Civic Intelligence

The California Endowment

990PF • Fiscal year 2021 • EIN 95-4523232

Apr 01, 2020 to Mar 31, 2021 • Filed on Feb 15, 2022

Organization Profile

View Organization Page

1000 N Alameda StreetLos Angeles, CA 90012

(213) 928-8800

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

23rd percentile

0.08x

Higher debt load relative to assets than 23% of similar nonprofits.

2021 filings • $1B+ nonprofits • Source year 2021

Liabilities / Revenue

63rd percentile

1.16x

Higher debt load relative to revenue than 63% of similar nonprofits.

2021 filings • $1B+ nonprofits • Source year 2021

Net Margin

74th percentile

30%

Higher net margin than 74% of similar nonprofits.

2021 filings • $1B+ nonprofits • Source year 2021

Top Officer Pay

45th percentile

$1,096,843

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 0.4% of source-year revenue.

2021 filings • $1B+ nonprofits • Source year 2021

Asset Growth

91st percentile

35%

Faster asset growth than 91% of similar nonprofits.

2021 filings • $1B+ nonprofits • Annualized from 2020 to 2021

Revenue Growth

45th percentile

9.0%

Faster revenue growth than 45% of similar nonprofits.

2021 filings • $1B+ nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$4,652,654,328

Up $1,205,853,283 (+35%) from 2020

Net Assets

Up

$4,298,041,008

Up $967,520,382 (+29%) from 2020

Liabilities

Up

$354,613,320

Up $238,332,901 (+205%) from 2020

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin74th percentile

Revenue

Up

$306,332,660

Up $25,377,051 (+9.0%) from 2020

Expenses

Up

$215,488,654

Up $12,151,113 (+6.0%) from 2020

Net Income

Up

$90,844,006

Up $13,225,938 (+17%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0B$4.0B$2.0B$0Assets 2010: $3,622,153,403Liabilities 2010: $523,406,242Net Assets 2010: $3,098,747,1612010Assets 2011: $3,745,324,056Liabilities 2011: $350,800,3832011Assets 2012: $3,660,548,295Liabilities 2012: $371,009,268Net Assets 2012: $3,289,539,0272012Assets 2013: $3,562,148,280Liabilities 2013: $169,632,609Net Assets 2013: $3,392,515,6712013Assets 2014: $3,668,459,217Liabilities 2014: $99,301,518Net Assets 2014: $3,569,157,6992014Assets 2015: $3,768,442,347Liabilities 2015: $70,234,580Net Assets 2015: $3,698,207,7672015Assets 2016: $3,485,456,009Liabilities 2016: $83,778,433Net Assets 2016: $3,401,677,5762016Assets 2017: $3,667,124,129Liabilities 2017: $63,577,009Net Assets 2017: $3,603,547,1202017Assets 2018: $3,828,720,064Liabilities 2018: $96,508,377Net Assets 2018: $3,732,211,6872018Assets 2019: $3,809,575,079Liabilities 2019: $114,432,893Net Assets 2019: $3,695,142,1862019Assets 2020: $3,446,801,045Liabilities 2020: $116,280,419Net Assets 2020: $3,330,520,6262020Assets 2021: $4,652,654,328Liabilities 2021: $354,613,320Net Assets 2021: $4,298,041,0082021Assets 2022: $4,754,305,382Liabilities 2022: $332,540,305Net Assets 2022: $4,421,765,0772022Assets 2023: $4,318,845,356Liabilities 2023: $530,501,706Net Assets 2023: $3,788,343,6502023Assets 2024: $4,457,765,886Liabilities 2024: $504,208,666Net Assets 2024: $3,953,557,2202024

Highlighted filing

2021

Assets$4,652,654,328
Liabilities$354,613,320
Net Assets$4,298,041,008
Open 2021 Filing

Operations Trend

Revenue Growth45th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600M$400M$200M$0-$200MExpenses 2010: $134,818,2802010Revenue 2011: $248,421,901Expenses 2011: $246,856,045Net Income 2011: $1,565,8562011Expenses 2012: $164,971,0492012Expenses 2013: $218,310,2762013Revenue 2014: $209,398,948Expenses 2014: $294,487,859Net Income 2014: -$85,088,9112014Revenue 2015: $203,187,154Expenses 2015: $223,430,595Net Income 2015: -$20,243,4412015Revenue 2016: $201,134,072Expenses 2016: $241,525,900Net Income 2016: -$40,391,8282016Revenue 2017: $193,737,732Expenses 2017: $213,601,509Net Income 2017: -$19,863,7772017Revenue 2018: $256,072,792Expenses 2018: $242,732,935Net Income 2018: $13,339,8572018Revenue 2019: $235,234,519Expenses 2019: $231,645,041Net Income 2019: $3,589,4782019Revenue 2020: $280,955,609Expenses 2020: $203,337,541Net Income 2020: $77,618,0682020Revenue 2021: $306,332,660Expenses 2021: $215,488,654Net Income 2021: $90,844,0062021Revenue 2022: $461,745,846Expenses 2022: $212,888,822Net Income 2022: $248,857,0242022Revenue 2023: $361,897,588Expenses 2023: $417,921,219Net Income 2023: -$56,023,6312023Revenue 2024: $145,223,990Expenses 2024: $182,567,426Net Income 2024: -$37,343,4362024

