD COLLEGE 1033 MASSACHUSETTS AVE CAMBRIDGE MA 02138 042103580 501(C)(3) 52550 ADDRESS NUTRITION AND HEALTH PRESIDENT AND TRUSTEES OF COLBY COLLEGE 4120 MAYFLOWER HL WATERVILLE ME 049018841 010211497 501(C)(3) 5500 MATCHING GRANT PROGRESO LATINO INC 626 BROAD ST CENTRAL FALLS RI 028632835 050380608 501(C)(3) 75000 SENIORS IN ACTION PROJECT BREAD - THE WALK FOR HUNGER 145 BORDER ST EAST BOSTON MA 02128 042931195 501(C)(3) 45899 MATCHING GIFTS PROJECT BREAD PROJECT SOUTH 133 DELAINE ST PROVIDENCE RI 02907 581956686 501(C)(3) 75000 GEN OPP SUPPORT RACIAL JUSTICE PROJECT WEBERRENEW 105 DODGE ST PROVIDENCE RI 02907 460964136 501(C)(3) 50000 IMPACT OF PEER-LED HARM REDUCTION RESOURCES FOR ORGANIZING AND SOCIAL CHANGE PO BOX 2444 AUGUSTA ME 043382444 010353747 501(C)(3) 25000 GENERAL OPER SUPPORT RHODE ISLAND COLLEGE FOUNDATION 600 MOUNT PLEASANT AVE PROVIDENCE RI 029081940 056049721 501(C)(3) 110000 AGE-FRIENDLY RHODE ISLAND RHODE ISLAND COMMUNITY FOOD BANK ASSOCIATION 200 NIANTIC AVE PROVIDENCE RI 029073150 050395601 501(C)(3) 101750 MATCHING GIFTS HUNGER RELIEF RHODE ISLAND FOOD POLICY COUNCIL 89 SOUTH ST BOSTON MA 021110000 042261109 501(C)(3) 40000 IMPACT OF FRUIT & VEGS IN RI RI ELDER INFO 175 DANIELSON PIKE NORTH SCITUATE RI 02857 841923070 501(C)(3) 20000 INFO FOR OLDER ADULT POPULATION RIALA SENIOR LIVING INSTITUTE 2253 PAWTUCKET AVE EAST PROVIDENCE RI 029141707 842419954 501(C)(3) 10000 CREATING CARE FOR LGBTQIA+ IN ALR'S ROCKINGHAM NUTRITION AND MEALS ON WHEELS PROGRAM 106 NORTH RD BRENTWOOD NH 038336614 020342196 501(C)(3) 50000 BUILD AGE FRIENDLY COMM IN ROCKINGHAM ROGER WILLIAMS UNIVERSITY 1 EMPIRE PLAZA PROVIDENCE RI 02903 050277222 501(C)(3) 60000 HOUSING INSTABILITY IN OLDER RESIDENTS ROOTS RISING INC 437 NORTH ST PITTSFIELD MA 012014603 832950864 501(C)(3) 25000 BUILD CAPACITY FOR STABILITY OF ORG ROSIE'S PLACE INC 889 HARRISON AVE BOSTON MA 021184004 042582187 501(C)(3) 7186 MATCHING GIFT EVENT SPONSOR ROXBURY PRESBYTERIAN CHURCH SOCIAL IMPACT CENTER 328 WARREN ST BOSTON MA 021191814 043506648 501(C)(3) 70000 CAN WE TALK MH PROGRAM SAGE CENTER FOR LEARNING 171 MECHANIC ST FOXBOROUGH MA 02035 270273042 501(C)(3) 6000 MATCHING GIFT SAINT FRANCIS HOUSE INC 39 BOYLSTON ST BOSTON MA 02116 222519129 501(C)(3) 6723 ALL THE WAY HOME GALA SPONSOR SAMARITANS INC 41 WEST ST BOSTON MA 02111 042643466 501(C)(3) 5249 MATCHING GIFTS SENIORCARE INC 49 BLACKBURN CTR GLOUCESTER MA 019302259 042512171 501(C)(3) 67000 AGE/DEMENTIA FRIENDLY CAPE ANN SOCIEDAD LATINA 1530 TREMONT ST ROXBURY MA 021202929 042678255 501(C)(3) 5693 MATCHING GIFTS SOMALI BANTU COMMUNITY ASSOCIATION 222 PINE ST LEWISTON ME 042406328 270641210 501(C)(3) 45000 SBCA GENERAL SUPPORT SOUTH SHORE RUGBY FOOTBALL CLUB INC 526 E 5TH ST SOUTH BOSTON MA 02127 462877026 501(C)(3) 10500 MATCHING GIFT THE AGE FRIENDLY FOUNDATION 204 2ND AVE WALTHAM MA 02451 833954823 501(C)(3) 20000 REVOLUTIONIZE CONFERENCE