MICHAEL REESE RESEARCH AND EDUCATION FOUNDATION: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: MICHAEL REESE RESEARCH AND EDUCATION FOUNDATION (EIN 36-3761674)
Tax period: 2023-09-01 to 2024-08-31
Filed: 2025-07-08
IRS object ID: 202531899349301128
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
Schedule A
Schedule B
Schedule D
Schedule I
Schedule J
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-07-08T14:23:42-05:00	ReturnTs
Tax Period End	2024-08-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	331498605	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	PLANTE & MORAN PLLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	10 S RIVERSIDE PLAZA 9TH FLOOR	AddressLine1Txt
City	CHICAGO	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60606	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2023-09-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	363761674	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MICHAEL REESE RESEARCH AND EDUCATION	BusinessNameLine1Txt
Business Name Line2	FOUNDATION	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	MICH	BusinessNameControlTxt
Phone	3128686096	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1339 S WOOD STREET G	AddressLine1Txt
City	CHICAGO	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60608	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JASON ROTHSTEIN	PersonNm
Person Title	EXECUTIVE DIRECTOR	PersonTitleTxt
Phone	3128686096	PhoneNum
Signature	2025-07-08	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	0	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	KIMBERLY A HAUMANN	PreparerPersonNm
PTIN	P00546491	PTIN
Phone	3122071040	PhoneNum
Preparation	2025-07-08	PreparationDt

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	JASON ROTHSTEIN	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1339 S WOOD STREET G	AddressLine1Txt
City	CHICAGO	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60608	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$21,602,038	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	MICHAELREESEFOUNDATION.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1991	FormationYr
Legal Domicile State	IL	LegalDomicileStateCd
Activity Or Mission	CONDUCT MEDICAL RESEARCH, EDUCATION AND COMMUNITY SERVICE FOR VARIOUS AREAS OF MEDICINE, INCLUDING, BUT NOT LIMITED TO, ONCOLOGY RESEARCH, CARDIOVASCULAR RESEARCH AND HEALTHCARE DELIVERY.	ActivityOrMissionDesc
Voting Members Governing Body	12	VotingMembersGoverningBodyCnt
Voting Members Independent	9	VotingMembersIndependentCnt
Total Employee	8	TotalEmployeeCnt
Total Volunteers	9	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$1,384,885	PYContributionsGrantsAmt
CY Contributions Grants	$1,502,980	CYContributionsGrantsAmt
PY Program Service Revenue	$0	PYProgramServiceRevenueAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	-$618,958	PYInvestmentIncomeAmt
CY Investment Income	-$274,573	CYInvestmentIncomeAmt
PY Other Revenue	$1,709,354	PYOtherRevenueAmt
CY Other Revenue	$1,367,365	CYOtherRevenueAmt
PY Total Revenue	$2,475,281	PYTotalRevenueAmt
CY Total Revenue	$2,595,772	CYTotalRevenueAmt
PY Grants And Similar Paid	$350,193	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$228,100	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$623,277	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$825,516	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$1,743,532	PYOtherExpensesAmt
CY Other Expenses	$1,788,766	CYOtherExpensesAmt
PY Total Expenses	$2,717,002	PYTotalExpensesAmt
CY Total Expenses	$2,842,382	CYTotalExpensesAmt
PY Revenues Less Expenses	-$241,721	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$246,610	CYRevenuesLessExpensesAmt
Total Assets BOY	$15,191,603	TotalAssetsBOYAmt
Total Assets EOY	$15,652,009	TotalAssetsEOYAmt
Total Liabilities BOY	$2,440,669	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$1,711,833	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$12,750,934	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$13,940,176	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	THE RESEARCH AND EDUCATION FOUNDATION CONDUCTS MEDICAL RESEARCH, EDUCATION, AND COMMUNITY SERVICES FOR VARIOUS AREAS OF MEDICINE INCLUDING, BUT NOT LIMITED TO, ONCOLOGY RESEARCH, CARDIOVASCULAR RESEARCH, AND HEALTHCARE DELIVERY.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$1,507,217	ExpenseAmt
