VISITING NURSE ASSOCIATION OF CHICAGO: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- VISITING NURSE ASSOCIATION OF CHICAGO (EIN 36-2167943)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-12
- IRS object ID
- 202521329349100617
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-12T07:21:05-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 882730877 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERRY BEKAERT ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 W ADAMS STREET STE 2015 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362167943 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VISITING NURSE ASSOCIATION OF CHICAGO | BusinessNameLine1Txt |
| Business Name Line2 | (AKA) VNA FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VISI | BusinessNameControlTxt |
| Phone | 8472041224 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 W MADISON ST 300 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT DILEONARDI | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 8472041224 | PhoneNum |
| Signature | 2025-05-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MELANIE MCPEAK | PreparerPersonNm |
| PTIN | P01346034 | PTIN |
| Phone | 3123462191 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $63,208,727 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $13,302 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,145,159 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,145,159 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,121,611 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $21,439,587 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,121,611 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $182,180 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $165,885 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $4,462,252 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,432,655 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $230,390 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $46,078 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $184,312 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $303,421 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $303,421 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $174,026 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $19,312 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $154,714 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,281 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,281 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $53,320 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $31,992 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $21,328 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $285,001 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $285,001 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $59,291 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,080 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $65,581 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $13,116 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $52,465 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $27,312 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $2,008 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $25,304 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $310,580 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $176,652 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $133,928 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,511,283 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $574,159 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $876,753 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,226,409 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,226,409 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,737,692 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $574,159 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,103,162 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$275,440 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,858,496 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $259,531 | CashBOYAmt |
| Cash EOY | $195,643 | CashEOYAmt |
| Cash EOYFMV | $195,643 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $35,700 | PrepaidExpensesBOYAmt |
| US Government Obligations BOY | $4,633,102 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $5,852,956 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $5,852,956 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $31,560,918 | CorporateStockBOYAmt |