SUPPORT THE CARROLL CENTER FOR THE BLIND INC 770 CENTRE ST NEWTON MA 02458 042106173 501(C)(3) 34325 SYSTEMS AGING ADULTS W VISON LOSS THE FOOD BANK OF WESTERN MASSACHUSETTS INC 97 N HATFIELD RD HATFIELD MA 010380160 042751023 501(C)(3) 101000 GEN OPP SUPPORT THE GREATER BOSTON FOOD BANK INC 70 SOUTH BAY AVE BOSTON MA 021182700 042717782 501(C)(3) 118210 FOOD DISTRIBUTION MATCHING GIFTS THE MASSACHUSETTS GENERAL HOSPITAL 125 NASHUA ST BOSTON MA 02114 041564655 501(C)(3) 5250 MATCHING GIFTS THE MENTAL HEALTH CENTER OF GREATER MANCHESTER INC 401 CYPRESS ST MANCHESTER NH 031033628 020258994 501(C)(3) 55712 SENIOR RESOURCE AWARENESS THE PROVIDENCE VILLAGE 245 WATERMAN ST PROVIDENCE RI 029065215 473675451 501(C)(3) 40300 GROWING THE VILLAGE COMMON OF RI THE SENIOR AGENDA COALITION OF RHODE ISLAND 70 BATH ST PROVIDENCE RI 029084849 743261256 501(C)(3) 60000 SR. VOICES FOR AGING IN COMM. THE TRUST FOR PUBLIC LAND 6 BEACON ST BOSTON MA 02108 237222333 501(C)(3) 35000 ELEVATE OLDER ADULT VOICES RE PARKS THE URBAN FARMING INSTITUTE OF BOSTON INC 487R NORFOLK ST MATTAPAN MA 02126 453961022 501(C)(3) 38850 MATCHING GRANT HEALTHY FOOD ACCESS THIRD SECTOR NEW ENGLAND AS FISCAL AGENT FOR GARDE 200 WALNUT ST SPRINGFIELD MA 01105 042261109 501(C)(3) 30000 FARM CAPACITY BUILDING THIRD SECTOR NEW ENGLAND AS FISCAL AGENT FOR MASS 200 WALNUT ST SPRINGFIELD MA 01105 042261109 501(C)(3) 70000 MA FOOD SYSTEM GEN OPP SUPPORT THREE SISTERS GARDEN PROJECT INC PO BOX 422 IPSWICH MA 01938 825144854 501(C)(3) 20000 FEEDING OUR NEIGHBORS THRIVE SUPPORT & ADVOCACY 65 BOSTON POST RD MARLBOROUGH MA 01752 042532990 501(C)(3) 15000 SPECIALIZED FOOD PANTRY UNITED WAY MASSACHUSETTS BAY AND MERRIMACK VALLEY 9 CHANNEL CENTER ST BOSTON MA 02210 042382233 501(C)(3) 57679 MATCHING GIFTS UNIVERSITY OF MASSACHUSETTS FOUNDATION ONE BEACON ST BOSTON MA 02108 046013152 501(C)(3) 245236 AGE-FRIENDLY LOWELL NE AGING REPORTS UNIVERSITY OF RHODE ISLAND FOUNDATION & ALUMNI ENG 79 UPPER COLLEGE RD KINGSTON RI 02881 056014351 501(C)(3) 60100 CREATING A HUNGER FREE CAMPUS UNIVERSITY SYSTEM OF NH 5 CHENELL DR CONCORD NH 033018522 026000937 501(C)(3) 100000 NH ALLIANCE FOR HEALTHY AGING URBAN ALLIANCE 62 VILLAGE ST EAST HARTFORD CT 061083904 262800186 501(C)(3) 25000 COLLECTIVE IMPACT SERVE TOGETHER VICTORY WOMEN OF VISION 25 LOWELL ST MANCHESTER NH 031011647 432046070 501(C)(3) 25000 STRENGTHEN FAMILIES PROJECT WABANAKI PUBLIC HEALTH AND WELLNESS INC 1 MERCHANTS PLAZA BANGOR ME 044018302 043337456 501(C)(3) 25000 WELLNESS CAPACITY BUILDING PROJECT WALKBOSTON 405 WALTHAM ST LEXINGTON MA 02421 223061699 501(C)(3) 58000 WALKABILITY: AGE/ Dementia FRIENDLY WAY FINDERS INC 120 MAPLE ST SPRINGFIELD MA 011032203 042518368 501(C)(3) 65000 FLEXING CIVIL MUSCLE TWO WHOLESOME WAVE INC 855 MAIN ST BRIDGEPORT CT 066044915 260352899 501(C)(3) 65840 MATCHING GIFTS RACIAL JUSTICE WOMEN'S LUNCH PLACE INC 67 NEWBURY ST