HEALTHY COMMUNITIES FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- HEALTHY COMMUNITIES FOUNDATION (EIN 36-4324067)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202513219349106466
- Schema version
- 2024v5.2
- 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 Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T15:35:12-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331374517 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 COMMERCE DRIVE SUITE 301 | AddressLine1Txt |
| City | CRANFORD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 070163618 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364324067 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEALTHY COMMUNITIES FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEAL | BusinessNameControlTxt |
| Phone | 7084435674 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 RIVERSIDE ROAD NO 6 | AddressLine1Txt |
| City | RIVERSIDE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 605462606 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARIA PESQUEIRA | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7084435674 | PhoneNum |
| Signature | 2025-11-15 | 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 | CHRISTOPHER PETERMANN | PreparerPersonNm |
| PTIN | P00097440 | PTIN |
| Phone | 9082726200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $117,469,116 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $87,968 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $87,968 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,058,157 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,010,641 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,748,195 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $37,838,610 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,340,154 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $426,445 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$83,924 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $11,320,765 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,354,839 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $505,986 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $75,898 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $430,088 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $899,376 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $894,200 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $408,581 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $22,066 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $381,136 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $21,754 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $21,754 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $53,417 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $50,917 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $403,617 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $162,901 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $188,763 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $100,068 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $100,049 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $12,700 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9,824 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $115 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $107,721 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $80,740 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $75,454 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $267,872 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $279,562 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,142,791 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $837,301 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $310,082 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,004,623 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,208,039 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,632,071 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,568,916 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $9,426,476 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $12,573,539 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,208,039 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $12,058,547 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,252,774 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,146,800 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $96,168 | CashBOYAmt |
