SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2020
Open to Public Inspection
Name of the organization
KAISER FOUNDATION HOSPITALS
 
Employer identification number

94-1105628
Part I
Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Total income


(e)
End-of-year assets


(f)
Direct controlling
entity

(1) MAUI HEALTH SYSTEM A KAISER FOUNDATION
ONE KAISER PLAZA 15L
OAKLAND,CA94612
81-1559375
HEALTH CARE HI 347,631,112 179,828,362 KFH
 
(2) KAISER PERMANENTE VENTURES LLC SERIES A
ONE KAISER PLAZA 15L
OAKLAND,CA94612
27-2252521
INVESTMENT DE 3,028,452 103,088,628 KFH
 
(3) KAISER PERMANENTE VENTURES LLC SERIES C
ONE KAISER PLAZA 15L
OAKLAND,CA94612
47-2924619
INVESTMENT DE 4,529,061 43,405,178 KFH
 
(4) KAISER PERMANENTE VENTURES LLC SERIES E
ONE KAISER PLAZA 15L
Oakland,CA94612
84-2190194
INVESTMENT DE 0 22,528,429 KFH
 




Part II
Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Exempt Code section


(e)
Public charity status
(if section 501(c)(3))

(f)
Direct controlling
entity

(g)
Section 512(b)(13) controlled entity?
Yes No
(1)KAISER FOUNDATION HEALTH PLAN INC
ONE KAISER PLAZA 15L