BOSTON MA 021163010 222514148 501(C)(3) 54760 MATCHING GIFTS GALA SPONSOR WORCESTER COUNTY FOOD BANK INC 474 BOSTON TURNPIKE SHREWSBURY MA 015453948 043071457 501(C)(3) 106143 ACCESS TO FOOD MATCHING GIFTS WORLD CENTRAL KITCHEN INCORPORATED 200 MASSACHUSETTS AVE NW WASHINGTON DC 20001 273521132 501(C)(3) 8253 DISASTER RELIEF YOUNG WOMEN'S CHRISTIAN ASSOCIATION OF BOSTON 140 CLARENDON ST BOSTON MA 02116 042103548 501(C)(3) 6724 RACIAL JUSTICE YW EVENT SPONSOR YWCA NEW HAMPSHIRE 72 CONCORD ST MANCHESTER NH 031011806 020222254 501(C)(3) 25000 SOCIAL AND RACIAL JUSTICE 164 0 FORM 990, SCHEDULE I, PART I, LINE 2 PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS POINT32HEALTH FOUNDATION INVESTS IN COMMUNITIES THROUGH GRANTMAKING TO NONPROFIT ORGANIZATIONS ON BEHALF OF TAHMO TO SUPPORT, ADVOCATE AND ADVANCE HEALTHIER LIVES FOR EVERYONE THE FOUNDATION'S PROCESS IS COMPREHENSIVE AND THOROUGH. AFTER A PROPOSAL IS SUBMITTED AND APPROVED, PARAMETERS OF THE GRANT SERVE AS THE BASIS OF A MUTUAL PERFORMANCE AGREEMENT AND FOR MONITORING GRANT ACTIVITY AND HOW FUNDS ARE USED. AN INDEPENDENT THIRD PARTY VERIFIES 501(C)(3) STATUS. FOUNDATION STAFF ASSESS EACH ORGANIZATION'S ABILITY TO EXECUTE ON A GRANT AWARDED BY THE FOUNDATION GRANTS LESS THAN $100,000 ARE APPROVED BY STAFF BUT THE TOTAL OF THOSE GRANTS CANNOT EXCEED 25% OF THE TOTAL GRANTS BUDGET. GRANTS MORE THAN $100,000 WERE VOTED ON BY THE BOARD OF DIRECTORS. ONCE AWARDED, GRANTEES ARE REQUIRED TO SHARE PERIODIC UPDATES OR REPORT(S). false true false false false false false false false CAIN HAYES DIRECTOR 0 1139681 0 1300939 0 0 0 308583 0 27407 0 2776610 0 0 UMESH KURPAD CFO 0 612783 0 715141 0 167229 0 184011 0 13439 0 1692603 0 157491 TISA HUGHES FORMER CLERK 0 473550 0 667925 0 47896 0 95697 0 23816 0 1308884 0 54100 KRISTIN LEWIS DIRECTOR 0 397792 0 350765 0 67570 0 122986 0 19943 0 959056 0 67121 ROLAND PRICE TREASURER 0 321763 0 160064 0 59661 0 97563 0 13069 0 652120 0 44856 NORA MORENO CARGIE DIR; PRES FND & VP CORP CSHIP 0 308025 0 169945 0 38614 0 63537 0 13296 0 593417 0 40379 SUSAN KEE CLERK/SECRETARY (START 6/7) 0 327011 0 158172 0 43139 0 59955 0 1057 0 589334 0 47024 PHILLIP GONZALEZ DIRECTOR, COMM. INVESTMENTS 0 157421 0 48310 0 0 0 34595 0 15615 0 255941 0 0 ALRIE DANIELCZYK DIR, COMM. & STKHOLDER ENGAGE. 0 149016 0 43320 0 1203 0 39494 0 99 0 233132 0 0 NATALIE MACLEAN LEINO CLERK/SECRETARY (END 6/9) 0 100566 0 56950 0 238 0 40828 0 287 0 198869 0 0 FORM 990, SCHEDULE J, PART I, LINE 3 METHOD USED TO ESTABLISH CEO COMPENSATION TUFTS ASSOCIATED HEALTH MAINTENANCE ORGRANIZATION, INC. (TAHMO) IS THE SOLE CORPORATE MEMBER OF POINT32HEALTH FOUNDATION, INC. TAHMO RELIED ON ITS PARENT AND SOLE CORPORATE MEMBER, POINT32HEALTH, INC., TO ESTABLISH COMPENSATION FOR ITS CEO. THE METHODS USED BY POINT32HEALTH, INC. ARE AS FOLLOWS: -COMPENSATION COMMITTEE -INDEPENDENT COMPENSATION CONSULTANT -COMPENSATION