2023-12-01T13:57:28-06:00 2022-12-31 346565596 ERNST & YOUNG US LLP 560 MISSION STREET SUITE 1600 SAN FRANCISCO CA 94105 990PF 2022-01-01 814260130 INSTITUTE FOR MENTAL HEALTH & WELLNESS INST 4255253985 1801 LIND AVE SW ATTN TAX DEPT RENTON WA 98057 JIM WATSON ESQ SECRETARY 9493814000 2023-11-01 1 JIM WATSON ESQ 999009999 0 EVA NITTA P01286320 4158948000 2023-10-26 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 103597278 X X 2115977 2115977 1658123 6700689 1658123 133751 0 0 3907851 3774100 0 0 0 0 0 2107414 621771 0 1485643 264586 0 0 264586 139574 0 0 139574 90441 0 0 90441 6679741 0 0 5928046 9281756 621771 0 7908290 1200000 1200000 10481756 621771 0 9108290 -6573905 3152329 0 2221518 5987868 5987868 32000 32000 32000 117282584 97577410 97577410 9215031 0 0 128751133 103597278 103597278 85050 1244238 19037361 12173485 19122411 13417723 X 109628722 90179555 109628722 90179555 128751133 103597278 109628722 -6573905 1990993 105045810 14866255 90179555 PROVIDENCE ST. JOSEPH HEALTH LONG TERM PORTFOLIO P 2022-12-31 2022-12-31 6700689 5042566 1658123 1658123 1658123 43817 0 43817 0 43817 127000 0 10000 0 137000 X 783 92400 92400 0 0 0 0 0 0 0 0 1 1 1 0 1 1 AK CA MT OR WA 1 0 0 0 0 1 WWW.WELLBEINGTRUST.ORG JIM MARTIN 4255253985 1801 LIND AVE SW RENTON WA 98057 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ROD F HOCHMAN MD 1801 LIND AVE SW ATTN TAX DEPT RENTON WA 98057 PRESIDENT/CHAIR 1.00 0 0 0 AMY COMPTON-PHILLIPS MD 1801 LIND AVE SW ATTN TAX DEPT RENTON WA 98057 DIRECTOR - THRU 9/22 0.50 0 0 0 DEBRA CANALES 1801 LIND AVE SW ATTN TAX DEPT RENTON WA 98057 DIRECTOR 0.50 0 0 0 JOEL GILBERTSON 1801 LIND AVE SW ATTN TAX DEPT RENTON WA 98057 DIRECTOR 0.50 0 0 0 JO ANN ESCASA-HAIGH 1801 LIND AVE SW ATTN TAX DEPT RENTON WA 98057 TREASURER 0.50 0 0 0 PRESTON SIMMONS 1801 LIND AVE SW ATTN TAX DEPT RENTON WA 98057 DIRECTOR - THRU 10/22 0.50 0 0 0 JIM WATSON ESQ 1801 LIND AVE SW ATTN TAX DEPT RENTON WA 98057 SECRETARY 0.50 0 0 0 DAN GILLISON 1801 LIND AVE SW ATTN TAX DEPT RENTON WA 98057 DIRECTOR - THRU 8/22 0.50 0 0 0 MAUREEN BISOGNANO 1801 LIND AVE SW ATTN TAX DEPT RENTON WA 98057 DIRECTOR 0.50 0 0 0 TERRI LUDWIG 1801 LIND AVE SW ATTN TAX DEPT RENTON WA 98057 DIRECTOR - THRU 8/22 0.50 0 0 0 NONE 0 VERMILION INC 3055 CENTER GREEN DR BOULDER CO 803012251 MARKETING SERVICES 249399 TRUST FOR AMERICAS HEALTH 1730 M ST NW STE 900 WASHINGTON DC 200364547 MEDICAL SERVICES 100000 ACTIVE MINDS INC 2001 S STREET NW STE 630 WASHINGTON DC 20009 CONSULTING SERVICES 83622 LEMONADA MEDIA INC 301 ARMSTRONG DR PLACENTIA CA 20009 PODCAST SERVICES 75000 PINKSTON GROUP INC 3110 FAIRVIEW PARK DR STE 1400 FALLS CHURCH VA 22042 CONSULTING SERVICES 63000 3 INSTITUTE FOR MENTAL