2026-08-21T09:15:02-05:00 2025-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 225 S 6TH ST 1100 MINNEAPOLIS MN 55402 990 2025-01-01 522177891 UNITEDHEALTHCARE CHILDREN'S FOUNDATION UNIT 8556984223 MN017-W400 9700 HEALTH CARE LANE MINNEAPOLIS MN 55343 TYLER DUNLEAVY TREASURER 8556984223 2026-08-18 1 KAREN A GRIES P00078514 6128764500 2026-08-18 2025 2025-03-06 01:10:19Z MATTHEW PETERSON MN017-W400 9700 HEALTH CARE LANE MINNEAPOLIS MN 55343 9802212 0 X WWW.UHCCF.ORG X 1999 MD SEE SCHEDULE O 7 7 0 600 0 0 7258011 7972739 0 0 792434 715312 -229034 -474980 7821411 8213071 3768089 4922794 0 0 0 0 0 0 899900 2974035 2249949 6742124 7172743 1079287 1040328 16760905 18269885 3427867 3896519 13333038 14373366 THE MISSION OF UNITEDHEALTHCARE CHILDREN'S FOUNDATION IS TO PROVIDE MEDICAL GRANTS TO ENHANCE THE QUALITY OF LIFE FOR CHILDREN ACROSS THE UNITED STATES. 0 0 5889199 4922794 MEDICAL GRANTS PROGRAM: IN 2025 WE AWARDED 4,146 GRANTS VALUED AT $7,045,781. GRANTS ARE FOR CHILDREN 16 YRS AND YOUNGER AND LIMITED TO $5,000 ANNUAL AND $10,000 LIFETIME. OUR GRANTS ARE OPEN FOR A MINIMUM OF 12 MONTHS, DURING WHICH TIME WE WILL DIRECTLY PAY FOR GOODS AND SERVICES, AS APPROVED BY OUR REGIONAL COMMITTEES, DIRECTLY RELATED TO THE CHILD'S MEDICAL CONDITION. OUR GOAL IS TO HELP FAMILIES BRIDGE THE GAP BETWEEN WHAT IS COVERED BY THEIR COMMERCIAL HEALTH INSURANCE AND THE FAMILIES SHARE OF THESE COSTS. THIS INCLUDES ITEMS SUCH AS MEDICAL CO-PAYS, DEDUCTIBLES, DURABLE MEDICAL EQUIPMENT, PRESCRIPTIONS AND OTHER NON-PLAN COVERED EXPENSES. 5889199 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 7 7 1 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 0 0 0 AK AR CA CT FL GA HI IL KS KY ME MD MA MI MN MS NH NJ NM NY NC OH OK OR PA RI SC TN UT VA WV WI X X TYLER DUNLEAVY 9829365986 MN017-W400 9700 HEALTH CARE LANE MINNTONKA MN 55343 X TERRY CLARK CHAIRMAN OF THE BOARD 0.50 X X 0 0 0 JEANNINE RIVET DIRECTOR 0.50 X 0 0 0 FRED SIEGEL DIRECTOR 0.50 X 0 0 0 DWAYNE BLACK DIRECTOR 0.50 X 0 0 0 KAREN DEUTSCH DIRECTOR 0.50 X 0 0 0 DICK MIGLIORI DIRECTOR 0.50 X 0 0 0 JENNIFER ROBERTS DIRECTOR 0.50 X 0 0 0 MATTHEW PETERSON PRESIDENT 1.00 X 0 0 0 GREG MILLER TREASURER 40.00 X 0 0 0 TYLER DUNLEAVY ASST. TREASURER 40.00 X 0 0 0 JILL AWE EXECUTIVE DIRECTOR 40.00 X 0 0 0 SCOTT OTTO ASST. EXECUTIVE DIRECTOR 40.00 X 0 0 0 SUSAN BAUR SECRETARY 3.00 X 0 0 0 HEATHER LANG SECRETARY-OUTGOING 3.00 X 0 0 0 0 0 0 0 0 0 0 0 5285708 2687031 7972739 715312 715312 1071477 5285708 1538134 -466657 -466657 42684 51007 -8323 -8323 8213071 0 0 240332 X 4922794 4922794 30230 30230 1838417 623436 383592 831389 48402 47979 423 119639 52490 52 67097 144453 144042 411 INVENTORY MGMT/SHIPPING 68808 68228 580 7172743 5889199 383644 899900 122847 108987 16372495 18007999 99326 36502 68522 57809 97715 58588 16760905 18269885 1759098 1879730 650000 850000 1018769 1166789 3427867 3896519 X 13333038 14373366 13333038 14373366 16760905 18269885 1040328 0 X X 0 1 X 1 0 X 7618254 7546874 7963884 7258011 7972738 38359761 7618254 7546874 7963884 7258011 7972738 38359761 10593444 27766317 11295 207907 702114 792434 715312 