| Corporate Stock EOY | $32,009,566 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $32,009,566 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $8,779,781 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $10,811,758 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $10,811,758 | CorporateBondsEOYFMVAmt |
| Mortgage Loans BOY | $1,193,051 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $1,283,516 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $1,283,516 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $13,919,413 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $12,979,557 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $12,979,557 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $46,572 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $44,224 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,429 | LandBOYAmt |
| Land EOY | $2,348 | LandEOYAmt |
| Land EOYFMV | $2,348 | LandEOYFMVAmt |
| Other Assets BOY | $114,437 | OtherAssetsBOYAmt |
| Other Assets EOY | $73,383 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $73,383 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $60,499,362 | TotalAssetsBOYAmt |
| Total Assets EOY | $63,208,727 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $63,208,727 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $7,811 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $23,823 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $30,008 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $37,819 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $23,823 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $51,734,268 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $11,449,844 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $8,727,275 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $51,735,060 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $60,461,543 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $63,184,904 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $60,499,362 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $63,208,727 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $60,461,543 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$275,440 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,998,801 | OtherIncreasesAmt |
| Subtotal | $63,184,904 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $63,184,904 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $21,036,141 | $18,317,976 | $2,718,165 | $2,718,165 |
| FROM PASS-THROUGHS | P | $403,446 | $403,446 | $403,446 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,121,611 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $53,633 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $53,633 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $53,633 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $35,948 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $30,535 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $66,483 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $12,850 | OverpaymentAmt |
| Applied To ES Tax | $12,850 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.VNAFOUNDATION.NET | WebsiteAddressTxt |
| Individual With Books | ROBERT DILEONARDI | IndividualWithBooksNm |
| Phone | 8472041224 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 W MADISON ST 300 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| ROBERT N DILEONARDI | |||||||||
| C/O VNA FOUNDATION 200 W MADISON ST | 300 | CHICAGO | IL | 60606 | EXECUTIVE DIRECTOR | 40.00 | $230,390 | $36,862 | $0 |
| DAVID C RUTTER | |||||||||
| C/O VNA FOUNDATION 200 W MADISON ST | 300 | CHICAGO | IL | 60606 | CHAIR, DIRECTOR | 4.00 | $0 | $0 | $0 |
| SANDRA WILKS | |||||||||
| C/O VNA FOUNDATION 200 W MADISON ST | 300 | CHICAGO | IL | 60606 | VICE CHAIR, DIRECTOR | 4.00 | $0 | $0 | $0 |
| JACQUELINE L SIMON | |||||||||
| C/O VNA FOUNDATION 200 W MADISON ST | 300 | CHICAGO | IL | 60606 | TREASURER, DIRECTOR | 4.00 | $0 | $0 | $0 |
| SHARMILI MAJMUDAR | |||||||||
| C/O VNA FOUNDATION 200 W MADISON ST | 300 | CHICAGO | IL | 60606 | SECRETARY, DIRECTOR | 4.00 | $0 | $0 | $0 |
| JORGIA B CONNOR PHD RN | |||||||||
| C/O VNA FOUNDATION 200 W MADISON ST | 300 | CHICAGO | IL | 60606 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| BRIGID E KENNEY | |||||||||
| C/O VNA FOUNDATION 200 W MADISON ST | 300 | CHICAGO | IL | 60606 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| ARLENE MICHAELS MILLER PHD RN | |||||||||
| C/O VNA FOUNDATION 200 W MADISON ST | 300 | CHICAGO | IL | 60606 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| NANCY SCINTO | |||||||||
| C/O VNA FOUNDATION 200 W MADISON ST | 300 | CHICAGO | IL | 60606 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| LAURA N STERN CFA | |||||||||