Highlighted filing

2021

Revenue$306,332,660
Expenses$215,488,654
Net Income$90,844,006
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2020 to Mar 31, 2021
Signed
Feb 15, 2022
Return Version
2020v4.2
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RUTH WERNIGChief Investment OfficerFT$1,020,291$76,552$1,096,843
ROBERT K ROSSPresident/CEOFT$818,869$92,788$911,657
MARTHA JIMENEZExec. VP/Legal CounselFT$457,265$82,611$539,876
DAN DELEONVice President & CFOFT$420,922$85,134$506,056
CELIA LOMBARDCorporate SecretaryFT$165,753$80,227$245,980
SHAWN GINWRIGHTDirector/Chair/Comm ChairPT$53,000-$53,000
MINERVA CARCANODirector/Vice-Chair/Comm Vc-$39,000-$39,000
STEPHEN BENNETTDirector, Committee Chair-$36,000-$36,000
CHRISTINA KAZHEDirector/Committee Chair-$36,000-$36,000
MARTA MCKENZIEDirector/Committee Chair-$36,000-$36,000
KARTHICK RAMAKRISHNANDirector/Committee Chair-$36,000-$36,000
WINSTON WONGDirector-$36,000-$36,000
KATHERINE FLORESDirector-$33,000$1,252$34,252
KIAH WILLIAMSDirector-$33,000$1,069$34,069
KURT CHILCOTTDirector-$33,000-$33,000
HECTOR FLORESDirector-$33,000-$33,000
BRITTA GUERRERODirector-$33,000-$33,000
ZACHARY GUEVARADirector-$33,000-$33,000
LESLIE KAUTZDirector-$33,000-$33,000
KATE KENDELLDirector-$33,000-$33,000
MICHELE SIQUEIROSDirector-$33,000-$33,000
VIEN TRUONGDirector-$33,000-$33,000
WALTER L BUSTERDirector-$8,250-$8,250
STEVEN PONTELLDirector-$8,250-$8,250
Filing and Contact Details

Filer

Filer Name
The California Endowment
EIN
95-4523232
Phone
2139288800
Address
1000 N ALAMEDA STREET, LOS ANGELES, CA 90012

Signing Officer

Name
Dan Deleon
Title
Vice President/CFO
Phone
2139288941
Signed
2022-02-15
Discuss with paid preparer
Yes