| Cash EOY | $64,300 | CashEOYAmt |
| Cash EOYFMV | $64,300 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $985,089 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,368,013 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,368,013 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $15,642 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $13,665 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $13,665 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $117,598,282 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $115,064,753 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $115,064,753 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $651,064 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $489,483 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $269,302 | LandBOYAmt |
| Land EOY | $161,581 | LandEOYAmt |
| Land EOYFMV | $161,581 | LandEOYFMVAmt |
| Other Assets BOY | $1,188,522 | OtherAssetsBOYAmt |
| Other Assets EOY | $796,804 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $796,804 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $120,153,005 | TotalAssetsBOYAmt |
| Total Assets EOY | $117,469,116 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $117,469,116 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $134,891 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $121,790 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,119,648 | GrantsPayableBOYAmt |
| Grants Payable EOY | $262,088 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $67,597 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $206,789 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,322,136 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $590,667 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $118,830,869 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $116,878,449 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $118,830,869 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $116,878,449 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $120,153,005 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $117,469,116 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $118,830,869 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,252,774 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $117,578,095 | SubtotalAmt |
| Other Decreases | $699,646 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $116,878,449 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $37,552,642 | $34,147,142 | $3,405,500 | $3,405,500 | |
| ALLIED INVENTORS FUND, LLC | -$2 | -$2 | P | ||
| ARGONAUT PRIVATE EQUITY IV, LP | $34,933 | $34,933 | P | ||
| ARGA EMERGING MARKETS EQUITY FUND | $213,775 | $213,775 | P | ||
| CENTANA GROWTH PARTNERS II, LP | $65,235 | $65,235 | P | ||
| KINGSWOOD CAPITAL OPPORTUNITIES FUND I-A, LP | $2,200,755 | $2,200,755 | P | ||
| LITTLEJOHN FUND VI, LP | $163,900 | $163,900 | P | ||
| LUMINATE CAPITAL PARTNERS II, LP | $8,801 | $8,801 | P | ||
| MEANINGFUL PARTNERS DEDICATED CAPITAL VEHICLE I, LP | -$2,962 | -$2,962 | P | ||
| PANGAEA TWO LP | -$8,477 | -$8,477 | P | ||
| RESOURCE LAND FUND IV, LLC | $31,299 | $31,299 | P | ||
| 1SP SEEDING & STRATEGIC CAPITAL FUND II, LP | $27,602 | $27,602 | P | ||
| TRUEBRIDGE CAPITAL PARTNERS FUND VI (CAYMAN) LP | $2,743 | $2,743 | P | ||
| WELLINGTON TRUST COMPANY CTF SMALL CAP OPPS FUND | $87,999 | $87,999 | P | ||