| C/O VNA FOUNDATION 200 W MADISON ST | 300 | CHICAGO | IL | 60606 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| MARIE C WINTERS | |||||||||
| C/O VNA FOUNDATION 200 W MADISON ST | 300 | CHICAGO | IL | 60606 | DIRECTOR | 2.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| RACHEL BAIRD | ||||||||
| 200 W MADISON ST 300 | CHICAGO | IL | 60606 | PROGRAM OFFICER | 40.00 | $90,728 | $8,166 | $0 |
| ALMA RODRIGUES | ||||||||
| 200 W MADISON ST 300 | CHICAGO | IL | 60606 | SR PGM OFFICER/DIR O | 40.00 | $82,500 | $7,425 | $0 |
| CLAUDIA BAIER | ||||||||
| 200 W MADISON ST 300 | CHICAGO | IL | 60606 | PROGRAM OFFICER TO J | 40.00 | $76,936 | $12,310 | $0 |
| ANN SWENSON | ||||||||
| 200 W MADISON ST 300 | CHICAGO | IL | 60606 | GRANTS MGR/SR PGM AS | 40.00 | $53,257 | $4,793 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| NORTHERN TRUST COMPANY | |||||
| 50 S LA SALLE ST | CHICAGO | IL | 60603 | INVESTMENT ADVISORY | $68,301 |
| TAIBER KOSMALA | |||||
| 141 W JACKSON BLVD SUITE 3540 | CHICAGO | IL | 60604 | INVESTMENT ADVISORY | $56,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $60,997,304 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $556,560 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,348 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $61,556,212 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $61,556,212 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $923,343 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $60,632,869 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,031,643 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,031,643 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $53,633 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $53,633 | TotalTaxAmt |
| Distributable Before Adj | $2,978,010 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,978,010 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,978,010 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,103,162 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,103,162 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,978,010 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $316,953 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $568,917 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $224,861 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $318,744 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $921,331 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,350,806 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,103,162 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,978,010 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,125,152 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,475,958 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $4,474 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $312,479 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,159,005 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $568,917 | ExcessFromYear4Amt |
| Excess From Year3 | $224,861 | ExcessFromYear3Amt |
| Excess From Year2 | $318,744 | ExcessFromYear2Amt |
| Excess From Year1 | $921,331 | ExcessFromYear1Amt |
| Excess From Current Year | $1,125,152 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ROBERT N DILEONARDI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 W MADISON ST 300 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3122141521 | RecipientPhoneNum |
| Form And Info And Materials | GRANTS MUST BE SUBMITTED VIA THE ONLINE GRANTS MANAGEMENT SYSTEM. ALL GRANT REQUESTS MUST HAVE MEASURABLE GOALS AND OBJECTIVES AND SERVE THE MEDICALLY UNDERSERVED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | GRANTS ARE DISBURSED FOUR TIMES A YEAR. SEE WEBSITE FOR SUBMISSION DEADLINES. | SubmissionDeadlinesTxt |
| Restrictions On Awards | MUST BE ORGANIZATION EXEMPT FROM INCOME TAX UNDER 501(C)(3) AND DESIGNATED AS PUBLIC CHARITY UNDER 509(A)(1) OR 509(A)(2). | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (71 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ADVOCATES FOR COMMUNITY WELLNESS | ||||||||
| 815 W 63RD ST 4TH FLOOR | CHICAGO | IL | 60621 | N/A | PUBLIC CHARITY | AN OUTREACH PROGRAM THAT PROVIDES HEALTH AWARENESS EDUCATION, CARE NAVIGATION TO SOCIAL SUPPORT SERVICES AND REMOVES BARRIERS TO ACCESSING QUALITY HEALTHCARE FOR WOMEN IN UNDERSERVED COMMUNITIES. | $50,000 | |
| AIDS FOUNDATION OF CHICAGO | ||||||||
| 200 WEST MONROE SUITE 1150 | CHICAGO | IL | 606065075 | N/A | PUBLIC CHARITY | TO SUPPORT SERVICES THAT ADVANCE HEALTH EQUITY FOR INDIVIDUALS LIVING WITH AND VULNERABLE TO HIV. | $100,000 | |
| ALLIANCECHICAGO | ||||||||