Preparer

Firm
Deloitte Tax Llp
Address
925 FOURTH AVENUE SUITE 3300, SEATTLE, WA 98104-1126
Preparer
Jane M Searing
Phone
2067167000
Raw XML AppendixShowing 400 of 16,163 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt1GREEN HASSON JANKS
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt3PRICEWATERHOUSECOOPERS LLP
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AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc0NON PROFIT FINANCE FUND (PRI LOAN): TO CAPITALIZE A LOAN FUND FOR CALIFORNIA HUMAN SERVICES PROVIDERS AND HEALTH CENTERS THAT ARE DEVELOPING NEW WAYS TO EXPAND PREVENTIVE PROGRAMS AND COMMUNITY-BASED CARE, AS WELL AS FORGING INNOVATIVE PARTNERSHIPS WITH HOSPITAL SYSTEMS.
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc1CPCA VENTURES (PRI LOAN): TO PROVIDE COVID-19 EMERGENCY RELIEF FUNDS TO COMMUNITY HEALTH CENTERS IN CALIFORNIA.
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc2COMMUNITY VISION CAPITAL & CONSULTING FW2.0 (PRI LOAN): TO PROVIDE FINANCING TO SUPPORT THE FRESHWORKS PROGRAM TO FINANCE AND SUPPORT A ROBUST PIPELINE OF HEALTHY FOOD ACCESS IN KEY REGIONS IN CALIFORNIA.
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt4TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED.
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt6TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED.
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt11TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt12TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt13TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt14TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt15TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt0AMERICAN FEDERATION OF LABOR AND CONGRESS
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt1AMERICAN FEDERATION OF LABOR AND CONGRESS
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt2CALIFORNIA ASSOCIATION OF PUBLIC HOSPITAL
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt3CALIFORNIA ASSOCIATION OF PUBLIC HOSPITAL
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt4COUNTY HEALTH EXECUTIVES ASSOCIATION OF CALIFORNIA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt5EDUCATION FIRST CONSULTING LLC
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt6FERNANDENO TATAVIAM BAND OF MISSION INDIANS
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt7LINCOLN INSTITUTE OF LAND POLICY
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt8MARGA INCORPORATED
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt9MATCH LLC
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt10MCCLATCHY NEWSPAPERS INC
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt11MCCLATCHY NEWSPAPERS INC
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt12MDF FUND I LP
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt13SIGMA BETA XI INC
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt14SIGMA BETA XI INC
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt15THE STERLINGTON CONSULTING GROUP INCORPORATED
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt010/31/2019, 06/30/2020, 02/28/2021
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt11/31/2021
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt2NO REPORT YET
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt312/31/2020
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt4NO REPORT YET
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt54/30/2020
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt6NO REPORT YET
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt710/31/2020
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt807/31/2020, 03/31/2021
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt906/30/2020, 09/30/2020, 12/31/2020, 03/31/2021
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt1003/31/2020, 11/30/2020
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt1111/30/2020
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt12NO REPORT YET
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt1311/30/2020
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt14NO REPORT YET
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt1504/30/2020, 12/31/2020
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt325000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt4102565
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt582500
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt62333334
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt7119327
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt8100000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt914641
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt10294912
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt3150000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt485000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt525000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt625000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt7400000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt8110000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt93500000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt10173556
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt11100000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt12200000
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt14100000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt15380000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt02019-01-14
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt12019-12-17
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt22020-11-30
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt32019-11-15
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt42020-09-16
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt52019-10-03
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt62021-02-22
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt72019-12-09
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt82019-10-10
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt92017-08-28
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt102019-07-01
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt112019-09-06
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt122021-02-01
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt132020-02-26
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt142021-01-25
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt152019-07-15