SURVEY OR STUDY -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE -WRITTEN EMPLOYMENT AGREEMENT ---------- FORM 990, SCHEDULE J, PART I, LINE 4B DISCRETIONARY RETIREMENT PLAN THE ORGANIZATION'S LEADERS PARTICIPATED IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN SPONSORED BY THEIR EMPLOYER, POINT32HEALTH SERVICES, INC., A RELATED PARTY. THE EMPLOYEES AND AMOUNTS LISTED ON SCHEDULE J, PART II, COLUMN C REFLECT EMPLOYER CONTRIBUTIONS TO THE SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. FORM 990, PART III, LINE 1 DETAIL REGARDING THE ORGANIZATION'S MISSION TO PROVIDE COMMUNITY BENEFITS ABOVE AND BEYOND ITS REGULAR LINES OF BUSINESS, TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION, INC. (TAHMO) ESTABLISHED THE POINT32HEALTH FOUNDATION, INC., A 501(C)(3) CHARITABLE AND SUPPORTING ORGANIZATION OF TAHMO. THE FOUNDATION LEVERAGES THE PLAN'S GREATEST ASSET-ITS PEOPLE-IN A MORE DELIBERATE WAY ON BEHALF OF COMMUNITY. ITS MISSION AND PURPOSE IS ALIGNED WITH THAT OF TAHMO'S PARENT, POINT32HEALTH, INC.: TO GUIDE AND EMPOWER HEALTHIER LIVES FOR EVERYONE - NO MATTER THEIR AGE, HEALTH, RACE, IDENTITY, OR INCOME. THE FOUNDATION ACHIEVES THIS MISSION PRIMARILY THROUGH COMMUNITY INVESTMENTS, COMMUNITY ENGAGEMENT AT KEY STAKEHOLDER "TABLESCONVENING ACTIVITIES FOCUSED ON HEALTHY LIVING WITH AN EMPHASIS ON OLDER PEOPLE, INCREASING ACCESS TO AFFORDABLE, NUTRIOUS FOOD, AND ADVANCING MENTAL HEALTH, PARTICULARLY IN UNDER-RESOURCED COMMUNITIES. COMMUNITY INFORMS OUR WORK. POINT32HEALTH FOUNDATION COLLABORATES WITH COMMUNITY LEADERS, OLDER PEOPLE, CIVIC ORGANIZATIONS, GOVERNMENT AGENCIES AND NONPROFITS TO SUPPORT COMMUNITY SOLUTIONS. THE FOUNDATION EMPHASIZES EQUITY, INCLUSION AND COLLABORATION ACROSS SECTORS. THE FOUNDATION IS AN ADVOCATE TO ADVANCE POLICIES AND BEST PRACTICES SHAPED BY THOSE MOST AFFECTED BY THE ISSUES; A CATALYST ACCELERATING CHANGES THAT IMPROVE ACCESS AND SERVICES; AND A CONVENER CREATING OPPORTUNITIES AND SPACE FOR ORGANIZATIONS/LEADERS TO WORK TOGETHER. WHEN CONTEMPLATING FUNDING IN COMMUNITIES, THE FOUNDATION CONSIDERS THE FACETS THAT CONTRIBUTE TO A THRIVING COMMUNITY INCLUDING BUT NOT LIMITED TO ACCESS TO AFFORDALE, NUTRTIOUS FOOD, HOUSING, TRANSPORTATION, SOCIAL PARTICIPATION, OUTDOOR SPACES AND BUILDINGS, RESPECT AND SOCIAL INCLUSION, CIVIC PARTICIPATION AND EMPLOYMENT, COMMUNICATIONS, AND INFORMATION. THIS APPROACH RECOGNIZES THE WIDE RANGE OF RESOURCES THAT CAN BE LEVERAGED IN COMMUNITY TO ADDRESS FOOD INSECURITY, PROMOTE MENTAL HEALTH AND ADVANCE SOLUTIONS TO ISSUES FACING OLDER PEOPLE, AS INFORMED BY OLDER PEOPLE THEMSELVES. THE FOUNDATION RESPONDS FLEXIBLY TO COMMUNITY NEEDS AND PREFERENCES, AND FOLLOWS COMMUNITY'S LEAD. HEALTH AGING EFFORTS RESPECT OLDER PEOPLE'S DECISIONS AND LIFESTYLE CHOICES, AND PROMOTES OLDER PEOPLE'S INCLUSION IN AND CONTRIBUTION TO ALL AREAS OF COMMUNITY LIFE. AS IT RELATES TO ACCESS TO