| 225 W ILLINOIS 5TH FLOOR | CHICAGO | IL | 60654 | N/A | PUBLIC CHARITY | OUTREACH AND EDUCATION ACTIVITIES TO INCREASE KNOWLEDGE OF DOMESTIC VIOLENCE AND PREVENT FURTHER VIOLENCE, AND FUNDING FOR THE VOCA RELIEF FUND TO ASSIST DOMESTIC VIOLENCE AGENCIES AT RISK OF LOSING STAFF AND PROGRAMMING DUE TO DEEP CUTS IN FUNDING FOR THE VOCA ACT. | $50,000 | |
| ALLIANCECHICAGO | ||||||||
| 225 W ILLINOIS STREET 5TH FLOOR | CHICAGO | IL | 60654 | N/A | PUBLIC CHARITY | ILLINOIS CONTRACEPTIVE ACCESS NOW (ICAN!) PROJECT: TO BUILD A HIGHLY SKILLED COMMUNITY HEALTH AND SOCIAL SERVICE WORKFORCE WHO WILL DELIVER TRAUMA-INFORMED, RESPECTFUL, EVIDENCE-BASED, AND REPRODUCTIVE WELL-BEING CENTERED CONTRACEPTIVE CARE. | $40,000 | |
| ALTERNATIVES INC | ||||||||
| 5700 S PRAIRIE AVE | CHICAGO | IL | 60637 | N/A | PUBLIC CHARITY | TO ENSURE THAT SCHOOLS CAN OFFER A SAFE AND HEALTHY LEARNING ENVIRONMENT, DEVOID OF PUNITIVE APPROACHES, AND WITH ACCESS TO MENTAL HEALTH SUPPORTS, TO BOLSTER THE FUTURE SUCCESS OF YOUNG PEOPLE FROM LOW-INCOME FAMILIES. | $50,000 | |
| ANTIOCH AREA HEALTHCARE ACCESSIBILITY ALLIANCE | ||||||||
| 874 MAIN STREET | ANTIOCH | IL | 60002 | N/A | PUBLIC CHARITY | TO HELP MEDICALLY AT-RISK RESIDENTS IN ANTIOCH, LAKE VILLA, AND GRANT TOWNSHIPS ACCESS HEALTHCARE SERVICES. | $25,000 | |
| ASIAN HUMAN SERVICES FAMILY HEALTH CENTER | ||||||||
| 2501 WEST PETERSON AVENUE | CHICAGO | IL | 60659 | N/A | PUBLIC CHARITY | TOWARDS THE SALARY OF A MEDICAL ASSISTANT DEDICATED TO IMPROVING VACCINATION RATES FOR PEDIATRIC PATIENTS AGES 0-24 MONTHS. | $60,000 | |
| ASSOCIATION HOUSE OF CHICAGO | ||||||||
| 1116 N KEDZIE AVE | CHICAGO | IL | 606514152 | N/A | PUBLIC CHARITY | FOR A YOUTH MENTAL HEALTH COUNSELING PROGRAM THAT DELIVERS COMPREHENSIVE CARE TO UNDERSERVED YOUTH EXPERIENCING MENTAL HEALTH CONCERNS. | $25,000 | |
| BECOME INC | ||||||||
| 171 N ABERDEEN STREET SUITE 400 | CHICAGO | IL | 60607 | N/A | PUBLIC CHARITY | FOR THE COURAGE TO LOVE COLLABORATIVE WHICH WORKS TO END INFANT MORTALITY AMONG BLACK BABIES IN AUBURN GRESHAM THROUGH A MENTORSHIP PROGRAM FOR NEW MOTHERS AND OASIS LEARNING CIRCLES WHICH WORK TO CREATE A COMMUNITY-LED SYSTEM OF CARE. | $50,000 | |
| BEDS PLUS INC | ||||||||
| PO BOX 2035 | LAGRANGE | IL | 60525 | N/A | PUBLIC CHARITY | INTERIM HOUSING, ONSITE CLINICAL AND NURSING CARE, AND CONNECTIONS TO HOUSING AND SUPPORTIVE SERVICES FOR PEOPLE EXPERIENCING HOMELESSNESS WITH SERIOUS MEDICAL CONDITIONS. | $40,000 | |
| BETWEEN FRIENDS | ||||||||
| PO BOX 608548 | CHICAGO | IL | 60660 | N/A | PUBLIC CHARITY | TO PREVENT DOMESTIC VIOLENCE AND END THE CYCLE OF ABUSE. | $40,000 | |
| BREAKTHROUGH URBAN MINISTRIES | ||||||||
| 402 N ST LOUIS AVE | CHICAGO | IL | 60624 | N/A | PUBLIC CHARITY | BEHAVIORAL HEALTH CARE FOR INDIVIDUALS IN CHIAGO'S EAST GARFIELD PARK NEIGHBORHOOD FACING HOUSING INSECURITY, HOMELESSNESS, AND/OR POVERTY. | $30,000 | |
| CENTER ON HALSTED | ||||||||
| 3656 N HALSTED ST | CHICAGO | IL | 60613 | N/A | PUBLIC CHARITY | TO EMPOWER LGBTQ+ AND HIV-AFFECTED COMMUNITIES AND ALLIES TO END ALL FORMS OF VIOLENCE THROUGH ORGANIZING AND EDUCATION, AND TO SUPPORT SURVIVORS THROUGH COUNSELING, ADVOCACY, AND EDUCATION. | $50,000 | |
| CENTRO SAN BONIFACIO | ||||||||
| 2959 N PULASKI ROAD | CHICAGO | IL | 60641 | N/A | PUBLIC CHARITY | FOR A COMMUNITY HEALTH WORKER TRAINING AND MOBILIZATION PROGRAM, A MODEL OF GLOBAL HEALTH EQUITY THAT REPRESENTS A PEOPLE-TO-PEOPLE APPROACH AND INCLUDES TRAINING, EDUCATION, OUTREACH, AND REFERRALS. | $25,000 | |
| CHICAGO CHILDREN'S ADVOCACY CENTER | ||||||||
| 1240 S DAMEN AVE | CHICAGO | IL | 60608 | N/A | PUBLIC CHARITY | TRAUMA-INFORMED, COMMUNITY-BASED THERAPY FOR CHILDREN AND FAMILIES IN UNDERSERVED NEIGHBORHOODS IN CHICAGO. | $40,000 | |
| CHICAGO COALITION TO END HOMELESS | ||||||||
| 70 E LAKE ST SUITE 720 | CHICAGO | IL | 60601 | N/A | PUBLIC CHARITY | FOR OUTREACH TO PEOPLE IMPACTED BY HOMELESSNESS AT SHELTERS, SCHOOLS, EVENTS, AND TENT CITIES. SERVICES INCLUDE HEALTH AND PUBLIC BENEFITS ACCESS, AND MANAGING THE STREETLIGHT CHICAGO APP AND WEBSITE. | $50,000 | |
| CHICAGO JESUIT ACADEMY | ||||||||
| 5058 WEST JACKSON BLVD | CHICAGO | IL | 60644 | N/A | PUBLIC CHARITY | TO FUND A PORTION OF THE SALARIES OF THREE SOCIAL WORKERS AND A SCHOOL NURSE, ALL OF WHOM PROVIDE OUR STUDENTS FROM LOW-INCOME FAMILIES WITH PHYSICAL, SOCIAL AND EMOTIONAL CARE. | $20,000 | |
| CHICAGO VOLUNTEER DOULAS INC | ||||||||
| PO BOX 5851 | CHICAGO | IL | 60680 | N/A | PUBLIC CHARITY | DOULA SERVICES FOR WOMEN IN VULNERABLE COMMUNITIES ON CHICAGOS SOUTH AND WEST SIDES. | $50,000 | |
| CHILDREN'S RESEARCH TRIANGLE INC | ||||||||