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt0IMPROVING COMMUNITY HEALTH THROUGH RESIDENT LEADERSHIP DEVELOPMENT: TO BUILD THE LEADERSHIP CAPACITY OF RESIDENTS AND ORGANIZATIONAL PARTNERS IN SANTA ANA TO INTEGRATE HEALTH INTO CAMPAIGNS RELATED TO THE BUILT ENVIRONMENT, ACCESS TO HEALTH AND COMMUNITY SAFETY.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt1ADVANCING HEALTH AND RACIAL EQUITY SYSTEMS: TO BUILD COLLECTIVE CAPACITY OF KEY STAKEHOLDERS IN RESIDENT ORGANIZING, GOVERNMENT, EDUCATION AND PHILANTHROPY TO REALIZE RACIALLY EQUITABLE SYSTEMS CHANGE FOR HEALTH AND JUSTICE IN THE SALINAS VALLEY AND MONTEREY COUNTY.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt2IMPROVING ACCESS TO HEALTH THROUGH PUBLIC HEALTH SYSTEMS: TO SUPPORT NON-LOBBYING ADVOCACY, TECHNICAL ASSISTANCE AND EDUCATION EFFORTS TO EXPAND AND IMPROVE ACCESS TO HEALTH CARE FOR ALL IN CALIFORNIA.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt3IMPROVING ACCESS TO HEALTH THROUGH PUBLIC HEALTH SYSTEMS: TO SUPPORT NON-LOBBYING ADVOCACY, TECHNICAL ASSISTANCE AND EDUCATION EFFORTS TO EXPAND AND IMPROVE ACCESS TO HEALTH CARE FOR ALL IN CALIFORNIA.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt4SUPPORTING COUNTY INFRASTRUCTURE FOR IMPROVED HEALTH: TO SUPPORT INFRASTRUCTURE TO UPLIFT COMMUNITY ISSUES THROUGH AN INCLUSIVE PUBLIC HEALTH LENS ADDRESSING THE SOCIAL DETERMINANTS OF HEALTH IN CALIFORNIA.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt5ADVANCING STUDENT HEALTH IN CALIFORNIA: TO ADVANCE EDUCATION OUTCOMES THROUGH ALIGNED FUNDER EFFORTS WITH AN EQUITY FOCUS THAT WILL LEAD TO IMPROVEMENTS IN THE LIFELONG HEALTH OUTCOMES OF CALIFORNIA STUDENTS.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt6BUILDING CAPACITY TO ADVANCE HEALING, RESILIENCE AND HEALTH OUTCOMES: TO BUILD CAPACITY TO ENGAGE IN SYSTEMS-LEVEL ANALYSIS TO ADVANCE HEALING, RESILIENCE AND HEALTH OUTCOMES FOR NATIVE AMERICAN PEOPLE IN NORTHERN LOS ANGELES COUNTY.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt7CENTER FOR COMMUNITY INVESTMENT - ADVANCING COMMUNITY HEALTH IN CALIFORNIA: TO ADVANCE HEALTH SYSTEM INVESTMENTS IN PREVENTION AND UPSTREAM DETERMINANTS OF HEALTH IN CALIFORNIA.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt8RACE AND EQUITY IN PHILANTHROPY - ADVANCING HEALTH IN CALIFORNIA: TO ENGAGE PHILANTHROPIC PEER EXCHANGES IN SUPPORT OF HEALTH, EQUITY AND INCLUSION FOR ALL IN CALIFORNIA.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt9LOS ANGELES METRO AFFORDABLE TRANSIT CONNECTED HOUSING PROGRAM: TO PROVIDE FINANCING TO PRESERVE AND INCREASE THE SUPPLY OF AFFORDABLE HOUSING IN COMMUNITIES THAT ARE NEAR EXISTING AND PROPOSED TRANSIT NODES THROUGHOUT LOS ANGELES COUNTY.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt10THE SACRAMENTO BEE - REPORTING ON COMMUNITY HEALTH ISSUES: TO SUPPORT REPORTING ON COMMUNITY HEALTH AND HEALTH POLICY ISSUES IN SACRAMENTO THAT IMPACT THE HEALTH OF CALIFORNIA'S DIVERSE COMMUNITIES.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt11THE FRESNO BEE - SHARING HEALTH-RELATED STORIES: TO SUPPORT THE ADVANCEMENT OF HEALTH-RELATED STORIES FOCUSED ON THE SOCIAL DETERMINANTS OF HEALTH IN THE LOCAL NEWSPAPER SERVICING MOST OF THE CENTRAL VALLEY.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt12IMPROVING HEALTH EQUITY IN SAN DIEGO: TO CREATE ALIGNED INVESTMENT STRUCTURES THAT CAN MOBILIZE PRIVATE CAPITAL IN CULTURALLY SENSITIVE WAYS INTO COMMUNITY-DRIVEN SOLUTIONS THAT ADVANCE INCLUSIVE ECONOMIC OPPORTUNITY AND HEALTH EQUITY, WITH A FOCUS ON THE GREATER SAN DIEGO REGION AND A GOAL OF EXPANDING THROUGHOUT CALIFORNIA.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt13STRENGTHENING HEALTH-PROMOTING SCHOOL CLIMATES: TO ELIMINATE SOCIAL DETERMINANT FACTORS THAT NEGATIVELY IMPACT HEALTH OUTCOMES AND TO STRENGTHEN HEALTH-PROMOTING CAMPUS CLIMATES TO IMPROVE HEALTH AND WELL-BEING FOR YOUTH IN THE INLAND EMPIRE.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt14BUILDING COLLECTIVE RESILIENCY FOR HEALTH AND RACIAL EQUITY: TO SUPPORT BASIC NEEDS AND CONTINUED ADVOCACY TO ADVANCE THE HEALTH AND RACIAL EQUITY OF YOUTH OF COLOR AND THEIR FAMILIES MOST IMPACTED BY THE EFFECTS OF COVID-19 IN RIVERSIDE AND SAN BERNARDINO COUNTIES.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt15SUPPORTING SCHOOL WELLNESS PROJECTS: TO SUPPORT PARENT-LED WELLNESS PROJECTS IN HOOVER CLUSTER SCHOOLS, AND PARENT ENGAGEMENT IN DISTRICT-LEVEL STRATEGIC PLANNING FOR FAMILY AND COMMUNITY ENGAGEMENT POLICY DEVELOPMENT AND ADVOCACY IN CITY HEIGHTS, SAN DIEGO.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt0TO THE KNOWLEDGE OF THE GRANTOR, NO FUND HAVE BEEN DIVERTED TO ANY ACTIVITY OTHER THAN THE ACTIVITY FOR WHICH THE GRANT WAS ORIGINALLY MADE. THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt1TO THE KNOWLEDGE OF THE GRANTOR, NO FUND HAVE BEEN DIVERTED TO ANY ACTIVITY OTHER THAN THE ACTIVITY FOR WHICH THE GRANT WAS ORIGINALLY MADE. THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt2TO THE KNOWLEDGE OF THE GRANTOR, NO FUND HAVE BEEN DIVERTED TO ANY ACTIVITY OTHER THAN THE ACTIVITY FOR WHICH THE GRANT WAS ORIGINALLY MADE. THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt3TO THE KNOWLEDGE OF THE GRANTOR, NO FUND HAVE BEEN DIVERTED TO ANY ACTIVITY OTHER THAN THE ACTIVITY FOR WHICH THE GRANT WAS ORIGINALLY MADE. THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt4TO THE KNOWLEDGE OF THE GRANTOR, NO FUND HAVE BEEN DIVERTED TO ANY ACTIVITY OTHER THAN THE ACTIVITY FOR WHICH THE GRANT WAS ORIGINALLY MADE. THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt5TO THE KNOWLEDGE OF THE GRANTOR, NO FUND HAVE BEEN DIVERTED TO ANY ACTIVITY OTHER THAN THE ACTIVITY FOR WHICH THE GRANT WAS ORIGINALLY MADE. THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt6TO THE KNOWLEDGE OF THE GRANTOR, NO FUND HAVE BEEN DIVERTED TO ANY ACTIVITY OTHER THAN THE ACTIVITY FOR WHICH THE GRANT WAS ORIGINALLY MADE. THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt7TO THE KNOWLEDGE OF THE GRANTOR, NO FUND HAVE BEEN DIVERTED TO ANY ACTIVITY OTHER THAN THE ACTIVITY FOR WHICH THE GRANT WAS ORIGINALLY MADE. THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt8TO THE KNOWLEDGE OF THE GRANTOR, NO FUND HAVE BEEN DIVERTED TO ANY ACTIVITY OTHER THAN THE ACTIVITY FOR WHICH THE GRANT WAS ORIGINALLY MADE. THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt9TO THE KNOWLEDGE OF THE GRANTOR, NO FUND HAVE BEEN DIVERTED TO ANY ACTIVITY OTHER THAN THE ACTIVITY FOR WHICH THE GRANT WAS ORIGINALLY MADE. THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt10TO THE KNOWLEDGE OF THE GRANTOR, NO FUND HAVE BEEN DIVERTED TO ANY ACTIVITY OTHER THAN THE ACTIVITY FOR WHICH THE GRANT WAS ORIGINALLY MADE. THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt11TO THE KNOWLEDGE OF THE GRANTOR, NO FUND HAVE BEEN DIVERTED TO ANY ACTIVITY OTHER THAN THE ACTIVITY FOR WHICH THE GRANT WAS ORIGINALLY MADE. THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt12TO THE KNOWLEDGE OF THE GRANTOR, NO FUND HAVE BEEN DIVERTED TO ANY ACTIVITY OTHER THAN THE ACTIVITY FOR WHICH THE GRANT WAS ORIGINALLY MADE. THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt13TO THE KNOWLEDGE OF THE GRANTOR, NO FUND HAVE BEEN DIVERTED TO ANY ACTIVITY OTHER THAN THE ACTIVITY FOR WHICH THE GRANT WAS ORIGINALLY MADE. THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt14TO THE KNOWLEDGE OF THE GRANTOR, NO FUND HAVE BEEN DIVERTED TO ANY ACTIVITY OTHER THAN THE ACTIVITY FOR WHICH THE GRANT WAS ORIGINALLY MADE. THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt15TO THE KNOWLEDGE OF THE GRANTOR, NO FUND HAVE BEEN DIVERTED TO ANY ACTIVITY OTHER THAN THE ACTIVITY FOR WHICH THE GRANT WAS ORIGINALLY MADE. THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt0309 NORTH RAMPART STREET SUITE A
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt1931 EAST MARKET STREET
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt270 WASHINGTON STREET SUITE 215
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt370 WASHINGTON STREET SUITE 215
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt41127 11TH STREET SUITE 806
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt5PO BOX 22871