AFFORDABLE, NUTRITIOUS FOOD, THE FOUNDATION CONSIDERS WHAT IT TAKES TO BUILD CAPACITY AND SYSTEMS TO ADDRESS THE UNIQUE NEEDS IN COMMUNITIES MOST DISCRIMIATED AGAINST AND HONORS COMMUNITY WORK ALREADY IN SERVICE TO COMMUNITY. THE FOUNDATION STRATEGICALLY ENCOURAGES MORE COLLABORATION FOR BROADER IMPACT AND SUPPORTS ORGANIZATIONS SHARING BEST PRACTICES THAT LEAD TO IMPROVED COMMUNITY OUTCOMES IN AGING, FOOD ACCESS AND MENTAL HEALTH. IN 2022, THE FOUNDATION MADE 139 GRANTS TOTALING NEARLY $8 MILLION TO NONPROFIT ORGANIZATIONS WORKING IN THESE AREAS AND TO ADVANCE RACIAL JUSTICE, EQUITY AND ESPECIALLY TO SUPPORT NONPROFIT ORGANIZATIONS WORKING IN COMMUNITY TO ADDRESS THE COVID-19 PANDEMIC. ---------- FORM 990, PART III, LINE 4D DESCRIPTION OF ALL OTHER GRANT PROGRAMS POLICY AND ADVOCACY GRANTS: THE FOUNDATION SUPPORTS POLICY AND/OR SYSTEMS-LEVEL CHANGE TO IMPROVE ACCESS TO AFFORDABLE, NUTRITIOUS FOOD AND MENTAL HEALTH SERVICES AND TO ADVANCE AGE-FRIENDLY SOLUTIONS IN COMMUNITIES. THESE ACTIVITIES ARE PURPOSEFUL AND INTENTIONAL IN EDUCATING AND INFORMING DECISION-MAKERS; AND INCLUDE KEY STAKEHOLDERS AND OLDER PEOPLE IN POLICY AND SYSTEMS CHANGE. COLLABORATION AND COMMUNITY ENGAGEMENT (LEADERSHIP FUND): DESIGNED TO SUPPORT MULTIPLE COMMUNITY STAKEHOLDERS AND SECTORS TOWARD COMMON GOAL, SUPPORT FOR THIS WORK CONSIDERS CURRENT OR NEW ACTIVITIES THAT DIRECTLY OR INDIRECTLY LEAD TO AGE-FRIENDLY COMMUNITIES AND ADDRESS BARRIERS IN THE MOST VULNERABLE COMMUNITIES. ---------- FORM 990, PART VI, LINE 2 DETAIL OF FAMILY OR BUSINESS RELATIONSHIPS BUSINESS RELATIONSHIP - THE FOLLOWING INDIVIDUALS SERVED ON THE BOARDS OR WERE AN OFFICER OR KEY EMPLOYEE OF ONE OR MORE FOR-PROFIT-ORGANIZATIONS AFFILIATED WITH THE POINT32HEALTH FOUNDATION FROM 1/1/2022 TO 12/31/2022: CAIN HAYES, DIRECTOR; PRESIDENT & CEO SUSAN KEE, CLERK/SECRETARY (START 6/7/2022)/ VP DEP GC ---------- FORM 990, PART VI, LINE 3 DESCRIPTION OF MANAGEMENT ARRANGEMENT THE FOUNDATION IS A SUPPORTING ORGANIZATION OF TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION, INC. (TAHMO). TAHMO AND ITS SUBSIDIARY, POINT32HEALTH SERVICES, INC. (P32HS), PROVIDE ADMINISTRATIVE AND MANAGEMENT SERVICES TO THE FOUNDATION. ---------- FORM 990, PART VI, LINE 4 DETAILS OF CHANGES TO GOVERNING DOCUMENTS THE ORGANIZATION'S BYLAWS WERE AMENDED AND RESTATED TO REFLECT THE FOUNDATION'S NAME CHANGE AND ADDRESS. ---------- FORM 990, PART VI, LINE 6A AND 7A DETAIL OF MEMBERS OR STOCKHOLDERS TUFTS ASSOCIATED HEALTH MAINTENANCE ORGRANIZATION, INC. AS THE SOLE CORPORATE MEMBER OF THE FOUNDATION, ELECTS THE MEMBERS OF THE FOUNDATION'S GOVERNING BODY. ---------- FORM 990, PART VI, LINE 7B DETAIL OF MEMBERS OR STOCKHOLDERS DESCRIPTION OF CLASSES OF PERSONS, DECISIONS REQUIRING APPROVAL & TYPE OF VOTING RIGHTS. TAHMO, AS THE SOLE CORPORATE MEMBER OF THE FOUNDATION, HAS THE RIGHT TO MAKE CERTAIN DECISIONS REGARDING THE FOUNDATION, AND IS REQUIRED