HEALTH & WELLNESS ("WELL BEING TRUST") IS A FOUNDATION DEDICATED TO ADVANCING THE MENTAL, SOCIAL, AND SPIRITUAL HEALTH FOR ALL.WE BELIEVE THE HEALTH OF OUR MIND IS INSEPARABLE FROM THE HEALTH OF OUR BODY AND SPIRIT. OUR GOAL IS TO SAVE LIVES FROM DEATHS OF DESPAIR AND TO INCREASE EQUITABLE WELL-BEING FOR ALL. WE ARE COMMITTED TO IMPROVING SYSTEMS OF CARE, COVERAGE, AND COMMUNITY CONDITIONS AS ESSENTIAL TO ADDRESSING THE MOST CRITICAL MENTAL HEALTH CHALLENGES FACING AMERICA.WITH A BOLD MISSION, VISION AND OVERARCHING GOAL, WELL BEING TRUST IS INVESTING IN APPROACHES THAT HAVE THE POTENTIAL TO MODEL THE WAY FORWARD AND ADVANCE CLINICAL, COMMUNITY AND CULTURAL CHANGE TO TRANSFORM THE HEALTH OF THE NATION AND IMPROVE WELL-BEING FOR EVERYONE.WE ARE COMMITTED TO THE FOLLOWING IMPACT STRATEGIES TO ACCOMPLISH OUR GOAL: 1. ALIGN THE NATION AROUND A CONSENSUS FRAMEWORK FOR EXCELLENCE IN MENTAL HEALTH AND WELL-BEING.CONTINUED ON STATEMENT 10 6625148 0 0 2999081 105231111 108230192 0 0 108230192 1623453 106606739 5330337 5330337 43817 1628 45445 5284892 0 5284892 0 5284892 9108290 0 9108290 5284892 0 0 3204974 3204974 9108290 0 0 0 5284892 3823398 0 0 7028372 0 0 0 0 0 0 0 7028372 3204974 3823398 X PROVIDENCE ALASKA FOUNDATION 3760 PIPER STREET SUITE 2021 ANCHORAGE AK 99508 PC OPERATIONAL SUPPORT 1200000 1200000 0 14 2115977 18 1658123 PARTNERSHIP INCOME 901101 8751 OTHER INCOME 01 125000 8751 3899100 0 3907851 0 0 0 0 0 0 0 0 0 1 PROVIDENCE HEALTH ASSURANCE 501(C)(4) BROTHER/SISTER PROVIDENCE HEALTH PLAN 501(C)(4) BROTHER/SISTER PROVIDENCE PLAN PARTNERS 501(C)(4) BROTHER/SISTER SUMMARY OF DIRECT CHARITABLE ACTIVITIES (CONT.): PART VIII-A, LINE 1 2. FACILITATE/CURATE TOOLS AND PRODUCTS TO ACCELERATE PROGRESS TOWARDS EXCELLENCE IN MENTAL HEALTH AND WELL-BEING. 3. ADVANCE MENTAL HEALTH/SUBSTANCE USE DISORDER POLICY AND ADVOCACY AT THE LOCAL, STATE AND FEDERAL LEVELS.4. LEAD/SHAPE THE MENTAL HEALTH AND WELL-BEING MOVEMENT IN THE U.S. PROVIDENCE ST. JOSEPH HEALTH LONG TERM PORTFOLIO FMV 97577410 97577410 DUE FROM AFFILIATES 9215031 UNREALIZED GAIN/LOSS ON INVESTMENTS 14866255 ADVERTISING 4875 0 0 4875 OFFICE EXPENSES 26864 0 0 26864 MEDICAL SUPPLIES 771 0 0 771 DUES AND SUBSCRIPTIONS 25124 0 0 25124 SPECIAL EVENTS 60059 0 0 60059 OTHER DIRECT EXPENSES 3397095 0 0 3397095 RECRUITING AND RELOCATION 1075 0 0 1075 SYSTEM COST ALLOCATION 3163878 0 0 2412183 PARTNERSHIP INCOME 8751 0 OTHER INCOME 125000 0 0 INTERAFFILIATE TRANSACTION 1990993 DUE TO AFFILIATES 19037361 12173485 INVESTMENT MANAGEMENT FEES 621771 621771 0 0 GENERAL CONSULTING FEES 1150399 0 0 1150399 OTHER PATIENT SERVICES 335244 0 0 335244 LICENSES AND TAXES 249119 0 0 249119 UBI TAXES PAID 15467 0 0 15467