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt61019 SECOND STREET
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt7740 15TH STREET NW SUITE 900
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt8PO BOX 4565
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt950 CALIFORNIA STREET SUITE 2900
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt102100 Q STREET
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt112100 Q STREET
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt122245 SAN DIEGO AVENUE SUITE 121
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt1314340 ELSWORTH STREET SUITE B112
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt1414340 ELSWORTH STREET SUITE B112
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt156523 ELDRIDGE STREET
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm0ORANGE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm1SALINAS
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm2OAKLAND
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm3OAKLAND
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm4SACRAMENTO
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm5SEATTLE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm6SAN FERNANDO
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm7WASHINGTON
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm8NEW YORK
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm9SAN FRANCISCO
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm10SACRAMENTO
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm11SACRAMENTO
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm12SAN DIEGO
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm13MORENO VALLEY
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm14MORENO VALLEY
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm15SAN DIEGO
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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF, PART IX-A, LINE 1
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc1FORM 990-PF, PART IX-A, LINE 2
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc2FORM 990-PF, PART IX-A, LINE 3
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc3FORM 990-PF, PART IX-A, LINE 4
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0SUMMARY OF DIRECT CHARITABLE ACTIVITIES
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt1SUMMARY OF DIRECT CHARITABLE ACTIVITIES
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt2SUMMARY OF DIRECT CHARITABLE ACTIVITIES
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt3SUMMARY OF DIRECT CHARITABLE ACTIVITIES
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0(1) CENTER FOR HEALTHY COMMUNITIES AT THE CALIFORNIA ENDOWMENTTHE CENTER FOR HEALTHY COMMUNITIES (THE CENTER) IS COMPRISED OF VENUES IN LOS ANGELES, OAKLAND, AND SACRAMENTO, PROVIDING MEETING SPACES TO MOBILIZE COMMUNITY AND CIVIC LEADERS, HEALTH PROVIDERS, ADVOCATES AND POLICYMAKERS IN THE SEARCH FOR SOLUTIONS TO CALIFORNIA'S CRITICAL HEALTH AND HEALTHCARE ISSUES.THE CENTER OFFERS A VARIETY OF PROGRAMS AND SERVICES THROUGHOUT CALIFORNIA, INCLUDING CONFERENCE CENTERS, AND RESEARCH AND TRAINING FACILITIES. BY COMBINING ALL THESE RESOURCES IN ONE ACCESSIBLE LOCATION, THE CENTER AIMS TO BECOME THE PREMIER VENUE FOR ACTIVITIES ADDRESSING CALIFORNIA'S HEALTH CALLENGES, AND A LAUNCH PAD FOR COLLABORATIVE ACTION.THE CENTER PROVIDES:- MEETING SPACES AVAILABLE FREE OF CHARGE, FOR QUALIFIED NONPROFIT ORGANIZATIONS WHOSE PROGRAMS ADVANCE THE CALIFORNIA ENDOWMENT'S MISSION TO EXPAND ACCESS TO AFFORDABLE, QUALITY HEALTH CARE FOR UNDERSERVED INDIVIDUALS AND COMMUNITIES, AND TO PROMOTE FUNDAMENTAL IMPROVEMENTS IN THE HEALTH STATUS OF ALL CALIFORNIANS.- PUBLIC EVENT MANAGEMENT SERVICES INCLUDING EVENT SUPPORT, EVENT PUBLICITY AND AUDIENCE MANAGEMENT- ONLINE LEARNING COMMUNITYDURING THE COVID-19 PANDEMIC, THE CENTER RETAINED ALL ITS STAFF AND FACILITY CAPACITIES.
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt1(2) MEDIA CAMPAIGNS BY THE CALIFORNIA ENDOWMENT - M. ENTERTAINMENTM. ENTERTAINMENT PROVIDED THE MEDIA-BUY SERVICES TO THE CALIFORNIA ENDOWMENT (TCE) INCLUDING THE FOLLOWING CAMPAIGNS:"HEALTH4ALL - STRONGER CALIFORNIA" - ULTILIZING LED VIDEO TRUCKS, VIDEO ADS, DISPLAYS, BANNERS AND RADIO ADS IN BAY AREA/SAN FRANCISCO AND OAKLAND, AND LOS ANGELES AREAS."L. A. PUBLIC HEALTH" - RADIO ADS IN LOS ANGELES AREA"COVID-19/POLICE ACCOUNTABILITY/BLM" - BILLBOARDS IN BAY AREA, LOS ANGELES AND SACRAMENTO"MASK" - BILLBOARDS, BUS SHELTERS AND RADIO ADS IN BAY AREA, LOS ANGELES AND FRESNO"GET THE VOTE OUT" - BILLBOARDS AND DIGITAL SOCIAL MEDIA ADS IN EAST LOS ANGELES AND INLAND EMPIRE "CENSUS 2020" - ON DIGITAL SOCIAL MEDIA CALIFORNIA STATEWIDE"MASK COVID-19" - ON RADIOS, BILLBOARDS, AND DIGITAL SOCIAL MEDIA IN INLAND EMPIRE, CENTRAL VALLEY, BAY AREA, SOUTHERN CALIFORNIA AND SACRAMENTO AREAS."TESTING" - ON LED TRUCKS IN OAKLAND AREA"MASK, VOTE" - DIGITAL SOCIAL MEDIA BOOSTING CALIFORNIA STATEWIDE"MASK, HEALTH" - DIGITAL BANNER ADS IN INLAND EMPIRE AND CENTRAL VALLEY"VOTE" - SOCIAL MEDIA VIDEOS CALIFORNIA STATEWIDE"ESSENTIAL WORKERS THANK YOU VIDEO" - VIDEOS ON SOCIAL MEDIA OUTLETS, LOS ANGELES AND CENTRAL VALLEY"MASK 2021" - MOBILE, OTT, RADIO AND SOCIAL MEDIA ADS IN BAY AREA, LOS ANGELES AND INLAND EMPIRE"COVID VACCINE" - VIDEO BOOSTING ON MOBILE, OTT, RADIO AND SOCIAL MEDIA IN BAY AREA, LOS ANGELES, AND INLAND EMPIRE"COVID VACCINE" - MOBILE, OTT, RADIO, SOCIAL MEDIA VIDEO ADS AND DIRECT PUBLISHING IN TRIBAL LANDS OF FRESNO, HUMBOLDT COUNTY AND INLAND EMPIRE"MASK" - MOBILE, OTT, RADIO AND SOCIAL MEDIA VIDEO ADS IN BAY AREA, LOS ANGELES AND INLAND EMPIRE
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt2(3) THE RIOS COMPANYTHE CALIFORNIA ENDOWMENT (TCE) ENGAGED THE RIOS COMPANY MAINLY FOR THE FOLLOWING TWO PROJECTS:CENSUS 2020:PROVIDING STRATEGIC DIRECTION FOR TCE'S CENSUS 2020 CAMPAIGN, ASSISTING TCE TO DEVELOP A SHARED MESSAGE OF THE IMPORTANCE AND IMPACT OF THE U.S. CENSUS 2020 COUNT. COORDINATE WITH CENSUS PARTNERS IN CENTRAL VALLEY, SAN DIEGO AND INLAND EMPIRE FOR OUTREACH AND EDUCATION THROUGH LOCAL MEDIA AND LEND COMMUNICATION SUPPORT WHERE APPROPRIATE. CREATIVE DESIGN AND PRODUCTION OF TRADITIONAL AND DIGITAL RADIO/PSA SPOTS, DIGITAL AND PRINT ADS, AS NEEDED FOR MEDIA BUYS. DESIGN, DEVELOP AND MANAGE A MICROSITE TO SERVE AS A STORAGE SITE FOR CENSUS 2020 CREATIVE MATERIALS WITH EASY ACCESS FOR STORAGE AND USAGE.COMMUNICATING EFFORTS TO ADVANCE POWER, PEOPLE AND HEALTH:MANAGEMENT AND MAINTENANCE OF A MEDIA STORAGE SYSTEM DEVELOPED FOR ALL HEALTHY COMMUNITIES' CREATIVE ASSETS, INCLUDING SITE PHOTOS, VIDEOS, NEWSPAPER ARTICLES, REPORTS, ETC. WITH EASY ACCESS FOR ALL USERS. COORDINATE WITH ALL COMMUNITY PHOTOGRAPHERS AND VIDEOGRAPHERS TO ENSURE THAT ALL STORYTELLING MATERIALS ARE COLLECTED AND UPLOADED INTO THE STORAGE SOFTWARE AND CATEGORIZED CORRECTLY, INCLUDING ALL ARTWORK, IMAGES, REPORTS, FLYERS, ADS, PPT'S, MEDIA, BILLBOARDS, AND OTHER COMMUNICATION EFFORTS.COORDINATED MEDIA BUYS INCLUDE: "COVID-19-PUBLIC HEALTH" - PRINT ADS ON LA TIMES, SAN FRANCISCO CHRONICLE AND SACRAMENTO BEE"RACE AND RACISM" - PRINT ADS ON LA TIMES, SAN FRANCISCO CHRONICLE, SACRAMENTO BEE, FRESNO BEE AND PRESS ENTERPRISE OF RIVERSIDE COUNTY"COVID-19 - I WEAR A MASK" - BULLETIN BOARD ADS IN MERCED, KERN, STANISLAUS, SAN DIEGO, DEL NORTE COUNTIES, AS WELL AS IN INDIO/COACHELLA, AND LOS ANGELES BOYLE HEIGHTS AREAS"CENSUS 2020" - SPANISH AND ENGLISH RADIO ADS IN THE CENTRAL VALLEY, KERN COUNTY, BAKERSFIELD, FRESNO, VISALIA, TULARE, MERCED, INLAND EMPIRE, MODESTO, STOCKTON, PALM SPRINGS, STANISLAUS, SAN DIEGO, DEL NORTE, INDIO, COACHELLA, EL CENTRO, RIVERSIDE, IMPERIAL VALLEY, AND HUMBOLDT COUNTIES AND AREAS."COVID-19 CAMPAIGN" - RADIO ADS OF 60-SECOND SPOT, YOUTUBE VIDEO ADS, CALIFORNIA STATEWIDE IN ENGLISH, SPANISH, HMONG AND PUNJABI LANGUAGES