| 70 EAST LAKE STREET SUITE 1300 | CHICAGO | IL | 60601 | N/A | PUBLIC CHARITY | TO REDUCE BARRIERS TO MENTAL HEALTH TREATMENT FOR MEDICALLY UNDERSERVED CHILDREN BY CO-LOCATING CLINICAL SERVICES AT SCHOOLS AND COMMUNITY-BASED ORGANIZATIONS IN COMMUNITIES WITH HIGH UNMET MENTAL HEALTH NEEDS. | $50,000 | |
| CHINESE AMERICAN SERVICE LEAGUE | ||||||||
| 2141 S TAN CT | CHICAGO | IL | 60616 | N/A | PUBLIC CHARITY | TO ADDRESSES THE BEHAVIORAL HEALTH NEEDS OF CLIENTS IN NEED, AND CONNECT THEM TO OTHER RESOURCES FOR THEIR WELLBEING. | $45,000 | |
| CHRISTOPHER HOUSE | ||||||||
| 1611 W DIVISION STE 207 | CHICAGO | IL | 60622 | N/A | PUBLIC CHARITY | TO MEET THE HOLISTIC NEEDS OF CHILDREN AND THEIR CAREGIVERS WHO MAY OTHERWISE NOT HAVE ACCESS TO HEALTHCARE, MENTAL HEALTH SERVICES, AND SOCIAL SUPPORT. | $50,000 | |
| COMMUNITIES IN SCHOOLS OF CHICAGO | ||||||||
| 815 WEST VAN BUREN STREET SUITE 300 | CHICAGO | IL | 60607 | N/A | PUBLIC CHARITY | TO PROVIDE ADDITIONAL STUDENTS WITH ACCESS TO CARE AND RESOURCES THAT PROMOTE MENTAL HEALTH AND WELLBEING. | $60,000 | |
| COMMUNITYHEALTH | ||||||||
| 2611 W CHICAGO AVE | CHICAGO | IL | 60622 | N/A | PUBLIC CHARITY | TO PROVIDE COMPREHENSIVE HEALTH CARE TO LOW-INCOME, UNINSURED AND UNDERINSURED INDIVIDUALS IN CHICAGO. | $50,000 | |
| CONNECTIONS FOR THE HOMELESS | ||||||||
| 2121 DEWEY | EVANSTON | IL | 60201 | N/A | PUBLIC CHARITY | SUPPORTIVE HOUSING | $850 | |
| DEBORAH'S PLACE | ||||||||
| 2822 W JACKSON BLVD | CHICAGO | IL | 60612 | N/A | PUBLIC CHARITY | SUPPORTIVE HOUSING | $850 | |
| DUPAGE HEALTH COALITION | ||||||||
| 511 THORNHILL DR SUITE C | CAROL STREAM | IL | 60188 | N/A | PUBLIC CHARITY | FOR A PART-TIME COORDINATOR TO PROVIDE TARGETED NAVIGATION TO PROACTIVELY CONNECT MEMBERS WITH AVAILABLE COMMUNITY RESOURCES FOR DENTAL CARE. | $23,000 | |
| ECKER CENTER FOR BEHAVIORAL HEALTH | ||||||||
| 1845 GRANDSTAND PLACE | ELGIN | IL | 60123 | N/A | PUBLIC CHARITY | 24 HOUR CRISIS STABILIZATION SERVICES FOR INDIVIDUALS EXPERIENCING A MENTAL HEALTH OR SUBSTANCE USE CRISIS. MORE THAN 70% OF CLIENTS HAVE INCOMES AT OR BELOW THE FEDERAL POVERTY LINE. | $45,000 | |
| ERIE FAMILY HEALTH CENTERS | ||||||||
| 1701 W SUPERIOR STREET 3RD FLOOR | CHICAGO | IL | 60622 | N/A | PUBLIC CHARITY | A ONE-YEAR FELLOWSHIP PROGRAM THAT PREPARES NEW ADULT, FAMILY AND PEDIATRIC NURSE PRACTITIONERS AND MIDWIVES TO EMBARK ON CAREERS DEDICATED TO PROVIDING TOP-QUALITY CLINICAL CARE IN MEDICALLY UNDERSERVED COMMUNITIES. | $50,000 | |
| ESPERANZA HEALTH CENTERS | ||||||||
| 1940 S WESTERN AVE SUITE 205 | CHICAGO | IL | 60608 | N/A | PUBLIC CHARITY | HIGH-QUALITY, COMPREHENSIVE CARE FOR MEDICALLY FRAGILE SENIORS, ALLOWING THEM TO AVOID NURSING HOME PLACEMENT AND AGE IN THEIR OWN COMMUNITIES. | $100,000 | |
| ETHIOPIAN COMMUNITY ASSOCIATION OF CHICAGO | ||||||||
| 5800 N LINCOLN AVE UNIT A/B | CHICAGO | IL | 60659 | N/A | PUBLIC CHARITY | TO HIRE A HEALTH AND WELLNESS SERVICES CASE MANAGER TO HELP FAMILIES IN NEED WITH THEIR MEDICAL AND MENTAL HEALTH NEEDS, INCLUDING NAVIGATION OF HEALTH CARE SYSTEMS AND HEALTH LITERACY EDUCATION. | $70,000 | |
| EVERTHRIVE ILLINOIS | ||||||||
| 1006 S MICHIGAN AVE SUITE 200 | CHICAGO | IL | 606052209 | N/A | PUBLIC CHARITY | TO ADDRESS THE CHALLENGES THAT PROVIDERS, CHILDBEARING PEOPLE, AND FAMILIES FACE IN DELIVERING AND RECEIVING HIGH-QUALITY CARE THROUGH TRAINING AND TECHNICAL ASSISTANCE TO PROVIDERS AND PATIENTS. | $50,000 | |
| FAMILY FOCUS | ||||||||
| 910 W VAN BUREN ST STE 400 | CHICAGO | IL | 60607 | N/A | PUBLIC CHARITY | THERAPY TO ADDRESS TRAUMA IN CHILDREN AND FAMILIES. | $40,000 | |
| FENIX FAMILY HEALTH CENTER | ||||||||
| 130 WASHINGTON AVE | HIGHWOOD | IL | 60040 | N/A | PUBLIC CHARITY | TO IMPROVE ACCESS TO PERINATAL AND WELL-BABY CARE FOR PEOPLE WITH LOW-INCOMES. | $50,000 | |
| FOREFRONT | ||||||||
| 200 WEST MADISON STREET 2ND FLOOR | CHICAGO | IL | 60606 | N/A | PUBLIC CHARITY | HEALTH PHILANTHROPY INFRASTRUCTURE | $9,409 | |
| FOX VALLEY HANDS OF HOPE | ||||||||
| 200 WHITFIELD DRIVE | GENEVA | IL | 60134 | N/A | PUBLIC CHARITY | TO SUPPORT THE SALARIES OF CLINICIANS WHO DEVELOP ALL PROGRAMMING AND EXTENSIVELY TRAIN VOLUNTEERS. CLINICIANS PROVIDE THE LICENSED EXPERTISE THAT IS INCORPORATED INTO INDIVIDUAL COUNSELING AND ALL OTHER PROGRAMMING. | $20,000 | |
| GRANTMAKERS IN HEALTH | ||||||||
| 1100 CONNECTICUT AVE NW | WASHINGTON DC | DC | 20036 | N/A | PUBLIC CHARITY | HEALTH PHILANTHROPY INFRASTRUCTURE | $5,300 | |
| GREENLIGHT FAMILY SERVICES | ||||||||
| 4809 N RAVENSWOOD AVE SUITE 322 | CHICAGO | IL | 60640 | N/A | PUBLIC CHARITY | TWENTY FREE SESSIONS OF THERAPY FOR STUDENT SURVIVORS OF SEXUAL HARM. | $36,000 | |
| HEALTH & MEDICINE POLICY RESEARCH GROUP | ||||||||