TO APPROVE ANY CHANGES TO THE FOUNDATION'S BYLAWS. ---------- FORM 990, PART VI, LINE 8B CONTEMPORANEOUS BOARD MEETING DOCUMENTATION THE ORGANIZATION CURRENTLY DOES NOT HAVE ANY STANDING COMMITTEES. IF IN THE FUTURE THE ORGANIZATION WERE TO HOLD COMMITTEE MEETINGS, THEN THE ORGANIZATION WOULD ALSO CONTEMPORANEOUSLY DOCUMENT COMMITTEE MEETINGS HELD AND WRITTEN ACTIONS UNDERTAKEN BY ITS COMMITTEES. ---------- FORM 990, PART VI, LINE 11B PROCESS USED TO REVIEW THE FORM 990 THIS FORM 990 WAS PREPARED BY THE ORGANIZATION'S S EXTERNAL ACCOUNTANT, REVIEWED BY POINT32HEALTH, INC.'S FINANCE DEPARTMENT AND CERTAIN SECTIONS ARE REVIEWED FOR INPUT BY SUBJECT MATTER PERSONNEL IN OTHER DEPARTMENTS THROUGHOUT THE ORGANIZATION. THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS BEFORE FILING. ---------- FORM 990, PART VI, LINE 12C MONITORING & ENFORCEMENT OF COMPLIANCE WITH CONFLICT-OF-INTEREST POLICY: THE POINT32HEALTH INC'S CONFLICT-OF-INTEREST (COI) POLICY AND PROCEDURES (P&P) APPLIES TO THE FILING COMPANY (POINT32HEALTH FOUNDATION) AS A SUBSIDIARY ORGANIZATION. THE POINT32HEALTH, INC.'S COI P&P IS REVIEWED ANNUALLY, REVISED AS NEEDED AND APPROVED UPON MATERIAL REVISIONS. THE POLICY REQUIRES ALL EMPLOYEES, INCLUDING THE PRESIDENT AND CEO, AND GOVERNING BODY MEMBERS TO COMPLY WITH THE COI POLICY AND PROCESSES. ALL EMPLOYEES RECEIVE ANNUAL COMPLIANCE TRAINING WHICH INCLUDE EXPECTATIONS RELATED TO FOLLOWING THE COI P&P. THE COI P&P REQUIRES THE OFFICERS, KEY EMPLOYEES AND BOARD OF DIRECTORS OF THE TAX-EXEMPT ENTITIES TO COMPLETE AND SUBMIT AN ANNUAL DISCLOSURE SURVEY AND STATEMENT TO THE CHIEF LEGAL OFFICER (CLO) OR DESIGNEE IN THE LEGAL DEPARTMENT, LISTING ANY OUTSIDE RELATIONSHIPS, INCLUDING FINANCIAL AND/OR BOARD RELATIONSHIPS THAT THEY OR A FAMILY MEMBER HAVE WITH POINT32HEALTH, INC.'S (OR ITS SUBSIDIARIES) SUPPLIERS, PURCHASERS, PROVIDERS AND/OR COMPETITORS. ADDITIONALLY, POINT32HEALTH, INC. REQUIRES EXECUTIVE MANAGEMENT AND SENIOR MANAGEMENT (AS DEFINED IN THE COI POLICY) TO COMPLETE AND SUBMIT AN ANNUAL DISCLOSURE SURVEY AND STATEMENT TO THE CHIEF COMPLIANCE OFFICER OR DIRECTOR, CORPORATE COMPLIANCE. BY COMPLETING THE ANNUAL DISCLOSURE STATEMENT, THESE INDIVIDUALS ACKNOWLEDGE THE POINT32HEALTH COI P&P. ALL EMPLOYEES ARE REQUIRED TO REPORT THE OFFER BY AN OUTSIDE ENTITY OF GIFTS OVER $250, HONORARIA OR COVERAGE OF BUSINESS EXPENSES, OR OTHER EVENTS OR RELATIONSHIPS THAT MAY BE PERCEIVED AS CONFLICTS TO THE CHIEF COMPLIANCE OFFICER, DIRECTOR, CORPORATE COMPLIANCE OR DESIGNEE AND THE EMPLOYEE'S MANAGEMENT. BOTH MUST APPROVE BEFORE ACCEPTANCE IS ALLOWED. THERE ARE PROTOCOLS AND PROCESSES TO REVIEW ANY DISCLOSURE THAT MIGHT BE A POTENTIAL CONFLICT OF INTEREST. BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES' RESPONSES TO THE DISCLOSURE SURVEY AND STATEMENT ARE REVIEWED BY THE CLO, WHO WILL REVIEW THE SELF-DISCLOSURE WITH THE CHAIR OF THE GOVERNANCE