Grant	$228,100	GrantAmt
Desc	HIV CARETHE HIV CARE PROGRAM PROVIDES INTEGRATED PRIMARY AND MULTI-SPECIALTY CARE, ADHERENCE EDUCATION, CASE MANAGEMENT, SUBSTANCE ABUSE SERVICES, MENTAL HEALTH CARE AND PREVENTION INTERVENTIONS FOR PEOPLE LIVING WITH HIV DISEASE.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$356,381	ExpenseAmt
Desc	WOMEN'S HEALTHTHE WOMEN'S HEALTH PROGRAM PROVIDES FREE SCREENING MAMMOGRAMS AND CERVICAL SCREENINGS AS WELL AS DIAGNOSTIC FOLLOW-UP SERVICES TO UNINSURED WOMEN, REGARDLESS OF INCOME. FOR WOMEN WHO ARE DIAGNOSED WITH BREAST OR CERVICAL CANCER, SURGERY, TREATMENT, MEDICATIONS AND RECONSTRUCTIVE BREAST SURGERY ARE ALSO PROVIDED.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Revenue	$7,133,105	RevenueAmt
Desc	340B DRUG PURCHASING PROGRAM - THE FOUNDATION ENTERED INTO AN AGREEMENT WITH A THIRD PARTY TO FACILITATE THE PARTICIPATION IN THE 340B DRUG PURCHASING PROGRAM WITHOUT THE NEED TO ESTABLISH AND OPERATE ITS OWN PHARMACY. OUTPATIENTS OF THE CLINICS WHO ARE ELIGIBLE CAN PURCHASE OR RECEIVE COVERED 340B DRUGS.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

Field	Value	IRS element (for citing)
Expense	$305,067	ExpenseAmt
Desc	COMMUNITY OUTREACH, COMMUNITY SCHOLARSHIPS AND FUND AN ENDOWMENT FOR CARDIOVASCULAR PHARMACOTHERPY.	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$305,067	TotalOtherProgSrvcExpenseAmt
Total Program Service Expenses	$2,168,665	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	Yes (1)	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (1)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	0	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	0	ReportOtherLiabilitiesInd
Include FIN48 Footnote	0	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	3	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	8	EmployeeCnt
Employment Tax Returns Filed	0	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	12	GoverningBodyVotingMembersCnt
Independent Voting Member	9	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	Yes (1)	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	IL	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	JASON ROTHSTEIN	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	3127686096	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1339 S WOOD STREET SUITE G	AddressLine1Txt
City	CHICAGO	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60608	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
ARTHUR MOSWIN MD
DIRECTOR	10.00	Yes (X)	$14,960	$0	$0
SANDRA WILKS RN
DIRECTOR	8.00	Yes (X)	$24,960	$0	$0
WILLIAM CHAMBERLIN MD
DIRECTOR, CHAIRMAN	1.00	Yes (X)	$0	$0	$0	Yes (X)
DENNIS LEVINSON MD
DIRECTOR, TREASURER	1.00	Yes (X)	$0	$0	$0	Yes (X)
ALAN SCHWARTZPHD
DIRECTOR	0.50	Yes (X)	$0	$0	$0
DAVID B LIEB MD
DIRECTOR	0.50	Yes (X)	$0	$0	$0
ALAN JACKSON MD
DIRECTOR	0.50	Yes (X)	$0	$0	$0
MARK C SHIELDS MD
DIRECTOR	0.50	Yes (X)	$0	$0	$0
DONNA THOMPSON
DIRECTOR	0.50	Yes (X)	$0	$0	$0
AUDREY TATAR MC
DIRECTOR	0.50	Yes (X)	$0	$0	$0
GABRIELA ILLA
DIRECTOR	0.50	Yes (X)	$0	$0	$0
JASON ROTHSTEIN-9123
EXECUTIVE DIRECTOR	40.00	Yes (X)	$46,159	$0	$0	Yes (X)
LYNN P VOCELKA
ASSOC DIRECTOR	40.00		$132,733	$0	$0		Yes (X)
HONG DENG
NURSE CASE MANAGER	40.00		$103,648	$0	$0		Yes (X)
WILLIAM CLARKPHD-THRU 83123
FORMER EXECUTIVE DIRECTOR	40.00		$144,297	$0	$3,460			Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$466,757	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$3,460	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	3	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (1)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	0	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	WILLIAM BLAIR	BusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	150 N RIVERSIDE PLAZA	AddressLine1Txt
City	CHICAGO	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60606	ZIPCd

Field	Value	IRS element (for citing)
Services	INVESTMENT SERVICES	ServicesDesc
Compensation	$115,059	CompensationAmt

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	1	CntrctRcvdGreaterThan100KCnt
Government Grants	$1,496,067	GovernmentGrantsAmt
All Other Contributions	$6,913	AllOtherContributionsAmt
Total Contributions	$1,502,980	TotalContributionsAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$116,095	TotalRevenueColumnAmt