| SER CAPITAL PARTNERS I-A, LP | -$176,999 | -$176,999 | P | ||
| VISTRIA FUND IV (FT), LP | $21 | $21 | P | ||
| RED ARTS CAPITAL OPPORTUNITY FUND I, LP | $63 | $63 | P | ||
| CAPITAL GAINS DIVIDENDS | $285,968 | $285,968 | $285,968 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,340,154 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $99,341 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $99,341 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $99,341 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $139,171 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $139,171 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $39,830 | OverpaymentAmt |
| Applied To ES Tax | $39,830 | 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 | HCFDN.ORG | WebsiteAddressTxt |
| Individual With Books | ELVA GONZALEZ | IndividualWithBooksNm |
| Phone | 7084434516 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 RIVERSIDE ROAD SUITE 6 | AddressLine1Txt |
| City | RIVERSIDE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 605462606 | 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 (14 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MARIA PESQUEIRA | ||||||||
| 19 RIVERSIDE ROAD 6 | RIVERSIDE | IL | 605462606 | PRESIDENT | 40.00 | $292,789 | $43,918 | $1,200 |
| CARL BERGETZ | ||||||||
| 19 RIVERSIDE ROAD 6 | RIVERSIDE | IL | 605462606 | CHAIR, BOARD MEMBER | 4.00 | $0 | $0 | $0 |
| AMALIA S RIOJA | ||||||||
| 19 RIVERSIDE ROAD 6 | RIVERSIDE | IL | 605462606 | TREASURER, BOARD MEMBER | 4.00 | $0 | $0 | $0 |
| DR YESENIA YEPEZ | ||||||||
| 19 RIVERSIDE ROAD 6 | RIVERSIDE | IL | 605462606 | VICE CHAIR, BOARD MEMBER | 4.00 | $0 | $0 | $0 |
| JOSEPH W MCINERNEY | ||||||||
| 19 RIVERSIDE ROAD 6 | RIVERSIDE | IL | 605462606 | SECRETARY, BOARD MEMBER | 4.00 | $0 | $0 | $0 |
| GRACE HOU | ||||||||
| 19 RIVERSIDE ROAD 6 | RIVERSIDE | IL | 605462606 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| ELYSE FORKOSH CUTLER | ||||||||
| 19 RIVERSIDE ROAD 6 | RIVERSIDE | IL | 605462606 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| CHARLES W MULANEY JR | ||||||||
| 19 RIVERSIDE ROAD 6 | RIVERSIDE | IL | 605462606 | BOARD MEMBER THRU 05/24 | 1.00 | $0 | $0 | $0 |
| CARONINA GRIMBLE | ||||||||
| 19 RIVERSIDE ROAD 6 | RIVERSIDE | IL | 605462606 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| DR NGOZI EZIKE | ||||||||
| 19 RIVERSIDE ROAD 6 | RIVERSIDE | IL | 605462606 | BOARD MEMBER AS OF 01/24 | 1.00 | $0 | $0 | $0 |
| CRAIG HUFFMAN | ||||||||
| 19 RIVERSIDE ROAD 6 | RIVERSIDE | IL | 605462606 | TREASURER, BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| CORLISS GARNER | ||||||||
| 19 RIVERSIDE ROAD 6 | RIVERSIDE | IL | 605462606 | BOARD MEMBER AS OF 01/24 | 1.00 | $0 | $0 | $0 |
| EIZABETH SANDOVAL | ||||||||
| 19 RIVERSIDE ROAD 6 | RIVERSIDE | IL | 605462606 | BOARD MEMBER AS OF 01/24 | 1.00 | $0 | $0 | $0 |
| ELVA GONZALEZ | ||||||||
| 19 RIVERSIDE ROAD 6 | RIVERSIDE | IL | 605462606 | CHIEF FINANCIAL OFFICER | 40.00 | $213,197 | $30,929 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| NORA GARCIA | ||||||||
| 19 RIVERSIDE ROAD 6 | RIVERSIDE | IL | 605462606 | DIRECTOR OF PROGRAMS | 40.00 | $174,184 | $25,078 | $0 |
| CHRISTINE M RAMIREZ | ||||||||
| 19 RIVERSIDE ROAD 6 | RIVERSIDE | IL | 605462606 | SR. PROGRAM MGR OF H | 40.00 | $139,747 | $20,062 | $0 |
| JACQUELINE A RODRIGUEZ | ||||||||
| 19 RIVERSIDE ROAD 6 | RIVERSIDE | IL | 605462606 | COMMUNICATIONS DIREC | 40.00 | $127,487 | $18,223 | $0 |
| JULIAN LAZALDE | ||||||||
| 19 RIVERSIDE ROAD 6 | RIVERSIDE | IL | 605462606 | GRANTS & OPS MANAGER | 40.00 | $111,828 | $15,874 | $0 |
| GILLIAN KNIGHT | ||||||||
| 19 RIVERSIDE ROAD 6 | RIVERSIDE | IL | 605462606 | PROGRAM MGR OF LEARN | 40.00 | $100,738 | $14,211 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 3 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS | |||||