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt3(4) PROVIDENCE HEALTH & SERVICES - OREGON DBA PROVIDENCE PORTLAND MEDICAL CENTER, DEPARTMENT OF CENTER FOR OUTCOMES RESEARCH AND EDUCATIONCONTINUATION OF THE THREE-YEAR PROJECT (STARTED IN OCTOBER 2018 AND EXTENDED TO JUNE 2021) WITH PROVIDENCE HEALTH & SERVICES - OREGON TO ASSESS THE IMPACT OF THE CALIFORNIA ENDOWMENT'S PAST WORK AND SUPPORT THE DEVELOPMENT OF ITS FUTURE WORK, ESP. FOR THE NEXT TEN YEARS (2021-2031).SCOPE OF WORK - SUMMARY:CREATE AND EMPLOY A SET OF RESOURCES DESIGNED TO INTEGRATE WITH AND SUPPORT ONGOING EVALUATION OF THE BUILDING HEALTHY COMMUNITIES (BHC) INITIATIVE, A 10-YEAR INITIATIVE LAUNCHED BY THE CALIFORNIA ENDOWMENT (TCE) IN 2010 TO HELP COMMUNITIES IMPROVE HEALTH EQUITY THROUGH SEVERAL KEY DRIVERS OF CHANGE: BUILDING POWER, ADVANCING STATEWIDE POLICY AND SYSTEM CHANGE, AND SHIFTING DOMINANT CULTURAL NARRATIVES TO ONES OF INCLUSION AND VALUE FOR HISTORICALLY EXCLUDED COMMUNITIES. USE THE DATA COMPILED TO SUPPORT BHC EVALUATION TO CREATE REPORTING AND ANALYTIC ASSETS THAT CAN HELP TCE ASSESS THE STATEWIDE LANDSCAPE AROUND KEY MEASURES, IDENTIFY OPPORTUNITIES TO INTERVENE, LEVERAGE THE KNOWLEDGE GAINED THROUGH THE BHC EVALUATION TO NARROW IN ON THE MOST EFFECTIVE APPROACHES, AND TARGET ITS FUTURE INVESTMENTS ACCORDINGLY.KEY TASKS:OVERSIGHT & COORDINATION OF EVALUATION EFFORTS; DATA AGGREGATION & INTEGRATED DATA PLATFORM BUILD; CONTENT ANALYSIS OF NARRATIVE DATA; PARTNERSHIP SURVEY; NARRATIVE CHANGE ASSESSSMENT; DATA ANALYTICS FOR QUANTITATIVE IMPACT ANALYSIS; TECHNICAL ASSISTANCE FOR IMPROVED MONITORING AND LEARNING (ADDED NEW WITH THE CONTRACT EXTENSION).
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm25ANTHEM INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm26APOLLO MANAGEMENT HOLDING 144A
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm27APPLEBEE'S FUNDIN 1A A2II 144A
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm28ARAMARK SERVICES INC 144A
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm29ARBYS FUNDING LLC 1A A2 144A
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm30ARDAGH PACKAGING FINANCE 144A
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm31ARES FINANCE CO II LLC 144A
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm32ARIZONA PUBLIC SERVICE CO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm33ASCEND LEARNING 10/20
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm34ASPECT SOFTWARE 2/19 EXIT TL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm35ASSET BACKED SECURITIES HE1 M1
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm36ASSURANT INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm37AT&T INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm38AVANTOR FUNDING INC 144A
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm39BAE SYSTEMS PLC 144A
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm40BAKER HUGHES A GE CO LLC / BAK
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm41BALL CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm42BANCORP COMMERCIAL CR3 AS 144A
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm43BANK 2017-BNK8 BNK8 AS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm44BANK 2019-BNK23 BN23 AS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm45BANK OF AMERICA CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm46BANK OF AMERICA CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm47BANK OF NEW YORK MELLON CORP/T
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm48BEAR STEARNS ASSET BACK HE9 3A
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm49BELROSE FUNDING TRUST 144A
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm50BENCHMARK 2018-B2 MORTGA B2 A5
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm51BENCHMARK 2018-B6 MORTGA B6 AS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm52BENCHMARK 2018-B8 MORTGA B8 AS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm53BENCHMARK 2019-B10 MORT B10 XA
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm54BIFM/BROOKFIELD GLOBAL 5/19
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm55BOARDWALK PIPELINES LP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm56BOEING CO/THE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm57BOSTON SCIENTIFIC CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm58BOXER PARENT CO INC 144A
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm59BP CAPITAL MARKETS PLC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm60BRITISH AIRWAYS 2020-1 CL 144A
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm61BROADCOM INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm62BROADCOM INC 144A
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm63BROOKFIELD FINANCE INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm64BROOKFIELD FINANCE LLC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm65BX COMMERCIAL MORTG FOX A 144A
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm66BXMT 2020-FL3 LTD FL3 C 144A
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm67CALIFORNIA INSTITUTE OF TECHNO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm68CAPITAL ONE FINANCIAL CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm69CAPMARK MILITARY H ROBS A 144A
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm70CARMAX AUTO OWNER TRUST 20 4 C
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm71CARPENTER TECHNOLOGY CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm72CARRIER GLOBAL CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm73CARS-DB4 LP 1A A6 144A
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm74CASCADE FUNDING MOR RM2 A 144A
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm75CASTLELAKE AIRCRAFT SECURI 1 A
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm76CCO HOLDINGS LLC / CCO HO 144A
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm77CDW LLC / CDW FINANCE CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm78CENTENE CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm79CERBERUS LOAN FUNDIN 1A A 144A
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm80CERBERUS LOAN FUNDIN 2A A 144A
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm81CERBERUS LOAN FUNDIN 3A A 144A
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm82CF HIPPOLYTA LLC 1 B1 144A
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm83CHARLES RIVER LABORATORIE 144A
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm84CHARLES SCHWAB CORP/THE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm85CHARTER COMMUNICATIONS OPERATI