OAKLAND,CA94612
94-1340523
HEALTH CARE CA 501(C)(3) 10 NA
 
 
No
(2)KAISER FOUNDATION HEALTH PLAN OF CO
ONE KAISER PLAZA 15L

OAKLAND,CA94612
84-0591617
HEALTH CARE CO 501(c)(3) 10 KFHP INC
 
Yes
 
(3)KAISER FOUNDATION HEALTH PLAN OF GA INC
ONE KAISER PLAZA 15L

OAKLAND,CA94612
58-1592076
HEALTH CARE GA 501(c)(3) 10 KFHP INC
 
Yes
 
(4)KAISER FOUNDATION HEALTH PLAN OF THE MAS
ONE KAISER PLAZA 15L

OAKLAND,CA94612
52-0954463
HEALTH CARE MD 501(c)(3) 10 KFHP INC
 
Yes
 
(5)KAISER FOUNDATION HEALTH PLAN OF THE NW
ONE KAISER PLAZA 15L

OAKLAND,CA94612
93-0798039
HEALTH CARE OR 501(c)(3) 10 KFHP INC
 
Yes
 
(6)KAISER FDN HEALTH PLAN OF WASHINGTON
ONE KAISER PLAZA 15L

OAKLAND,CA94612
91-0511770
HEALTH CARE WA 501(c)(3) 3 KFHPW HLDING
 
Yes
 
(7)KAISER HOSPITAL ASSET MANAGEMENT INC
ONE KAISER PLAZA 15L

OAKLAND,CA94612
94-3299125
ASSET MGT CA 501(c)(3) 12-I KFH
 
Yes
 
(8)KAISER HEALTH PLAN ASSET MANAGEMENTINC
ONE KAISER PLAZA 15L

OAKLAND,CA94612
94-3299124
ASSET MGT CA 501(c)(3) 12-I KFHP INC
 
Yes
 
(9)CAMP BOWIE SERVICE CENTER
ONE KAISER PLAZA 15L

OAKLAND,CA94612
94-3299123
ADMIN CA 501(c)(3) 12-I KFHP INC
 
Yes
 
(10)LOKAHI ASSURANCE LTD
ONE KAISER PLAZA 15L

OAKLAND,CA94612
91-2171891
WC PLACEMENT HI 501(c)(3) 12-I KFHP INC
 
Yes
 
(11)1800 HARRISON FOUNDATION
ONE KAISER PLAZA 15L

OAKLAND,CA94612
94-3317484
FINANCING CA 501(c)(3) 12-I KFHP INC
 
Yes
 
(12)KAISER HOSPITAL ASSISTANCE CORPORATION
ONE KAISER PLAZA 15L

OAKLAND,CA94612
31-1779500
FINANCING CA 501(c)(3) 12-I KFH
 
Yes
 
(13)KAISER HEALTH ALTERNATIVES
ONE KAISER PLAZA 15L

OAKLAND,CA94612
93-0954562
HEALTH CARE OR 501(C)(3) 10 KFHP INC
 
Yes
 
(14)KP BERNARD J TYSON SCHOOL OF MEDICINE
ONE KAISER PLAZA 15L

OAKLAND,CA94612
81-4053028
MEDICAL EDU CA 501(C)(3) 2 KFH
 
Yes
 
(15)KFHPW HOLDINGS
ONE KAISER PLAZA 15L

OAKLAND,CA94612
93-0480268
HEALTH CARE WA 501(C)(3) 12-I KFHP INC
 
Yes
 
(16)GROUP HEALTH NORTHWEST
ONE KAISER PLAZA 15L

OAKLAND,CA94612
91-1216856
INACTIVE WA 501(C)(3) 12-I KFHP OF WA
 
Yes
 
(17)GROUP HEALTH OF WASHINGTON
ONE KAISER PLAZA 15L

OAKLAND,CA94612
91-1314907
inactive WA 501(C)(3) 12-I KFHP OF WA
 
Yes
 
(18)KAISER FDN FOR THE ADV OF INTEGRATED HC
ONE KAISER PLAZA 15L

oakland,CA94612
82-3819611
ADVOCACY CA 501(C)(4) N/A KFHP INC
 
Yes
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2020
Schedule R (Form 990) 2020
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



(b)
Primary activity




(c)
Legal
domicile
(state or foreign
country)


(d)
Direct controlling
entity



(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




(g)
Share of end-of-year
assets



(h)
Disproprtionate allocations?




(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
(j)
General or
managing
partner?