COMMITTEE OF THE BOARD OF DIRECTORS OF POINT32HEALTH, INC. AND DETERMINE EXPECTATIONS AND RECOMMENDED ACTIONS IF NEEDED. A SUMMARY REPORT OF ALL DISCLOSED ACTUAL OR POTENTIAL CONFLICTS ALONG WITH ANY RECOMMENDED ACTIONS TO ADDRESS A DISCLOSED ACTUAL OR POTENTIAL CONFLICT IS REVIEWED AND APPROVED BY THE GOVERNANCE COMMITTEE AND THE COMMITTEE'S REVIEW/FINDINGS ARE REPORTED TO THE FULL BOARD. THE CLO COMMUNICATES THE RECOMMEND ACTIONS TO INDIVIDUAL SURVEY RECIPIENTS. THE CHIEF COMPLIANCE OFFICER IS CONSULTED AND INFORMED OF THE DECISIONS MADE BY THE CLO OR LEGAL DESIGNEE. EXECUTIVE MANAGEMENT AND SENIOR MANAGEMENT'S RESPONSES TO THE DISCLOSURE SURVEY AND STATEMENT ARE REVIEWED BY THE DIRECTOR, CORPORATE COMPLIANCE AND CHIEF COMPLIANCE OFFICER, WHO WILL REPORT TO THE CLO ANY POTENTIAL CONFLICTS ALONG WITH ANY RECOMMENDED ACTIONS TO ADDRESS THE POTENTIAL CONFLICT, IF NECESSARY. RECOMMENDED ACTIONS/EXPECTATIONS ARE COMMUNICATED BY THE DIRECTOR, CORPORATE COMPLIANCE/CHIEF COMPLIANCE OFFICER TO IMPACTED INDIVIDUALS. FOR CONFLICT DISCLOSURES INVOLVING THE CHIEF COMPLIANCE OFFICER, THE CLO WILL MAKE THE FINAL DETERMINATION. ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST THAT ARISES AFTER COMPLETION OF THE DISCLOSURE SURVEY WILL FOLLOW THE SAME REVIEW PROCESS. ---------- FORM 990, PART VI, LINE 13 WRITTEN WHISTLEBLOWER/NON-RETALIATION POLICY THE FOUNDATION IS SUBJECT TO THE WRITTEN WHISTLEBLOWER/NON-RETALIATION POLICY WITHIN THE CODE OF CONDUCT THAT WAS APPROVED BY THE BOARD OF DIRECTORS OF POINT32HEALTH, INC. ---------- FORM 990, PART VI, LINE 14 WRITTEN DOCUMENT RETENTION POLICY THE FILING ORGANIZATION IS SUBJECT TO THE WRITTEN DOCUMENT RETENTION POLICY AND RECORD RETENTION SCHEDULE OF POINT32HEALTH, INC. ---------- FORM 990, PART VI, LINE 15A AND 15B COMPENSATION REVIEW AND APPROVAL THE FOUNDATION DOES NOT HAVE ANY EMPLOYEES. THE EMPLOYEES OF RELATED ORGANIZATIONS PROVIDE SERVICES TO THE FOUNDATION. THE PRESIDENT, CLERK, AND TREASURER ARE COMPENSATED SOLELY FOR THEIR CAPACITY AS EMPLOYEES OF POINT32HEALTH SERVICES, INC. A PORTION OF THEIR COMPENSATION IS REMUNERATION FOR DUTIES RELATED TO THE POINT32HEALTH FOUNDATION. ---------- FORM 990, PART VI, LINE 19 PROCESS FOR MAKING DOCUMENTS AVAILABLE TO THE PUBLIC THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND ANNUAL FINANCIAL REPORT AND QUARTERLY FINANCIAL UPDATES ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. ---------- FORM 990, PART VII, SUPPLEMENTAL COMPENSATION INFORMATION SUPPLEMENTAL COMPENSATION INFORMATION MARTY COHEN DID NOT EARN COMPENSATION IN 2022. NANCY GARRABRANTS DID NOT EARN COMPENSATION IN 2022. ---------- FORM 990, PART X BALANCE SHEET IN ORDER TO CONFORM TO THE CURRENT YEAR PRESENTATION, CERTAIN PRIOR YEAR BALANCES HAVE BEEN RESTATED DUE TO THE MERGER OF THE HARVARD PILGRIM HEALTH CARE FOUNDATION, INC. AND THE TUFTS HEALTH PLAN FOUNDATION, INC. INTO POINT32HEALTH