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm86CHARTER NEX 12/20 COV-LITE TL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm87CHENIERE CORPUS CHRISTI HLDGS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm88CHENIERE CORPUS CHRISTI HOLDIN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm89CHG HEALTHCARE 12/17 COV-LITE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm90CHOICE HOTELS INTERNATIONAL IN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm91CIM TRUST 2021-J1 J1 A1 144A
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm92CIT MORTGAGE LOAN TR 1 1A 144A
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm93CITADEL SECURITIES 1/21 TLB
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm94CITIGROUP COMMERCI SMRT A 144A
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm95CITIGROUP COMMERCIA PRM A 144A
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm96CITIGROUP INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm97CITIGROUP INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm98CITIZENS FINANCIAL GROUP INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm99CLEARWAY ENERGY OPERATING 144A
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm100CNO FINANCIAL GROUP INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm101COLD STORAGE TRUST ICE5 A 144A
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm102COMCAST CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm103CONSTELLATION BRANDS INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm104CORP NACIONAL DEL COBRE D 144A
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm105COSTAR GROUP INC 144A
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm106CREDIT SUISSE GROUP AG 144A
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm107CREDIT-BASED ASSET SERV CB2 AV
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm108CROWDSTRIKE HOLDINGS INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm109CROWN CASTLE INTERNATIONAL COR
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm110CSC HOLDINGS LLC 144A
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm111CSMC 2020-RPL5 TR RPL5 A1 144A
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm112CUSHMAN & WAKEFIELD US BO 144A
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm113CVS HEALTH CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm114CWABS ASSET-BACKED CERT 15 MV5
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm115DAVITA INC 144A
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm116DELTA AIR LINES INC / SKY 144A
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm117DELTA AIR LINES INC 144A
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm118DEUTSCHE ALT-A SECURITI OA2 A1
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm119DOMINION ENERGY INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm120DR HORTON INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm121DRYDEN 33 SENIOR 33A BR3 144A
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm122DRYDEN 37 SENIOR LO 37A Q 144A
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm123DUFF & PHELPS 4/20 (USD) COV-L
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm124DUKE REALTY LP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm125DUPONT DE NEMOURS INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm126ELANCO ANIMAL HEALTH 8/20 COV-
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm127ENDO LUXEMBOURG FINANCE C 144A
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm128ENERGY TRANSFER LP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm129EQUITABLE HOLDINGS INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm130EQUITABLE HOLDINGS INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm131EVEREST REINSURANCE HOLDINGS I
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm132EXELON CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm133FAIRFAX FINANCIAL HOLDING 144A
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm134FALCON AEROSPACE LTD 1 A 144A
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm135FDF II LTD 2A A 144A
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm136FERGUSON FINANCE PLC 144A
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm137FHLMC POOL #QA-7336
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm138FHLMC POOL #QA-7479
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm139FHLMC POOL #QB-0098
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm140FHLMC POOL #QN-0437
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm141FHLMC POOL #RA-2314
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm142FHLMC POOL #SB-0240
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm143FHLMC POOL #WA-2500
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm144FIDELITY NATIONAL FINANCIAL IN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm145FILTRATION GROUP 3/18 (USD) TL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm146FIRST AMERICAN FINANCIAL CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm147FIRST REPUBLIC BANK/CA
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm148FIRSTKEY REVOLVING 20-C2 144A
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm149FLOWSERVE CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm150FNMA GTD REMIC P/T 20-M23 X1
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm151FNMA POOL #0AL7118
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm152FNMA POOL #0AL7936
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm153FNMA POOL #0AN6433
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm154FNMA POOL #0AN6434
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm155FNMA POOL #0AN7141
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm156FNMA POOL #0AN7503
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm157FNMA POOL #0AN8398
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm158FNMA POOL #0AN9573
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm159FNMA POOL #0AS3448
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm160FNMA POOL #0BO5415
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm161FNMA POOL #0CA4427
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm162FNMA POOL #0CA4558
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm163FNMA POOL #0FM1493
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm164FORD CREDIT FLOORPLAN MAS 1 A1
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm165FORD CREDIT FLOORPLAN MAST 2 A
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm166FORD MOTOR CO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm167FORTRESS CREDIT O 11A A1T 144A
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm168FORTRESS CREDIT OP 9A A1T 144A
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm169FOX CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm170FREDDIE MAC MILITAR R1 B1 144A
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm171FREDDIE MAC STACR DNA1 M1 144A
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm172FREDDIE MAC STACR DNA5 M1 144A
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm173FREDDIE MAC STACR DNA6 M1 144A
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm174FREDDIE MAC STRUC DNA2 M1 144A
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm175FRESB 2019-SB59 MORT SB59 A10F
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm176GALAXY PIPELINE ASSETS BI 144A
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm177GARTNER INC 144A
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm178GATX CORP