Exclusion	$116,095	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$12,844,936	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$13,235,604	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	-$390,668	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$390,668	TotalRevenueColumnAmt
Exclusion	-$390,668	ExclusionAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$7,133,105	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$5,770,662	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,362,443	TotalRevenueColumnAmt
Related Or Exempt Func Income	$1,362,443	RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	OTHER INCOME	Desc
Business	900099	BusinessCd
Total Revenue Column	$4,922	TotalRevenueColumnAmt
Exclusion	$4,922	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$4,922	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,595,772	TotalRevenueColumnAmt
Related Or Exempt Func Income	$1,362,443	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	-$269,651	ExclusionAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part IX	Yes (X)	InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$228,100	TotalAmt
Program Services	$228,100	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$166,921	TotalAmt
Management And General	$166,921	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$559,640	TotalAmt
Program Services	$354,129	ProgramServicesAmt
Management And General	$205,511	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$55,739	TotalAmt
Program Services	$25,156	ProgramServicesAmt
Management And General	$30,583	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$43,216	TotalAmt
Program Services	$19,504	ProgramServicesAmt
Management And General	$23,712	ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$115,051	TotalAmt
Program Services	$115,051	ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$66,509	TotalAmt
Management And General	$66,509	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$115,059	TotalAmt
Management And General	$115,059	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$1,072,249	TotalAmt
Program Services	$1,067,075	ProgramServicesAmt
Management And General	$5,174	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$89,159	TotalAmt
Program Services	$64,159	ProgramServicesAmt
Management And General	$25,000	ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$23,545	TotalAmt
Program Services	$20,413	ProgramServicesAmt
Management And General	$3,132	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$43,229	TotalAmt
Program Services	$34,409	ProgramServicesAmt
Management And General	$8,820	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
PATHOLOGY & RADIOLOGY	$114,598	$114,598
SUPPLIES	$90,865	$88,841	$2,024
OTHER	$31,728	$31,407	$321
TELEPHONE	$23,920	$3,849	$20,071

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$2,854	TotalAmt
Program Services	$1,974	ProgramServicesAmt
Management And General	$880	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$2,842,382	TotalAmt
Program Services	$2,168,665	ProgramServicesAmt
Management And General	$673,717	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$204,660	BOYAmt
EOY	$164,615	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$810,490	BOYAmt
EOY	$934,541	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$1,428,030	BOYAmt
EOY	$1,038,515	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$117,867	BOYAmt
EOY	$88,779	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$5,453	BOYAmt
EOY	$4,352	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$12,625,103	BOYAmt
EOY	$13,421,207	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$15,191,603	BOYAmt
EOY	$15,652,009	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$1,351,780	BOYAmt
EOY	$1,273,665	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$1,085,033	BOYAmt
EOY	$434,312	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$3,856	BOYAmt
EOY	$3,856	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$2,440,669	BOYAmt
EOY	$1,711,833	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$12,368,401	BOYAmt
EOY	$13,536,618	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$382,533	BOYAmt
EOY	$403,558	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$12,750,934	BOYAmt
EOY	$13,940,176	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$15,191,603	BOYAmt