| 500 W MADISON STREET SUITE 1700 | CHICAGO | IL | 60661 | INVESTMENT ADVISORY FEES | $117,936 |
| BDO | |||||
| 100 PARK AVENUE | NEW YORK | NY | 10017 | STRATEGIC PLANNING CONSULTING FEES | $60,687 |
| 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 | $120,716,091 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,688,464 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $123,404,555 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $123,404,555 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,851,068 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $121,553,487 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,077,674 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,077,674 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $99,341 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $48,144 | IncomeTaxAmt |
| Total Tax | $147,485 | TotalTaxAmt |
| Distributable Before Adj | $5,930,189 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,930,189 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,930,189 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $12,058,547 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $12,058,547 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,930,189 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $2,636,852 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,640,553 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,062,192 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $10,339,597 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $12,058,547 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,930,189 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,128,358 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $16,467,955 | 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 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $16,467,955 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $2,636,852 | ExcessFromYear3Amt |
| Excess From Year2 | $3,640,553 | ExcessFromYear2Amt |
| Excess From Year1 | $4,062,192 | ExcessFromYear1Amt |
| Excess From Current Year | $6,128,358 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARIA PESQUEIRA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 RIVERSIDE ROAD 6 | AddressLine1Txt |
| City | RIVERSIDE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 605462606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7084435674 | RecipientPhoneNum |
| Recipient Email Address | MPESQUEIRA@HCFDN.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | ONLINE GRANTS PORTAL: TO APPLY FOR FUNDING IN THE GRANT CYCLE, THE LOI AND SUBSEQUENT FULL APPLICATION (IF APPLICABLE) SHOULD BE SUBMITTED VIA OUR ONLINE GRANTS PORTAL, WIZEHIVE. APPLICANTS WITH AN EXISTING WIZEHIVE ACCOUNT WILL SEE THE FUNDING OPPORTUNITY ON THE HOMEPAGE. NEW APPLICANTS MUST CREATE AN ORGANIZATIONAL PROFILE BEFORE HAVING ACCESS TO THE CURRENT GRANT CYCLE. INSTRUCTIONS: SEE OUR WEBSITE AT HTTPS://HCFDN.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MAY 15; JUNE 15; JULY 15; AUG. 15; END OF AUG.-SEPT; DEC. DETAILS ON HTTPS://HCFDN.ORG | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANT ELIGIBILITY-WHO WE FUND: NONPROFIT ORGANIZATIONS THAT ARE EXEMPT FROM FEDERAL INCOME TAX UNDER PROVISIONS OF SECTION 501(C)(3) OF THE IRS CODE. ORGANIZATIONS THAT ARE NOT TAX EXEMPT MAY APPLY WITH A FISCAL AGENT. FOR AN ORGANIZATION TO BE ELIGIBLE, AT LEAST 20% OF TOTAL INDIVIDUALS SERVED MUST LIVE IN OUR SERVICE REGION. FOR HOSPITALS AND UNIVERSITY SYSTEMS WITH OPERATING BUDGETS GREATER THAN $10 MILLION, WE WILL ONLY AWARD PROJECT SUPPORT GRANTS FOR INITIATIVES LOCATED WITHIN OUR SERVICE REGION WHICH DEMONSTRATE A STRATEGIC PARTNERSHIP WITH AND STRONG COMMITMENT TO LOCAL COMMUNITY PARTNER(S). WHAT WE DO NOT FUND: BUSINESSES CAPITAL CAMPAIGNS, GOVERNMENT ENTITIES, INDIVIDUALS, NATIONAL ORGANIZATIONS NOT FOCUSED ON OUR SERVICE REGION, PARTISAN POLITICAL ACTIVITIES, RELIGIOUS ACTIVITIES, SCHOLARSHIPS, SCHOOL DISTRICTS & INDIVIDUAL SCHOOLS (INCLUDING PTOS). GENERALLY, WE DO NOT FUND MORE THAN 10% OF AN ORG.S OPERATING BUDGET. ONLY CAPITAL EXP. FOR MTLS. CONSIDERED FOR FUNDING. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (118 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A BLESSING HAND | |||||||