| 29 E MADISON ST SUITE 602 | CHICAGO | IL | 60602 | N/A | PUBLIC CHARITY | TO SUPPORT THE SCHWEITZER FELLOWS AND FELLOWS FOR LIFE PROGRAMS WHICH WORK TO IMPROVE THE HEALTH AND WELL-BEING OF UNDERSERVED CHICAGO COMMUNITIES THROUGH DIRECT SERVICE PROJECTS. | $75,000 | |
| HEARTLAND ALLIANCE HEALTH | ||||||||
| 4730 N WINTHROP AVE | CHICAGO | IL | 60640 | N/A | PUBLIC CHARITY | AN INTEGRATED MODEL OF CARE FOR YOUTH EXPERIENCING HOMELESSNESS THAT INCLUDES BEHAVIORAL HEALTH, CRISIS INTERVENTION, AND CASE MANAGEMENT. | $70,000 | |
| HOUSING FORWARD | ||||||||
| 1851 S 9TH AVENUE | MAYWOOD | IL | 60153 | N/A | PUBLIC CHARITY | TO SUPPORT THE SALARY OF A NURSE WHO PLAYS A VITAL ROLE TO IMPROVING THE HEALTH AND WELL-BEING OF INDIVIDUALS EXITING HOMELESSNESS. | $55,000 | |
| IGNITE | ||||||||
| 180 N MICHIGAN AVE STE 1900 | CHICAGO | IL | 60601 | N/A | PUBLIC CHARITY | TO ENHANCE THE HEALTH OF CHICAGO'S HOMELESS YOUTH, UTILIZING CLINICAL STAFF AND COMPREHENSIVE HEALTH REFERRALS. | $25,000 | |
| ILLINOIS ASSOCIATION OF FREE AND CHARITABLE CLINICS | ||||||||
| 42 STEPHEN ST 416 | LEMONT | IL | 60439 | N/A | PUBLIC CHARITY | TO SUPPORT FREE AND CHARITABLE CLINICS, WHICH PROVIDE HEALTHCARE ACCESS TO LOW-INCOME, UNINSURED AND UNDERINSURED PEOPLE. | $50,000 | |
| ILLINOIS COALITION FOR IMMIGRANT AND REFUGEE RIGHTS | ||||||||
| 228 S WABASH AVE SUITE 800 | CHICAGO | IL | 60604 | N/A | PUBLIC CHARITY | TO PROVIDE EDUCATION AND TRAINING ON HEALTH ACCESS TO PEOPLE WHO ARE MEDICALLY UNDERSERVED, AND HEALTHCARE PROVIDERS. | $55,000 | |
| INDO-AMERICAN CENTER | ||||||||
| 6328 N CALIFORNIA AVE | CHICAGO | IL | 60659 | N/A | PUBLIC CHARITY | TO ENHANCE THE MANAGEMENT OF CHRONIC DISEASES AND PROVIDE HEALTH EDUCATION SERVICES TO PEOPLE WITH LOW-INCOMES IN AN EFFORT TO INCREASE THEIR HEALTH LITERACY AND REDUCE HEALTH DISPARITIES. | $50,000 | |
| INSTITUTE FOR THERAPY THROUGH THE ARTS | ||||||||
| 2130 GREEN BAY RD | EVANSTON | IL | 60201 | N/A | PUBLIC CHARITY | TO SUPPORT A FINANCIAL AID PROGRAM SO PEOPLE CAN ACCESS CREATIVE ARTS THERAPIES REGARDLESS OF THEIR INABILITY TO PAY. | $40,000 | |
| JUVENILE PROTECTIVE ASSOCIATION | ||||||||
| 1707 NORTH HALSTED | CHICAGO | IL | 60614 | N/A | PUBLIC CHARITY | COMPREHENSIVE SCHOOL-BASED MENTAL HEALTH SERVICES FOR CHILDREN, EDUCATORS AND CAREGIVERS. | $50,000 | |
| LAWNDALE CHRISTIAN HEALTH CENTER | ||||||||
| 3860 W OGDEN AVE | CHICAGO | IL | 60623 | N/A | PUBLIC CHARITY | TO SUPPORT THE MOBILE HEALTH TEAM, WHO PROVIDE PRIMARY AND SPECIALTY CARE TO INDIVIDUALS EXPERIENCING HOMELESSNESS ON CHICAGOS WEST SIDE. | $60,000 | |
| LIGHTWAYS HOSPICE AND SERIOUS ILLNESS CARE | ||||||||
| 250 WATER STONE CIRCLE | JOLIET | IL | 60431 | N/A | PUBLIC CHARITY | TO SUPPORT A PEDIATRIC PALLIATIVE CARE PROGRAM. CARE IS PROVIDED TO ANY CHILD IN NEED, REGARDLESS OF THEIR FAMILYS INABILITY TO PAY. | $25,000 | |
| MELANATED MIDWIVES NFP | ||||||||
| 1400 SOUTH MICHIGAN AVENUE SUITE | CHICAGO | IL | 60605 | N/A | PUBLIC CHARITY | TO PREPARE 10 INDIVIDUALS (VIA A 10-WEEK DOULA TRAINING AND 10 WEEK HANDS-ON IMMERSION) TO PROVIDE COMMUNITY POSTPARTUM DOULA SERVICES. GRADUATES WILL COMMIT TO SUPPORTING MGMC MOMS OR MOTHERS RESIDING ON THE SOUTHSIDE OF CHICAGO. | $50,000 | 2110 |
| MICHAEL REESE HEALTH TRUST | ||||||||
| 1707 N RANDALL RD | ELGIN | IL | 60123 | N/A | PUBLIC CHARITY | TO SUPPORT A LANDSCAPE SCAN AND ASSESSMENT OF SERVICES AVAILABLE FOR PEOPLE WHO COMMIT DOMESTIC VIOLENCE. THE REPORT WILL INCLUDE INFORMATION ON SERVICES, FUNDING, BEST PRACTICES AND RECOMMENDATIONS FOR SERVICE IMPROVEMENTS. | $40,000 | |
| MOBILE CARE CHICAGO | ||||||||
| 239 W ROOT STREET | CHICAGO | IL | 60609 | N/A | PUBLIC CHARITY | TO INCREASE PATIENT FOLLOW-UP IN THE MOBILE DENTAL PROGRAM THROUGH UTILIZATION OF DENTAL COMMUNITY HEALTH WORKERS. CURRENT PARTNER SITES WITH THE HIGHEST NEED FOR RESTORATIVE CARE WILL BE TARGETED. | $20,000 | |
| NEW LIFE-KNEW SOLUTIONS | ||||||||
| 4950 WEST THOMAS | CHICAGO | IL | 60651 | N/A | PUBLIC CHARITY | TO REACH MORE INDIVIDUALS IN CRISIS THROUGH EFFORTS FOCUSING ON GROWTH IN THREE AREAS: STAFFING THERAPISTS OF VARYING SPECIALTIES, MOBILE TEAMS, AND GROUP AND COMMUNITY THERAPY. | $50,000 | |
| NEW MOMS INC | ||||||||
| 5317 W CHICAGO AVE | CHICAGO | IL | 60651 | N/A | PUBLIC CHARITY | HOME-BASED PARENT COACHING, DOULA SERVICES SUPPORTING HEALTHY PREGNANCIES, AND WEEKLY PARENT SUPPORT GROUPS FOR YOUNG WOMEN WHO WERE UNHOUSED. | $55,000 | |
| NORTH SIDE HOUSING & SUPPORTIVE SERVICES | ||||||||
| 4410 N RAVENSWOOD SUITE 101 | CHICAGO | IL | 60640 | N/A | PUBLIC CHARITY | SUPPORT FOR A REGISTERED NURSE WHO PROVIDES IN-HOME HEALTH EDUCATION AND MEDICAL CASE MANAGEMENT SERVICES FOR FORMERLY HOMELESS MEN AND WOMEN. | $50,000 | |
| NOURISHING HOPE | ||||||||