EOY	$15,652,009	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$246,610	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$1,435,852	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	Yes (1)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (1)	FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Public Organization170	Yes (X)	PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,293,221	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,562,964	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,339,776	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,384,885	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,502,980	CurrentTaxYearAmt
Total	$7,083,826	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,293,221	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,562,964	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,339,776	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,384,885	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,502,980	CurrentTaxYearAmt
Total	$7,083,826	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total170	$7,083,826	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$63,439	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$55,266	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$53,363	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$73,062	CurrentTaxYearMinus1YearAmt
Current Tax Year	$116,095	CurrentTaxYearAmt
Total	$361,225	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year	$4,922	CurrentTaxYearAmt
Total	$4,922	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$7,449,973	TotalSupportAmt
Gross Receipts Rltd Activities	$31,390,986	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.95090	PublicSupportCY170Pct
Public Support PY170	0.96090	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Agent Trustee Etc	0	AgentTrusteeEtcInd
Incl Escrow Custodial Acct Liab	Yes (1)	InclEscrowCustodialAcctLiabInd
Explanation Provided	Yes (X)	ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$292,377	BeginningYearBalanceAmt
Investment Earnings Or Losses	$27,861	InvestmentEarningsOrLossesAmt
End Year Balance	$320,238	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$268,712	BeginningYearBalanceAmt
Investment Earnings Or Losses	$23,665	InvestmentEarningsOrLossesAmt
End Year Balance	$292,377	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$557,856	BeginningYearBalanceAmt
Investment Earnings Or Losses	-$289,144	InvestmentEarningsOrLossesAmt
End Year Balance	$268,712	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$475,802	BeginningYearBalanceAmt
Investment Earnings Or Losses	$82,054	InvestmentEarningsOrLossesAmt
End Year Balance	$557,856	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$365,294	BeginningYearBalanceAmt
Investment Earnings Or Losses	$110,508	InvestmentEarningsOrLossesAmt
End Year Balance	$475,802	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Prmnnt Endowment Balance EOY	1.00000	PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings	$0	TotalBookValueLandBuildingsAmt
Total Rev Etc Audited Fincl Stmt	$9,687,227	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$1,435,852	NetUnrealizedGainsInvstAmt
Other Revenue	$5,770,662	OtherRevenueAmt
Revenue Not Reported	$7,206,514	RevenueNotReportedAmt
Revenue Subtotal	$2,480,713	RevenueSubtotalAmt
Investment Expenses Not Incld	$115,059	InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt	$115,059	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$2,595,772	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$8,497,985	TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included	$5,770,662	OtherExpensesIncludedAmt
Expenses Not Reported	$5,770,662	ExpensesNotReportedAmt
Expenses Subtotal	$2,727,323	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$115,059	InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt	$115,059	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$2,842,382	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART IV, LINE 2B:	THE FOUNDATION HOLDS SEVERAL FUND ACCOUNTS ON BEHALF OF OTHER PARTIES WHICH ARE GRANTS OR CONTRACTS NOT SPECIFICALLY AWARDED TO THE FOUNDATION, BUT WHICH THE FOUNDATION HAS AGREED TO MANAGE FOR THE INVESTIGATORS. THESE FUNDS INCLUDE FUNDS FOR OB/GYN RESEARCH, MEDICAL STAFF, A HOSPICE DONATION ACCOUNT, A CARDIOLOGY RESEARCH ACCOUNT, AND A PATHOLOGY ACCOUNT. THE FOUNDATION RECEIVES A SMALL ADMINISTRATIVE FEE FOR THESE MANAGEMENT SERVICES.