| 3238 W 64TH STREET | CHICAGO | IL | 60629 | N/A | PC | GENERAL OPERATING SUPPORT | $1,500 |
| A HOUSE IN AUSTIN | |||||||
| 533 N PINE AVE | CHICAGO | IL | 60644 | N/A | PC | GENERAL OPERATING SUPPORT | $35,000 |
| ADLER UNIVERSITY | |||||||
| 17 N DEARBORN ST 15TH FLOOR | CHICAGO | IL | 60602 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 |
| AGING CARE CONNECTIONS | |||||||
| 111 W HARRIS AVENUE | LA GRANGE | IL | 60525 | N/A | PC | GENERAL OPERATING SUPPORT-COMMUNITY HEALTH WORKERS | $70,433 |
| ALIVIO MEDICAL CENTER | |||||||
| 966 W 21ST ST | CHICAGO | IL | 60608 | N/A | PC | GENERAL OPERATING SUPPORT | $220,000 |
| ALIVIO MEDICAL CENTER | |||||||
| 966 W 21ST ST | CHICAGO | IL | 60608 | N/A | PC | GENERAL OPERATING SUPPORT-COMMUNITY HEALTH WORKERS | $121,284 |
| ALL OUR CHILDREN'S ADVOCACY CENTER | |||||||
| 8651 S 79TH AVE | JUSTICE | IL | 60458 | N/A | PC | GENERAL OPERATING SUPPORT | $40,000 |
| ALL OUR CHILDREN'S ADVOCACY CENTER | |||||||
| 8651 S 79TH AVE | JUSTICE | IL | 60458 | N/A | PC | GENERAL OPERATING SUPPORT - RESPONSIVE | $9,425 |
| ALLIANCE TO END HOMELESSNESS IN SUBURBAN COOK COUNTY | |||||||
| 4415 HARRISON STREET SUITE 228 | HILLSIDE | IL | 601621904 | N/A | PC | GENERAL OPERATING SUPPORT | $40,000 |
| AMERICAN INDIAN CENTER CHICAGO | |||||||
| 3401 W AINSLIE ST | CHICAGO | IL | 60625 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 |
| AMPT ADVANCING NONPROFITS | |||||||
| 600 W CERMAK RD SUITE 2C | CHICAGO | IL | 60616 | N/A | PC | GENERAL OPERATING SUPPORT-STRATEGIC INITIATIVE | $110,000 |
| ARAB AMERICAN FAMILY SERVICES | |||||||
| 7000 W 111TH ST SUITE 300 | WORTH | IL | 60482 | N/A | PC | GENERAL OPERATING SUPPORT | $220,000 |
| ARISE CHICAGO | |||||||
| 1700 W HUBBARD ST SUITE 2E | CHICAGO | IL | 60622 | N/A | PC | GENERAL OPERATING SUPPORT | $55,000 |
| AUSTIN COMING TOGETHER | |||||||
| 5500 W MADISON ST | CHICAGO | IL | 60644 | N/A | PC | GENERAL OPERATING SUPPORT | $95,000 |
| BEDS PLUS CARE INC | |||||||
| 9601 OGDEN AVENUE | LA GRANGE | IL | 60525 | N/A | PC | GENERAL OPERATING SUPPORT | $75,000 |
| BEDS PLUS CARE INC | |||||||
| 9601 OGDEN AVENUE | LA GRANGE | IL | 60525 | N/A | PC | GENERAL OPERATING SUPPORT-COMMUNITY HEALTH WORKERS | $81,908 |
| BEYOND HUNGER | |||||||
| 848 LAKE STREET | OAK PARK | IL | 60301 | N/A | PC | GENERAL OPERATING SUPPORT | $60,000 |
| BLACKROOTS ALLIANCE | |||||||
| 601 S CALIFORNIA AVE | CHICAGO | IL | 60612 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 |
| BORDERLESS MAGAZINE NFP | |||||||
| 4753 N BROADWAY 2ND FLOOR | CHICAGO | IL | 60640 | N/A | PC | GENERAL OPERATING SUPPORT | $45,000 |
| BRAVE SPACE ALLIANCE | |||||||
| 1515 E 52ND PL 3RD FLOOR | CHICAGO | IL | 60615 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 |
| BRIGHTON PARK NEIGHBORHOOD COUNCIL | |||||||
| 4477 S ARCHER AVE | CHICAGO | IL | 60632 | N/A | PC | GENERAL OPERATING SUPPORT | $220,000 |
| BUILD INC | |||||||
| 5100 W HARRISON STREET | CHICAGO | IL | 60644 | N/A | PC | GENERAL OPERATING SUPPORT | $220,000 |
| CASA CENTRAL | |||||||
| 1343 N CALIFORNIA AVE | CHICAGO | IL | 60622 | N/A | PC | GENERAL OPERATING SUPPORT | $56,000 |
| CATHOLIC CHARITIES OF ARCHDIOCESE CHICAGO | |||||||
| 721 NORTH LASALLE STREET | CHICAGO | IL | 60654 | N/A | PC | GENERAL OPERATING SUPPORT | $2,000 |
| CENTER FOR INDEPENDENCE THROUGH CONDUCTIVE EDUCATION INC | |||||||
| 100 W PLAINFIELD RD STE 100 | COUNTRYSIDE | IL | 60525 | N/A | PC | GENERAL OPERATING SUPPORT | $60,000 |
| CENTRO SANAR | |||||||
| 5013 S HERMITAGE AVE | CHICAGO | IL | 60609 | N/A | PC | GENERAL OPERATING SUPPORT | $70,000 |