(k)
Percentage
ownership


Yes No Yes No
(1) AG KFHDL FUND LP

245 Park avenue 28th Floor
New York,NY10167
47-3496708
INVESTMENT NY KFH
 
EXCL. UNDER SEC 512 846,109 25,807,287   No 0   No 99.980 %
(2) AG DIRECT LENDING FUND II LP

245 PARK AVE 26TH FLOOR
NEW YORK,NY10167
37-1830579
INVESTMENT NY KFH
 
EXCL. UNDER SEC 512 7,217,163 130,650,160   No 258,796   No 97.828 %
(3) AHVF (TE AIV) LP

ONE MANHATTANVILLE ROAD STE 201
PURCHASE,NY10577
84-3957403
INVESTMENT NY KFH
 
EXCL. UNDER SEC 512 0 2,005,657   No 0   No 60.606 %
(4) AHVF (CAYMAN TE AIV) LP

27 HOSPITAL ROAD
GEORGE TOWN,GRAND CAYMANKY-9008
CJ
98-1548144
INVESTMENT CJ KFH
 
EXCL. UNDER SEC 512 235,873 6,092,104   No 0   No 60.606 %
(5) AHVF (TE FC AIV) LP

27 HOSPITAL ROAD
GEORGE TOWN,GRAND CAYMANKY-9008
CJ
98-1519129
INVESTMENT CJ KFH
 
EXCL. UNDER SEC 512 1,151,954 26,889,499   No 0   No 60.606 %
(6) FORTRESS REAL ESTATE OPPORTUNITIES FUND

PO BOX 5098
NEW YORK,NY10185
61-1796658
INVESTMENT NY KFH
 
EXCL. UNDER SEC 512 -86,513 17,156,380   No 24,499   No 57.683 %
(7) HO FUND B LP

30 HUDSON STREET 38TH FLOOR
JERSEY CITY,NJ07302
46-4966204
INVESTMENT NJ KFH
 
EXCL. UNDER SEC 512 10,339,753 980,888,713   No 8,479,315   No 99.483 %
(8) GV-KF FUND PH AIV LLC

30 HUDSON STREET 38TH FLOOR
JERSEY CITY,NJ07302
85-0667010
INVESTMENT NJ KFH
 
EXCL. UNDER SEC 512 -31,824 56,548,320   No 109   No 99.512 %
(9) GV-KF FUND VNT AIV LLC

30 HUDSON STREET 38TH FLOOR
JERSEY CITY,NJ07302
84-4866583
INVESTMENT NJ KFH
 
EXCL. UNDER SEC 512 -29,582,715 36,779,200   No -29,448,460   No 100.000 %
(10) HOUSING FOR HEALTH FUND LLP

11000 BROKEN LAND PARKWAY STE 700
COLUMBIA,MD21044
37-1913493
INVESTMENT MD KFH
 
EXCL. UNDER SEC 512 -1,030,521 35,505,963   No 0   No 99.990 %
(11) KFH ABSOLUTE LP

875 THIRD AVENUE
NEW YORK,NY10022
82-5076948
INVESTMENT NY KFH
 
EXCL. UNDER SEC 512 10,789,051 481,962,586   No -1,251,401   No 100.000 %
(12) KFH STRATEGIC PRIVATE INVESTMENTS LP

600 MONTGOMERY STREET
SAN FRANCISCO,CA94111
81-1186461
INVESTMENT CA KFH
 
EXCL. UNDER SEC 512 3,925,867 302,991,123   No 220,226   No 100.000 %
(13) LAZARD KP EM SOLUTIONS FUND LLC

30 ROCKEFELLER PLAZA 55TH FLOOR
NEW YORK,NY10112
82-4364389
INVESTMENT NY KFH
 
EXCL. UNDER SEC 512 -19,423,103 510,087,832   No 0   No 99.996 %
(14) NXT CAPITAL SENIOR LOAN FUND ILLC

191 N Wacker Dr 30TH FLOOR
CHICAGO,IL60606
37-1651297
INVESTMENT DE KFH
 
EXCL. UNDER SEC 512 19,754,090 398,749,530   No 0   No 98.106 %
(15) PANTHEON GLOBAL HO FUND LP

600 MONTGOMERY ST 23RD FL
SAN FRANCISCO,CA94111
80-0948707
INVESTMENT DE KFH
 
EXCL. UNDER SEC 512 24,597,433 704,336,970   No 739,331   No 100.000 %
(16) PANTHEON GLOBAL REAL ASSETS HO FUND LP

600 MONTGOMERY ST 23RD FL
SAN FRANCISCO,CA94111
47-4226360
INVESTMENT DE KFH
 
EXCL. UNDER SEC 512 -21,944,576 365,980,054   No -1,449,554   No 100.000 %
Part IV
Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Type of entity
(C corp, S corp,
or trust)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Percentage
ownership
(i)
Section 512(b)(13) controlled entity?
Yes No
(1) OAK TREE ASSURANCE LTD

ONE KAISER PLAZA 15L
OAKLAND,CA94612
03-0329760
INSURANCE VT NA
 
C CORP 0 0   Yes  
(2) KAISER PERMANENTE INSURANCE COMPANY

ONE KAISER PLAZA 15L
OAKLAND,CA94612
94-3203402
INSURANCE CA NA
 
C CORP 0 0   Yes  
(3) KAISER PERMANENTE INTERNATIONAL

ONE KAISER PLAZA 15L
OAKLAND,CA94612
94-3245176
CONSULTING CA NA
 
C CORP -384,907 385,683 100.000 % Yes  
(4) GROUP HEALTH SERVICES INC

ONE KAISER PLAZA 15L
OAKLAND,CA94612
91-1392222
INACTIVE WA NA
 
C CORP 0 0   Yes  
(5) KFHP OF WASHINGTON OPTIONS INC

ONE KAISER PLAZA 15L
OAKLAND,CA94612
91-1467158
INSURANCE WA NA
 
C CORP 0 0   Yes  




Schedule R (Form 990) 2020
Schedule R (Form 990) 2020
Page 3
Part V
Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
Yes
 
b Gift, grant, or capital contribution to related organization(s) ............................
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) ............................
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) ............................
1d
Yes
 
e Loans or loan guarantees by related organization(s) ............................
1e
Yes
 
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
Yes
 
h Purchase of assets from related organization(s) ............................
1h
Yes
 
i Exchange of assets with related organization(s) ............................
1i
Yes
 
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
Yes
 
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
Yes
 
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
Yes
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
Yes
 
o Sharing of paid employees with related organization(s) ............................
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses ............................
1q
Yes
 
r Other transfer of cash or property to related organization(s) ............................
1r
Yes
 
s Other transfer of cash or property from related organization(s) ............................
1s
Yes
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved
(1) KAISER FOUNDATION HEALTH PLAN INC