| 1716 W HUBBARD ST | CHICAGO | IL | 60622 | N/A | PUBLIC CHARITY | FREE, CLINICAL MENTAL HEALTH COUNSELING FOR INVIDIVUALS AND COUPLES IN CHICAGO WHO ARE EXPERIENCING FOOD INSECURITY. | $55,000 | |
| PARTNERSHIP FOR A CONNECTED ILLINOIS | ||||||||
| 1337 WABASH AVENUE | SPRINGFIELD | IL | 62704 | N/A | PUBLIC CHARITY | TO LAUNCH PILOTS FOR DIGITAL MENTAL HEALTH SERVICES IN NINE SCHOOLS IN CHICAGO AND CONTINUE AWARENESS/PLANNING WITH TWO OTHER CHICAGO SCHOOLS. | $50,000 | |
| PRIMO CENTER FOR WOMEN AND CHILDREN | ||||||||
| 6212 S SANGAMON | CHICAGO | IL | 60621 | N/A | PUBLIC CHARITY | FOR A HOME VISITING PROGRAM IN WHICH TRAINED PARENT EDUCATORS MEET ONE-ON-ONE WITH FAMILIES EXPERIENCING HOMELESSNESS, OFFERING GUIDANCE AND SERVICES PROVEN TO REDUCE PARENTAL AND CHILD TRAUMATIC STRESS AND IMPROVE FAMILY FUNCTIONING. | $60,000 | |
| RESILIENCE | ||||||||
| 180 N MICHIGAN AVE SUITE 600 | CHICAGO | IL | 60601 | N/A | PUBLIC CHARITY | MEDICAL ADVOCACY AND TRAUMA THERAPY FOR SURVIVORS OF SEXUAL VIOLENCE, AS WELL AS EDUCATION, TRAINING, AND ADVOCACY TO THE LARGER COMMUNITY TO ULTIMATELY HELP ELIMINATE SEXUAL VIOLENCE. | $50,000 | |
| SHRIVER CENTER ON POVERTY LAW | ||||||||
| 67 E MADISON SUITE 2000 | CHICAGO | IL | 60603 | N/A | PUBLIC CHARITY | TO SUPPORT TECHNICAL ASSISTANCE, EDUCATION, AND OUTREACH EFFORTS TO FACILITATE HEALTHCARE ENROLLMENT AND ACCESS, IMPROVE HEALTH OUTCOMES, AND ADDRESS SOCIAL DETERMINANTS OF HEALTH. | $61,000 | |
| SINAI HEALTH SYSTEM | ||||||||
| 1500 S FAIRFIELD AVENUE | CHICAGO | IL | 60608 | N/A | PUBLIC CHARITY | SUPPORT, RESOURCES, AND REFERRALS FOR PEOPLE WITH PHYSICAL, MENTAL, AND/OR INTELLECTUAL DISABILITIES WHO FACE A DISPROPORTIONATELY HIGH RISK OF DOMESTIC VIOLENCE. | $50,000 | |
| SOUTH SUBURBAN PADS | ||||||||
| 414 W LINCOLN HIGHWAY | CHICAGO HEIGHTS | IL | 60411 | N/A | PUBLIC CHARITY | HEALTHCARE CASE MANAGEMENT AND ASSISTANCE WITH ACCESS TO HEALTHCARE FOR PEOPLE WHO ARE CURRENTLY OR FORMERLY HOMELESS. | $50,000 | |
| SWEDISH HOSPITAL | ||||||||
| 5145 N CALIFORNIA | CHICAGO | IL | 60625 | N/A | PUBLIC CHARITY | DENTAL, MEDICAL AND MENTAL HEALTH SERVICES FOR SURVIVORS OF HUMAN TRAFFICKING. | $20,000 | |
| THE BOARD OF TRUSTEES OF THE UNIVERSITY OF ILLINOIS | ||||||||
| 1737 WEST POLK STREET | CHICAGO | IL | 60612 | N/A | PUBLIC CHARITY | TO PROVIDES COMPREHENSIVE CARE TO INDIVIDUALS WITH DISABILITIES WITH A FOCUS ON YOUNG ADULTS ON THE SOUTH AND WEST SIDES OF CHICAGO. | $60,000 | |
| THE BOULEVARD OF CHICAGO | ||||||||
| 542 S DEARBORN | CHICAGO | IL | 60605 | N/A | PUBLIC CHARITY | SUPPORT FOR MEDICAL RESPITE CARE AND A HOUSING PROGRAM. THE RESPITE PROGRAM IS A SHORT-TERM RESIDENTIAL CENTER ALLOWING PEOPLE EXPERIENCING HOMELESS A KEY PERIOD OF RECUPERATION AND MEDICAL SUPERVISION AFTER HOSPITALIZATION OR ILLNESS. THE HOUSING PROGRAM PLACES CLIENTS IN HOUSING ONCE THEY LEAVE THE BOULEVARD OF CHICAGO AND PROVIDES CONTINUING SUPPORT SERVICES, VIA WEEKLY HOME VISITS, TO CLIENTS WHO HAVE SUCCESSFULLY TRANSITIONED INTO INDEPENDENT HOUSING. | $50,000 | |
| THE CHICAGO COMMUNITY FOUNDATION | ||||||||
| 33 S STATE STREET SUITE 750 | CHICAGO | IL | 60603 | N/A | PUBLIC CHARITY | TO SUPPORT THE ILLINOIS IMMIGRATION FUNDER COLLABORATIVE, A POOLED FUND THAT SUPPORTS COMMUNITY NONPROFITS, AND HOSTS GRANTMAKER BRIEFINGS ON SALIENT ISSUES. | $50,000 | |
| THE HARBOUR INC | ||||||||
| 1440 RENAISSANCE DRIVE SUITE 240 | PARK RIDGE | IL | 60068 | N/A | PUBLIC CHARITY | TO ADDRESS THE HEALTH AND WELLNESS NEEDS OF HOMELESS YOUTH AGES 12-24 RESIDING IN THE HARBOURS EMERGENCY AND TRANSITIONAL HOUSING PROGRAMS. | $40,000 | |
| THE NETWORK ADVOCATING AGAINST DOMESTIC VIOLENCE | ||||||||
| 33 N DEARBORN ST SUITE 2210 | CHICAGO | IL | 60602 | N/A | PUBLIC CHARITY | OUTREACH AND EDUCATION ACTIVITIES TO INCREASE KNOWLEDGE OF DOMESTIC VIOLENCE AND PREVENT FURTHER VIOLENCE, AND FUNDING FOR THE VOCA RELIEF FUND TO ASSIST DOMESTIC VIOLENCE AGENCIES AT RISK OF LOSING STAFF AND PROGRAMMING DUE TO DEEP CUTS IN FUNDING FOR THE VICTIMS OF CRIME ACT (VOCA). | $100,000 | |
| THE NIGHT MINISTRY | ||||||||
| 1735 NORTH ASHLAND AVE SUITE 2000 | CHICAGO | IL | 60622 | N/A | PUBLIC CHARITY | BASIC HEALTH CARE AND SUPPORT SERVICES TO PEOPLE EXPERIENCING HOMELESSNESS THROUGHOUT CHICAGO. | $50,000 | |
| UN NUEVO DESPERTAR - A NEW AWAKENING NFP | ||||||||
| 2300 S MILLARD | CHICAGO | IL | 60623 | N/A | PUBLIC CHARITY | SUPPORT FOR SURVIVORS OF DOMESTIC VIOLENCE AND WORK TO PREVENT VIOLENCE IN LITTLE VILLAGE, CICERO AND SURROUNDING NEIGHBORHOODS. | $30,000 | |
| WINGS PROGRAM INC | ||||||||
| PO BOX 95615 | PALATINE | IL | 60095 | N/A | PUBLIC CHARITY | TO PROVIDE CONSULTATIONS AND LIFE-SAVING INTERVENTIONS TO DOMESTIC VIOLENCE SURVIVORS ON-SITE AT FOUR AREA HOSPITALS, AS WELL AS CONTINUING EDUCATION TRAINING TO HEALTHCARE PROFESSIONALS. | $40,000 | |