PART V, LINE 4:	TO FUND THE FOUNDATION'S OPERATIONS
PART XI, LINE 2D - OTHER ADJUSTMENTS:	SALE OF INVENTORY EXPENSES 5,770,662.
PART XII, LINE 2D - OTHER ADJUSTMENTS:	SALE OF INVENTORY EXPENSES 5,770,662.

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Non Cash AssistanceNonCashAssistanceAmt	Purpose Of GrantPurposeOfGrantTxt
MEDICAL ORGANIZATION FOR LATINO ADVANCEMENT - MOLA
905 CHIPPEWA LAND	WILMETTE	IL	60091	821571454	501(C)(3)	$15,000	$0	SCHOLARSHIPS FOR YOUNG LATINO MEN AND WOMEN IN THE HEALTHCARE ARENA
INSTITUTE OF MEDICINE CHICAGO
1339 S WOOD STREET G	CHICAGO	IL	60608	362217993	501(C)(3)	$3,000	$0	IOMC DR M DRAKES RESEARCH-PREDICTING OVARIAN CANCER
ROSELAND FRANKLIN UNIVERSITY OF MEDICAL SCIENCE
3333 GREEN BAY ROAD	NORTH CHICAGO	IL	60064	362181973	501(C)(3)	$200,000	$0	3D MAMMOGRAPHY MACHINE
ADVOCATE TRINITY HOSPITAL
2320 E 93RD ST	CHICAGO	IL	60617	362169147	501(C)(3)	$10,000	$0	ADVOCATE SCHOLARSHIP
URBAN ALLIANCE
1025 VERMONT AVE NW	WASHINGTON	DC	20005	521938443	501(C)(3)	$100	$0	GENERAL OPERATIONS

Field	Value	IRS element (for citing)
Total501c3 Org	5	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 2:	FormAndLineReferenceDesc
Explanation	RECORDS ARE MAINTAINED ON GRANTS INCLUDING A LISTING OF ALL RECIPIENTS AND AWARD AMOUNTS.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	0	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

Field	Value	IRS element (for citing)
Person	WILLIAM CLARKPHD-THRU 83123	PersonNm
Title	FORMER EXECUTIVE DIRECTOR	TitleTxt
Base Compensation Filing Org	$144,297	BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs	$0	CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization	$0	BonusFilingOrganizationAmount
Bonus Related Organizations	$0	BonusRelatedOrganizationsAmt
Other Compensation Filing Org	$0	OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs	$0	OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org	$3,460	DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs	$0	DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org	$0	NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs	$0	NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org	$147,757	TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs	$0	TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org	$0	CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs	$0	CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 3	FISCAL MANAGEMENT OF THE HIV CARE PROGRAM IS PERFORMED BY HEKTOEN, AN UNRELATED TAX EXEMPT ENTITY.
FORM 990, PART VI, SECTION B, LINE 11B	THE BOARD OF DIRECTORS REVIEWS THE FORM 990 PRIOR TO ITS FILING.
FORM 990, PART VI, SECTION B, LINE 12C	THE FOUNDATION REQUIRES AN ANNUAL ASSESSMENT OF ANY POTENTIAL CONFLICTS OF INTEREST.
FORM 990, PART VI, SECTION B, LINE 15	THE PROCESS FOR DETERMINING COMPENSATION REQUIRES REVIEW BY THE EXECUTIVE COMMITTEE, THE USE OF COMPARABLE DATA, AS WELL AS CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION.
FORM 990, PART VI, SECTION C, LINE 19	THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART IX, LINE 11G	CONSULTING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 5,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,000. OTHER CONTRACTUAL SERVICES: PROGRAM SERVICE EXPENSES 987,215. MANAGEMENT AND GENERAL EXPENSES 174. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 987,389. PT LAB FEES/SERVICE: PROGRAM SERVICE EXPENSES 79,860. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 79,860.