I 55,576 PER AGREEMENT
(2) KAISER FOUNDATION HEALTH PLAN INC

L 22,291,392,031 PER AGREEMENT
(3) KAISER FOUNDATION HEALTH PLAN INC

M 4,055,282,574 PER AGREEMENT
(4) KAISER FOUNDATION HEALTH PLAN INC

P 12,256,070,404 PER AGREEMENT
(5) KAISER FOUNDATION HEALTH PLAN INC

Q 6,145,433,441 PER AGREEMENT
(6) KAISER FOUNDATION HEALTH PLAN INC

R 55,611,812 PER AGREEMENT
(7) KAISER FOUNDATION HEALTH PLAN INC

S 815,058,661 PER AGREEMENT
(8) KAISER FDN HEALTH PLAN OF COLORADO

A 2,112,658 PER AGREEMENT
(9) KAISER FDN HEALTH PLAN OF COLORADO

D 50,000,000 PER AGREEMENT
(10) KAISER FDN HEALTH PLAN OF COLORADO

J 7,443,456 PER AGREEMENT
(11) KAISER FDN HEALTH PLAN OF COLORADO

L 206,313,517 PER AGREEMENT
(12) KAISER FDN HEALTH PLAN OF COLORADO

P 11,486,489 PER AGREEMENT
(13) KAISER FDN HEALTH PLAN OF COLORADO

Q 9,027,650 PER AGREEMENT
(14) KAISER FDN HEALTH PLAN OF GEORGIA INC

A 38,374,645 PER AGREEMENT
(15) KAISER FDN HEALTH PLAN OF GEORGIA INC

B 73,908 PER AGREEMENT
(16) KAISER FDN HEALTH PLAN OF GEORGIA INC

D 125,000,000 PER AGREEMENT
(17) KAISER FDN HEALTH PLAN OF GEORGIA INC

L 99,088,474 PER AGREEMENT
(18) KAISER FDN HEALTH PLAN OF GEORGIA INC

P 137,620,429 PER AGREEMENT
(19) KAISER FDN HEALTH PLAN OF GEORGIA INC

Q 2,598,013 PER AGREEMENT
(20) KFHP OF THE MID-ATLANTIC STATES INC

A 27,494,873 PER AGREEMENT
(21) KFHP OF THE MID-ATLANTIC STATES INC

D 150,000,000 PER AGREEMENT
(22) KFHP OF THE MID-ATLANTIC STATES INC

L 235,757,173 PER AGREEMENT
(23) KFHP OF THE MID-ATLANTIC STATES INC

M 6,635,621 PER AGREEMENT
(24) KFHP OF THE MID-ATLANTIC STATES INC

P 7,456,535 PER AGREEMENT
(25) KFHP OF THE MID-ATLANTIC STATES INC

Q 13,042,196 PER AGREEMENT
(26) KAISER FDN HEALTH PLAN OF THE NORTHWEST

I 5,298,670 PER AGREEMENT
(27) KAISER FDN HEALTH PLAN OF THE NORTHWEST

K 1,427,107 PER AGREEMENT
(28) KAISER FDN HEALTH PLAN OF THE NORTHWEST

L 237,724,828 PER AGREEMENT
(29) KAISER FDN HEALTH PLAN OF THE NORTHWEST

P 1,291,805 PER AGREEMENT
(30) KAISER FDN HEALTH PLAN OF THE NORTHWEST

Q 6,543,308 PER AGREEMENT
(31) KFHPW HOLDINGS

A 609,072 PER AGREEMENT
(32) KAISER FDN HEALTH PLAN OF WASHINGTON

A 2,711,744 PER AGREEMENT
(33) KAISER FDN HEALTH PLAN OF WASHINGTON

L 12,055,191 PER AGREEMENT
(34) KAISER FDN HEALTH PLAN OF WASHINGTON

P 7,721,296 PER AGREEMENT
(35) KAISER FDN HEALTH PLAN OF WASHINGTON

Q 488,992,294 PER AGREEMENT
(36) CAMP BOWIE SERVICE CENTER

P 24,681,960 PER AGREEMENT
(37) KAISER PERMANENTE INSURANCE COMPANY

L 56,254 PER AGREEMENT
(38) KAISER PERMANENTE INSURANCE COMPANY

M 22,418,322 PER AGREEMENT
(39) KAISER PERMANENTE INSURANCE COMPANY

P 100,160 PER AGREEMENT
(40) KAISER PERMANENTE INSURANCE COMPANY

Q 164,836 PER AGREEMENT
(41) LOKAHI ASSURANCE LTD

A 46,175,404 PER AGREEMENT
(42) LOKAHI ASSURANCE LTD

B 53,670,374 PER AGREEMENT
(43) LOKAHI ASSURANCE LTD

L 28,362,805 PER AGREEMENT
(44) LOKAHI ASSURANCE LTD

M 198,999,593 PER AGREEMENT
(45) LOKAHI ASSURANCE LTD

Q 125,341,871 PER AGREEMENT
(46) LOKAHI ASSURANCE LTD

R 210,328,480 PER AGREEMENT
(47) KAISER HOSPITAL ASSET MANAGEMENT INC

H 7,022,211 PER AGREEMENT
(48) KAISER HOSPITAL ASSET MANAGEMENT INC

K 183,310,795 PER AGREEMENT
(49) KAISER HOSPITAL ASSET MANAGEMENT INC

R 5,071,935 PER AGREEMENT
(50) KAISER HOSPITAL ASSET MANAGEMENT INC

S 501,095 PER AGREEMENT
(51) KAISER HEALTH PLAN ASSET MANAGEMENT INC

A 1,177,476 PER AGREEMENT
(52) OAK TREE ASSURANCE LTD

L 263,000 PER AGREEMENT
(53) OAK TREE ASSURANCE LTD

M 268,000 PER AGREEMENT
(54) KP BERNARD J TYSON SCHOOL OF MEDICINE INC

A 101,855 PER AGREEMENT
(55) KP BERNARD J TYSON SCHOOL OF MEDICINE INC

B 68,654,053 PER AGREEMENT
Schedule R (Form 990) 2020
Schedule R (Form 990) 2020
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations?
(f)
Share of total income




(g)
Share of
end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership


Yes No Yes No Yes No






























Schedule R (Form 990) 2020
Schedule R (Form 990) 2020
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. See instructions.
Return Reference Explanation
Schedule R (Form 990) 2020

Additional Data


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