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,652,654,328
Liabilities
$354,613,320
Net assets
$4,298,041,008
Revenue
$306,332,660
Expenses
$215,488,654
Net income
$90,844,006
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4,458$504$3,954$145$183$37.3
2023Detailed filing. Detailed filing data is available for this year.$4,319$531$3,788$362$418$56.0
2022Detailed filing. Detailed filing data is available for this year.$4,754$333$4,422$462$213$249
2021Detailed filing. Detailed filing data is available for this year.$4,653$355$4,298$306$215$90.8
2020Detailed filing. Detailed filing data is available for this year.$3,447$116$3,331$281$203$77.6
2019Detailed filing. Detailed filing data is available for this year.$3,810$114$3,695$235$232$3.59
2018Detailed filing. Detailed filing data is available for this year.$3,829$96.5$3,732$256$243$13.3
2017Detailed filing. Detailed filing data is available for this year.$3,667$63.6$3,604$194$214$19.9
2016Detailed filing. Detailed filing data is available for this year.$3,485$83.8$3,402$201$242$40.4
2015Detailed filing. Detailed filing data is available for this year.$3,768$70.2$3,698$203$223$20.2
2014Detailed filing. Detailed filing data is available for this year.$3,668$99.3$3,569$209$294$85.1
2013Detailed filing. Detailed filing data is available for this year.$3,562$170$3,393$218
2012Detailed filing. Detailed filing data is available for this year.$3,661$371$3,290$165
2011Summary only. Only limited summary data is available for this year.$3,745$351$248$247$1.57
2010Detailed filing. Detailed filing data is available for this year.$3,622$523$3,099$135