2429062 40788823 0.68070 0.65920 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 11059451 2328716 517664 2846380 8213071 0 8213071 10019123 2328716 517664 2846380 7172743 0 7172743 PART X, LINE 2: THE FOUNDATION FOLLOWS THE ACCOUNTING STANDARDS FOR CONTINGENCIES IN EVALUATING UNCERTAIN TAX POSITIONS. THIS GUIDANCE PRESCRIBES RECOGNITION THRESHOLD PRINCIPLES FOR THE FINANCIAL STATEMENT RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. NO LIABILITY HAS BEEN RECOGNIZED BY THE FOUNDATION FOR UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2025 AND 2024. THE FOUNDATION'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENTS 466,657. COST OF GOODS SOLD 51,007. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENTS 466,657. COST OF GOODS SOLD 51,007. MN GOLF CLASSIC 2283097 1926848 356249 23773 312293 20183 138394 CA GOLF AND WINE CLASSIC 1147977 902138 245839 48410 193052 4378 103305 22 2926111 2456722 469389 62868 390508 16013 224957 6357185 5285708 1071477 135051 895853 40574 466656 1538134 -466657 1 MEDICAL GRANTS 4146 4922794 PART I, LINE 2: GRANT PAYMENTS ARE ONLY MADE WHEN PROOF OF SERVICES OR GOODS ARE PROVIDED BY THE GRANTEES. WE REVIEW THE DOCUMENTATION TO ENSURE THE COSTS FALL WITHIN THE QUIDELINES OR EACH INDIVIDUAL GRANT. A TOTAL OF $7,045,781 WAS AUTHORIZED DURING 2025, OF WHICH $4,922,794 WAS SUBSTANTIATED AND EXPENSED IN THE CURRENT YEAR. UNITEDHEALTH GROUP ALL OFFICERS AND DIRECTORS OF THE FOUNDATION ARE EMPLOYEES OF UHG. 1817741 UNITEDHEALTH GROUP PROVIDES CERTAIN ADMINISTRATIVE, OVERHEAD, AND ACCOUNTING SERVICES TO THE FOUNDATION. THE FOUNDATION PAYS UNITEDHEALTH GROUP FOR A PORTION OF THE SERVICES PROVIDED TO THE FOUNDATION. THE TOTAL AMOUNT OF THESE SERVICES BILLED TO IS INCLUDED IN CONSULTING EXPENSE ON THE STATEMENT OF FUNCTIONAL EXPENSES. 0 PART 1 LINE 1: UNITEDHEALTHCARE CHILDREN'S FOUNDATION (UHCCF) IS A 501(C)(3) CHARITABLE ORGANIZATION THAT PROVIDES MEDICAL GRANTS TO HELP CHILDREN GAIN ACCESS TO HEALTH-RELATED SERVICES NOT COVERED, OR NOT FULLY COVERED, BY THEIR FAMILY'S COMMERCIAL HEALTH INSURANCE PLAN. APPLICANTS DON'T HAVE TO BE MEMBERS OF UNITEDHEALTHCARE TO APPLY. FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBERS TERRY CLARK AND KAREN DEUTSCH, AND OFFICERS MATTHEW PETERSON, JILL AWE, SCOTT OTTO, GREG MILLER, TYLER DUNLEAVY AND SUSAN BAUR ARE EMPLOYED BY THE SAME COMPANY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTANT FOR INTERNAL REVIEW. ONCE COMPLETED, A DRAFT VERSION OF THE FORM 990, EITHER ELECTRONIC OR PAPER IS SUPPLIED TO EACH BOARD MEMBER PRIOR TO FILING. THEY ARE ASKED TO REVIEW AND RAISE ANY QUESTIONS ABOUT THE CONTENT OF THE FORM. IF NEEDED, A DISCUSSION MAY BE HELD WITH THE BOARD TO ADDRESS ANY QUESTIONS OR COMMENTS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY COVERS ANY DIRECTOR, OFFICER, COMMITTEE MEMBER, INCLUDING BUT NOT LIMITED TO A REGIONAL DIRECTOR, OR KEY EMPLOYEE (WHICH FOR THE PURPOSES OF THIS POLICY SHALL MEAN ANY EMPLOYEE OF A UNITEDHEALTH GROUP INCORPORATED AFFILIATE WHO DEVOTES A SIGNIFICANT AMOUNT OF HIS OR HER BUSINESS TIME TO UNITEDHEALTHCARE CHILDREN'S FOUNDATION MATTERS) WHO HAS EITHER (A) A DIRECT OR INDIRECT FINANCIAL INTEREST, OR (B) A FIDUCIARY RESPONSIBILITY TO ANOTHER ORGANIZATION. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE AND NATURE OF HIS OR HER FINANCIAL INTEREST OR FIDUCIARY RESPONSIBILITY AND ALL MATERIAL FACTS TO THE BOARD AND/OR THE COMMITTEE MEMBERS, CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. THE BOARD OR THE COMMITTEE MEMBERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT SHALL CONSIDER WHETHER THE PROPOSED TRANSACTION CONSTITUTES A CONFLICT OF INTEREST. AN INTERESTED PERSON MAY MAKE A FACTUAL PRESENTATION AT THE BOARD OR COMMITTEE MEETING, BUT AFTER SUCH PRESENTATION, HE OR SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT THAT RESULTS IN THE CONFLICT OF INTEREST. AN INTERESTED PERSON SHALL NOT ACTIVELY PARTICIPATE IN THE DISCUSSION OF, OR VOTE ON, THE TRANSACTION OR ARRANGEMENT THAT RESULTS IN THE CONFLICT OF INTEREST, EITHER FORMALLY AT A BOARD OR COMMITTEE MEETING OR INFORMALLY THROUGH CONTACT WITH INDIVIDUAL BOARD OR COMMITTEE MEMBERS. IN ADDITION, THE INTERESTED PERSON SHOULD NOT BE COUNTED IN DETERMINING WHETHER A QUORUM IS PRESENT FOR THE BOARD OR COMMITTEE MEETING AT WHICH THE TRANSACTION OR ARRANGEMENT THAT RESULTS IN THE CONFLICT OF INTEREST IS TO BE VOTED UPON. AFTER EXERCISING DUE DILIGENCE, THE BOARD OR COMMITTEE SHALL DETERMINE WHETHER THE PROPOSED TRANSACTION IS IN THE BEST INTEREST OF THE UNITEDHEALTHCARE CHILDREN'S FOUNDATION. TRANSACTIONS WITH PARTIES WITH WHOM A CONFLICTING INTEREST EXISTS MAY BE UNDERTAKEN ONLY IF ALL OF THE FOLLOWING STEPS ARE OBSERVED: 1. THE CONFLICTING INTEREST IS FULLY DISCLOSED; 2. THE PERSON WITH THE CONFLICT OF INTEREST IS EXCLUDED FROM THE DISCUSSION AND APPROVAL OF SUCH TRANSACTION; AND 3. THE BOARD HAS DETERMINED THAT THE TRANSACTION IS IN THE BEST INTEREST OF THE UNITEDHEALTHCARE CHILDREN'S FOUNDATION. IT SHALL BE THE CONTINUING RESPONSIBILITY OF THE DIRECTORS, OFFICERS, COMMITTEE MEMBERS, AND KEY EMPLOYEES TO SCRUTINIZE THEIR TRANSACTIONS AND OUTSIDE BUSINESS INTERESTS AND RELATIONSHIPS FOR POTENTIAL CONFLICTS AND TO IMMEDIATELY MAKE SUCH DISCLOSURES. IF THE BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE THAT AN INTERESTED PARTY HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE INTERESTED PARTY OF THE BASIS FOR SUCH BELIEF AND AFFORD THE INTERESTED PARTY AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE RESPONSE OF THE INTERESTED PARTY AND MAKING SUCH FURTHER INVESTIGATION AS MAY BE WARRANTED IN THE CIRCUMSTANCES, THE BOARD OR COMMITTEE DETERMINES THAT THE INTERESTED PARTY HAS IN FACT FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTIONS. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND THE FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G UHG SUPPORT REIMBURSEMENT & OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 623,436. MANAGEMENT AND GENERAL EXPENSES 383,592. FUNDRAISING EXPENSES 831,389. TOTAL EXPENSES 1,838,417. FORM 990, PART XII, LINE 2C: NEITHER THE OVERSIGHT PROCESS OF THE AUDIT, NOR THE SELECTION PROCESS OF THE INDEPENDENT ACCOUNTANT CHANGED DURING THE YEAR.