FOUNDATION, INC. ---------- HPHC OF NEW ENGLAND INC 1 WELLNESS WAY CANTON MA 02021 042663394 HEALTH INSURA MA 501(C)(4) N/A HPHCINC true TUFTS HEALTH PUBLIC PLANS INC 1 WELLNESS WAY CANTON MA 02021 800721489 HMO MA 501(C)(4) N/A P32H true POINT32HEALTH INC 1 WELLNESS WAY CANTON MA 02021 814089215 HEALTHCARE MA 501(C)(4) N/A NA false CARE PARTNERS OF CONNECTICUT INC 1 WELLNESS WAY CANTON MA 02021 822604728 HMO CT 501(C)(4) N/A TAHMO true TUFTS ASSOC HEALTH MAINTEN ORG INC 1 WELLNESS WAY CANTON MA 02021 042674079 HMO MA 501(C)(4) N/A P32H true HPHC INC 1 WELLNESS WAY CANTON MA 02021 042452600 HEALTH INSURA MA 501(C)(3) 10 P32H true HPHC FOUNDATION INC 1 WELLNESS WAY CANTON MA 02021 042708004 COMMUNITY SVC MA 501(C)(3) 12A-I HPHCINC true CAREPARTNERS OF CT HOLDINGS LLC 1 WELLNESS WAY CANTON MA 02021 823129930 HOLDING COMPANY CT TAHMO N/A CLARION MANAGEMENT SOLUTIONS LLC 1212 CORPORATE DRIVE SUITE 225 IRVING TX 75038 822713764 CLINICAL CONSULTG DE EH NEXUS N/A EMPLOYERS HEALTH NEXUS LLC 1500 W PARK DRIVE SUITE 330 WESTBOROUGH MA 01581 882938454 HOLDING COMPANY MA HEALTH PLANS N/A EMPLOYERS HEALTH NETWORK LLC 1212 CORPORATE DRIVE SUITE 225 IRVING TX 75038 471678150 SELF INSURANCE DE EH NEXUS N/A KP VENTURES LLC SERIES B 1 KAISER PLAZA OAKLAND CA 94612 273339892 HEALTHCARE CA TAHMO N/A KP VENTURES LLC SERIES D 1 KAISER PLAZA OAKLAND CA 94612 471874366 HEALTHCARE CA TAHMO N/A HPHC INSURANCE COMPANY INC 1 WELLNESS WAY CANTON MA 02021 043149694 HEALTH INSURANCE MA NEW HPHC HOLDCO C CORP true PLAN MARKETING INSURANCE AGENCY INC 1500 W PARK DRIVE STE 330 WESTBOROUGH MA 01581 042734281 BROKERAGE MA HEALTH PLANS C CORP true HPHC INSURANCE AGENCY INC 1 WELLNESS WAY CANTON MA 02021 043016201 BROKERAGE MA NEW HPHC HOLDCO C CORP true HEALTH PLANS INC 1500 W PARK DRIVE STE 330 WESTBOROUGH MA 01581 042734278 TPA MA NEW HPHC HOLDCO C CORP true CARE MANAGEMENT SERVICES INC 1500 W PARK DRIVE STE 330 WESTBOROUGH MA 01581 043438779 CARE MANAGEMENT MA HEALTH PLANS C CORP true NEW HPHC HOLDING CORPORATION 1 WELLNESS WAY CANTON MA 02021 815340662 HOLDING COMPANY DE HPHC INC C CORP true POINT32HEALTH SERVICES INC 1 WELLNESS WAY CANTON MA 02021 042985923 MANAGEMENT SVCS DE TAHMO C CORP true TUFTS INSURANCE COMPANY 1 WELLNESS WAY CANTON MA 02021 043319729 INSURANCE MA P32H SRVCS INC C CORP true TUFTS BENEFIT ADMINISTRATORS INC 1 WELLNESS WAY CANTON MA 02021 043270923 TPA MA P32H SRVCS INC C CORP true TOTAL HEALTH PLAN INC 1 WELLNESS WAY CANTON MA 02021 042918943 TPA MA P32H SRVCS INC C CORP true TAHP BROKERAGE CORPORATION 1 WELLNESS WAY CANTON MA 02021 043072692 BROKERAGE MA P32H SRVCS INC C CORP true INTEGRA PARTNERS HOLDINGS INC 100 WALL ST STE 2502 NEW YORK NY 10005 453032233 MED EQUIPT & SVCS NY TAHMO C CORP true false false true false false false false false false false false false true true true false false false false TUFTS ASSOC HEALTH MAINTEN ORG INC M 1222928 FMV HPHC INC C 6000000 FMV