| CHICAGO COMMUNITY AND WORKERS' RIGHTS | |||||||
| 1701 W 18TH PL | CHICAGO | IL | 60608 | N/A | PC | GENERAL OPERATING SUPPORT | $60,000 |
| CHICAGO COMMUNITY TRUST | |||||||
| 225 N MICHIGAN AVENUE 2200 | CHICAGO | IL | 60601 | N/A | PC | GENERAL OPERATING SUPPORT-IL FUNDERS COLLABORATIVE | $200,000 |
| CHICAGO WORKERS COLLABORATIVE | |||||||
| 6925 CERMAK ROAD | BERWYN | IL | 60402 | N/A | PC | GENERAL OPERATING SUPPORT | $60,000 |
| CHI-CARES | |||||||
| 2711 N HALSTED ST | CHICAGO | IL | 60614 | N/A | PC | GENERAL OPERATING SUPPORT-STRATEGIC INITIATIVE | $60,000 |
| CITY BUREAU NFP | |||||||
| 1937 S 50TH AVE | CICERO | IL | 60804 | N/A | PC | GENERAL OPERATING SUPPORT | $45,000 |
| COALITION FOR SPIRITUAL AND PUBLIC LEADERSHIP | |||||||
| 329 W 18TH ST SUITE 715 | CHICAGO | IL | 60616 | N/A | PC | GENERAL OPERATING SUPPORT | $60,000 |
| COMMUNITYHEALTH | |||||||
| 2611 W CHICAGO AVE | CHICAGO | IL | 60622 | N/A | PC | GENERAL OPERATING SUPPORT | $115,000 |
| CORAZON COMMUNITY SERVICES | |||||||
| 5339 WEST 25TH STREET | CICERO | IL | 60804 | N/A | PC | GENERAL OPERATING SUPPORT - RESPONSIVE | $3,600 |
| CORAZON COMMUNITY SERVICES | |||||||
| 5339 WEST 25TH STREET | CICERO | IL | 60804 | N/A | PC | GENERAL OPERATING SUPPORT | $90,000 |
| CROSSROADS FUND | |||||||
| 3411 W DIVERSEY AVE 20 | CHICAGO | IL | 60647 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 |
| DEVICES 4 THE DISABLED | |||||||
| 2701 W 36TH PLACE | CHICAGO | IL | 606321616 | N/A | PC | GENERAL OPERATING SUPPORT | $35,000 |
| DION'S CHICAGO DREAM | |||||||
| 6235 S HOMAN | CHICAGO | IL | 60629 | N/A | PC | GENERAL OPERATING SUPPORT | $40,000 |
| EL VALOR | |||||||
| 1850 W 21ST ST | CHICAGO | IL | 60608 | N/A | PC | GENERAL OPERATING SUPPORT | $85,000 |
| ENLACE CHICAGO | |||||||
| 2759 S HARDING AVE | CHICAGO | IL | 60623 | N/A | PC | GENERAL OPERATING SUPPORT | $220,000 |
| ENLACE CHICAGO | |||||||
| 2759 S HARDING AVE | CHICAGO | IL | 60623 | N/A | PC | GENERAL OPERATING SUPPORT-STRATEGIC INITIATIVE | $15,000 |
| EQUAL HOPE | |||||||
| 300 S ASHLAND AVENUE | CHICAGO | IL | 60607 | N/A | PC | GENERAL OPERATING SUPPORT | $200,000 |
| EQUITICITY | |||||||
| 1655 S BLUE ISLAND AVE 753 | CHICAGO | IL | 60608 | N/A | PC | GENERAL OPERATING SUPPORT | $60,000 |
| ERIE NEIGHBORHOOD HOUSE | |||||||
| 1701 W SUPERIOR ST | CHICAGO | IL | 60622 | N/A | PC | GENERAL OPERATING SUPPORT | $220,250 |
| ESPERANZA HEALTH CENTER | |||||||
| 1940 S WESTERN AVE SUITE 205 | CHICAGO | IL | 60608 | N/A | PC | GENERAL OPERATING SUPPORT | $220,000 |
| EVERTHRIVE ILLINOIS | |||||||
| 1006 S MICHIGAN AVE SUITE 200 | CHICAGO | IL | 60605 | N/A | PC | GENERAL OPERATING SUPPORT | $75,000 |
| FAMILY FOCUS | |||||||
| 310 S PEORIA ST SUITE 301 | CHICAGO | IL | 60607 | N/A | PC | GENERAL OPERATING SUPPORT | $90,000 |
| FAMILY SERVICE AND MENTAL HEALTH CENTER OF CICERO | |||||||
| 5341 W CERMAK ROAD | CICERO | IL | 60804 | N/A | PC | GENERAL OPERATING SUPPORT | $145,000 |
| FOREFRONT | |||||||
| 200 W MADISON ST | CHICAGO | IL | 60606 | N/A | PC | GENERAL OPERATING SUPPORT-STRATEGIC INITIATIVE | $368,000 |
| FOREFRONT | |||||||
| 200 WEST MADISON STREET 2ND | CHICAGO | IL | 60606 | N/A | PC | GENERAL OPERATING SUPPORT-FISC SPONSOR FOR CAAIP | $10,000 |
| GADS HILL CENTER | |||||||
| 1919 WEST CULLERTON STREET | CHICAGO | IL | 60608 | N/A | PC | GENERAL OPERATING SUPPORT | $220,000 |
| GAGE PARK LATINX COUNCIL | |||||||
| 4455 SOUTH KING DRIVE SUITE 101 B | CHICAGO | IL | 60653 | N/A | PC | GENERAL OPERATING SUPPORT - RESPONSIVE | $5,000 |
| GAGE PARK LATINX COUNCIL | |||||||
| 4455 SOUTH KING DRIVE SUITE 101 B | CHICAGO | IL | 60653 | N/A | PC | GENERAL OPERATING SUPPORT | $60,000 |
| GARDENEERS | |||||||
| 3414 W ROOSEVELT RD | CHICAGO | IL | 60624 | N/A | PC | GENERAL OPERATING SUPPORT | $35,000 |
| GREATER CHICAGO FOOD DEPOSITORY | |||||||
| 4100 WEST ANN LURIE PLACE | CHICAGO | IL | 60632 | N/A | PC | GENERAL OPERATING SUPPORT | $30,000 |