| YWCA METROPOLITAN CHICAGO | ||||||||
| 1 N LASALLE STREET SUITE 1700 | CHICAGO | IL | 60602 | N/A | PUBLIC CHARITY | FUNDING FOR THE RISE (RAPE, INCEST, SEXUAL EXPLOITATION) CHILDREN'S CENTER WHICH PROVIDES THERAPY, CRISIS INTERVENTION, AND CASE MANAGEMENT SERVICES FOR VICTIMS OF SEXUAL ASSAULT AND ABUSE AGES 3 AND OLDER AND THEIR NONOFFENDING FAMILY MEMBERS. | $40,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,226,409 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,145,159 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531390 | BusinessCd |
| Unrelated Business Taxbl Incm | $19,608 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $162,572 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,121,611 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $19,608 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,429,342 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,448,950 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $53,320 | Amt |
| Net Investment Income | $31,992 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $21,328 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| NORTHERN TRUST AS CUSTODIAN-FIXED INCOME-CORPS | $4,089,403 | $4,089,403 |
| NORTHERN TRUST AS CUSTODIAN-FIXED INCOME-FUNDS-CORPS | $5,070,372 | $5,070,372 |
| NORTHERN TRUST AS CUSTODIAN-MFP CARILLON SERIES | $1,651,983 | $1,651,983 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | NORTHERN TRUST AS CUSTODIAN-EQUITIES | StockNm |
| EOY Book Value | $32,009,566 | EOYBookValueAmt |
| EOYFMV | $32,009,566 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $5,507,966 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $5,507,966 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $344,990 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $344,990 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| NORTHERN TRUST AS CUSTODIAN-ALGERT INTERNATIONAL SMALL CAP FUND | FMV | $57,630 | $57,630 |
| NORTHERN TRUST AS CUSTODIAN-PALLADIAN PARTNERS VII LP | FMV | $895,851 | $895,851 |
| NORTHERN TRUST AS CUSTODIAN-PALLADIAN PARTNERS VIII-A | FMV | $981,450 | $981,450 |
| NORTHERN TRUST AS CUSTODIAN-WHITE OAK FIXED INCOME FUND | FMV | $2,293,100 | $2,293,100 |
| NORTHERN TRUST AS CUSTODIAN-WCM FOCUSED GLOBAL GROWTH FUND | FMV | $4,656,015 | $4,656,015 |
| NORTHERN TRUST AS CUSTODIAN-CF WHITE BOX MULTI-STRATEGY FUND | FMV | $4,095,511 | $4,095,511 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | EQUIPMENT | CategoryOrItemTxt |
| Cost Or Other Basis | $46,572 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $44,224 | AccumulatedDepreciationAmt |
| Book Value | $2,348 | BookValueAmt |
| EOYFMV | $2,348 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,281 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,281 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INCOME RECEIVABLE | $77,515 | $73,383 | $73,383 |
| SECURITY DESPOSIT | $2,789 | ||
| RIGHT OF USE ASSET | $34,133 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INSURANCE | $6,296 | $1,259 | $0 | $5,037 |
| K-1 DEDUCTIONS | $171,926 | $171,926 | $0 | $0 |
| MEMBERSHIP DUES | $4,455 | $0 | $0 | $4,455 |
| OFFICE SUPPLIES & EXPENSE | $118,459 | $2,283 | $0 | $116,176 |
| PAYROLL SERVICE & THIRD PARTY ADMINISTRATOR | $5,922 | $1,184 | $0 | $4,738 |
| WEBSITE EXPENSE | $3,522 | $0 | $0 | $3,522 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| UBTI FROM K-1 | $19,608 | $0 |
| INCOME FROM K-1 | $64,987 | $64,987 |
| CHANGE IN ACCRUED INC - NORTHERN TR | $19,045 | $19,045 |
| NON-DED. EXP & T/E INC FROM K-1 | -$3,313 | $0 |
| OTHER PORTFOLIO INCOME | $81,640 | $81,640 |
| ROYALTIES | $464 | $464 |
| K-1 REAL ESTATE INCOME | -$251 | -$251 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $2,998,801 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RIGHT OF USE LIABILITY | Desc |
| BOY Book Value | $30,008 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (9 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| HARRIS ASSOC. LP | $49,901 | $49,901 | $0 | $0 |
| WILLIAM BLAIR & CO. | $41,022 | $41,022 | $0 | $0 |
| NORTHERN TRUST CO. | $68,301 | $68,301 | $0 | $0 |
| SEGALL, BRYANT & HAMILL | $24,346 | $24,346 | $0 | $0 |
| TAIBER KOSMALA | $56,250 | $56,250 | $0 | $0 |
| MONDRIAN | $8,542 | $8,542 | $0 | $0 |
| LAZAARD | $8,310 | $8,310 | $0 | $0 |
| KAYNE ANDERSON | $19,630 | $19,630 | $0 | $0 |
| SPEECE | $8,699 | $8,699 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $59,291 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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