| HEALING TO ACTION | |||||||
| 332 S MICHIGAN AVE LOWER SUITE/H696 | CHICAGO | IL | 60647 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 |
| HEALTH AND MEDICINE POLICY RESEARCH GROUP | |||||||
| 29 E MADISON STREET SUITE 602 | CHICAGO | IL | 60602 | N/A | PC | GENERAL OPERATING SUPPORT | $87,933 |
| HEALTH AND MEDICINE POLICY RESEARCH GROUP | |||||||
| 29 E MADISON STE 602 | CHICAGO | IL | 60602 | N/A | PC | GENERAL OPERATING SUPPORT-COMMUNITY HEALTH WORKERS | $75,000 |
| HEALTHCARE ALTERNATIVE SYSTEMS INC | |||||||
| 4734 W CHICAGO AVE | CHICAGO | IL | 60651 | N/A | PC | GENERAL OPERATING SUPPORT | $85,000 |
| HEALTHCARE ALTERNATIVE SYSTEMS INC | |||||||
| 4734 W CHICAGO AVE | CHICAGO | IL | 60651 | N/A | PC | GENERAL OPERATING SUPPORT-COMMUNITY HEALTH WORKERS | $132,387 |
| HOUSING FORWARD | |||||||
| 1851 SOUTH 9TH AVENUE | MAYWOOD | IL | 60153 | N/A | PC | GENERAL OPERATING SUPPORT | $85,000 |
| ILLINOIS COALITION FOR IMMIGRANTS AND REFUGEE RIGHTS | |||||||
| 228 S WABASH AVE SUITE 800 | CHICAGO | IL | 60604 | N/A | PC | GENERAL OPERATING SUPPORT - RESPONSIVE | $7,700 |
| ILLINOIS COALITION FOR IMMIGRANTS AND REFUGEE RIGHTS | |||||||
| 228 S WABASH AVE SUITE 800 | CHICAGO | IL | 60604 | N/A | PC | GENERAL OPERATING SUPPORT-STRATEGIC INITIATIVE | $125,000 |
| ILLINOIS COALITION FOR IMMIGRANTS AND REFUGEE RIGHTS | |||||||
| 228 S WABASH AVE SUITE 800 | CHICAGO | IL | 60604 | N/A | PC | GENERAL OPERATING SUPPORT | $175,000 |
| ILLINOIS COMMUNITY HEALTH WORKER ASSOCIATION | |||||||
| 9038 S UNIVERSITY AVENUE | CHICAGO | IL | 60619 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 |
| ILLINOIS LEGISLATIVE LATINO CAUCUS FOUNDATION | |||||||
| 320 S CANAL ST SUITE 3300 | CHICAGO | IL | 60606 | N/A | PC | GENERAL OPERATING SUPPORT | $40 |
| ILLINOIS PARTNERS FOR HUMAN SERVICE | |||||||
| 33 WEST GRAND AVENUE SUITE 300 | CHICAGO | IL | 60654 | N/A | PC | GENERAL OPERATING SUPPORT | $45,000 |
| ILLINOIS UNIDOS | |||||||
| 4131 W BELMONT AVENUE SUITE D | CHICAGO | IL | 60641 | N/A | PC | GENERAL OPERATING SUPPORT | $65,500 |
| INNER-CITY MUSLIM ACTION NETWORK | |||||||
| 2745 W 63RD ST | CHICAGO | IL | 60629 | N/A | PC | GENERAL OPERATING SUPPORT | $220,000 |
| INSTITUTO DEL PROGRESO LATINO | |||||||
| 2520 S WESTERN AVE | CHICAGO | IL | 60608 | N/A | PC | GENERAL OPERATING SUPPORT | $127,036 |
| LATINO ALZHEIMER'S AND MEMORY DISORDERS ALLIANCE | |||||||
| 6112 W CERMAK RD | CICERO | IL | 60804 | N/A | PC | GENERAL OPERATING SUPPORT | $75,000 |
| LATINO ALZHEIMER'S AND MEMORY DISORDERS ALLIANCE | |||||||
| 6112 W CERMAK RD | CICERO | IL | 60804 | N/A | PC | GENERAL OPERATING SUPPORT-STRATEGIC INITIATIVE | $20,000 |
| LATINO POLICY FORUM | |||||||
| 17 N STATE ST STE 1705 | CHICAGO | IL | 60602 | N/A | PC | GENERAL OPERATING SUPPORT | $120,261 |
| LATINOS PROGRESANDO | |||||||
| 2724 W CERMAK | CHICAGO | IL | 60608 | N/A | PC | GENERAL OPERATING SUPPORT-STRATEGIC INITIATIVE | $25,000 |
| LATINOS PROGRESANDO | |||||||
| 3047 W CERMAK | CHICAGO | IL | 60623 | N/A | PC | GENERAL OPERATING SUPPORT | $220,000 |
| LAWNDALE CHRISTIAN HEALTH CENTER | |||||||
| 3860 W OGDEN AVE | CHICAGO | IL | 60623 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 |
| LEADERSHIP GREATER CHICAGO | |||||||
| 303 E WACKER DR SUITE 2060 | CHICAGO | IL | 60601 | N/A | PC | GENERAL OPERATING SUPPORT | $250 |
| LEGAL COUNCIL FOR HEALTH JUSTICE | |||||||
| 17 N STATE SUITE 900 | CHICAGO | IL | 60602 | N/A | PC | GENERAL OPERATING SUPPORT | $60,000 |
| LOYOLA UNIVERSITY CHICAGO | |||||||
| 820 N MICHIGAN AVE | CHICAGO | IL | 60611 | N/A | PC | GENERAL OPERATING SUPPORT | $60,000 |
| MACNEAL HOSPITAL - LOYOLA MEDICINE | |||||||
| 701 W NORTH AVE | MELROSE PARK | IL | 60160 | N/A | PC | GENERAL OPERATING SUPPORT | $40,000 |
| METROPOLITAN FAMILY SERVICES | |||||||
| 101 N WACKER DRIVE 17TH FLOOR | CHICAGO | IL | 60606 | N/A | PC | GENERAL OPERATING SUPPORT-STRATEGIC INITIATIVE | $25,000 |
| MOBILE CARE CHICAGO | |||||||
| 239 W ROOT STREET | CHICAGO | IL | 60609 | N/A | PC | GENERAL OPERATING SUPPORT | $60,000 |
| MOBILE CARE CHICAGO | |||||||
| 239 W ROOT STREET | CHICAGO | IL | 60609 | N/A | PC | GENERAL OPERATING SUPPORT - RESPONSIVE | $14,500 |
| MUJERES LATINAS EN ACCION | |||||||
| 2124 W 21ST PL | CHICAGO | IL | 60608 | N/A | PC | GENERAL OPERATING SUPPORT | $220,000 |
| MUJERES LATINAS EN ACCION | |||||||
| 2124 W 21ST PL | CHICAGO | IL | 60608 | N/A | PC | GENERAL OPERATING SUPPORT-STRATEGIC INITIATIVE | $165,000 |
| MUJERES LATINAS EN ACCION | |||||||
| 2124 W 21ST PLACE | CHICAGO | IL | 60608 | N/A | PC | GENERAL OPERATING SUPPORT-COMMUNITY HEALTH WORKERS | $142,654 |
| NAMI METRO SUBURBAN | |||||||
| PO BOX 977 | OAK PARK | IL | 60302 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 525 W MONROE STREET 1510 | CHICAGO | IL | 60661 | N/A | PC | GENERAL OPERATING SUPPORT | $1,850 |
| NEO PHILANTHROPY | |||||||
| 1001 AVENUE OF THE AMERICAS | NEW YORK | IL | 10018 | N/A | PC | GENERAL OPERATING SUPPORT-STRATEGIC INITIATIVE | $50,000 |
| NEW LIFE CENTERS OF CHICAGOLAND | |||||||
| 4101 W 51ST ST | CHICAGO | IL | 60632 | N/A | PC | GENERAL OPERATING SUPPORT-STRATEGIC INITIATIVE | $40,000 |
| NEW MOMS INC | |||||||
| 5317 W CHICAGO AVE | CHICAGO | IL | 60651 | N/A | PC | GENERAL OPERATING SUPPORT | $80,000 |
| PASO - WEST SUBURBAN ACTION PROJECT | |||||||
| 501 W NORTH AVE | MELROSE PARK | IL | 60160 | N/A | PC | GENERAL OPERATING SUPPORT | $55,000 |
| PCC COMMUNITY WELLNESS CENTER | |||||||
| 14 LAKE STREET | OAK PARK | IL | 60302 | N/A | PC | GENERAL OPERATING SUPPORT | $35,000 |
| PEOPLECARE INC | |||||||
| 60 AKENSIDE ROAD | RIVERSIDE | IL | 60546 | N/A | PC | GENERAL OPERATING SUPPORT - RESPONSIVE | $5,000 |
| PILLARS COMMUNITY HEALTH | |||||||
| 5220 EAST AVENUE | COUNTRYSIDE | IL | 60525 | N/A | PC | GENERAL OPERATING SUPPORT | $212,965 |
| PREVENTION PARTNERSHIP INC | |||||||
| 5936 W LAKE STREET | CHICAGO | IL | 60644 | N/A | PC | GENERAL OPERATING SUPPORT-STRATEGIC INITIATIVE | $10,000 |
| PRIMO CENTER | |||||||
| 6212 SOUTH SANGAMON STREET | CHICAGO | IL | 60621 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 |
| PROVISO PARTNERS FOR HEALTH | |||||||
| 602 N 3RD AVE | MAYWOOD | IL | 60153 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 |
| QUINN CENTER OF ST EULALIA | |||||||
| 815 LEXINGTON ST | MAYWOOD | IL | 60153 | N/A | PC | GENERAL OPERATING SUPPORT | $60,000 |
| REAL FOODS COLLECTIVE | |||||||
| 602 N 3RD AVE | MAYWOOD | IL | 60153 | N/A | PC | GENERAL OPERATING SUPPORT | $45,000 |
| SARAH'S INN | |||||||
| 1547 CIRCLE AVENUE | FOREST PARK | IL | 60130 | N/A | PC | GENERAL OPERATING SUPPORT | $40,000 |
| SHRIVER CENTER ON POVERTY LAW | |||||||
| 67 E MADISON ST SUITE 2000 | CHICAGO | IL | 60603 | N/A | PC | GENERAL OPERATING SUPPORT | $90,500 |
| SINAI URBAN HEALTH INSTITUTE | |||||||
| 1500 S FAIRFIELD AVE F-125 | CHICAGO | IL | 60608 | N/A | PC | GENERAL OPERATING SUPPORT | $75,500 |
| SINAI URBAN HEALTH INSTITUTE | |||||||
| 1500 S FAIRFIELD AVE F-125 | CHICAGO | IL | 60608 | N/A | PC | GENERAL OPERATING SUPPORT-STRATEGIC INITIATIVE | $165,000 |
| SISTERHOUSE | |||||||
| 25 WASHINGTON BOULEVARD | OAK PARK | IL | 60304 | N/A | PC | GENERAL OPERATING SUPPORT | $40,000 |
| SOUTHWEST ORGANIZING PROJECT | |||||||
| 2558 W 63RD ST | CHICAGO | IL | 60629 | N/A | PC | GENERAL OPERATING SUPPORT | $115,000 |
| TALLER DE JOSE | |||||||
| 5533 S SAWYER AVENUE | CHICAGO | IL | 60629 | N/A | PC | GENERAL OPERATING SUPPORT | $40,000 |
| TASKFORCE PREVENTION AND COMMUNITY SERVICES | |||||||
| 9 N CICERO AVE | CHICAGO | IL | 60644 | N/A | PC | GENERAL OPERATING SUPPORT | $90,000 |
| THE COALITION FOR IMMIGRANT MENTAL HEALTH | |||||||
| 211 S CLARK STREET PO 2829 | CHICAGO | IL | 60604 | N/A | PC | GENERAL OPERATING SUPPORT-STRATEGIC INITIATIVE | $30,000 |
| THE FIREHOUSE DREAM | |||||||
| 511 SAINT CHARLES RD | MAYWOOD | IL | 60153 | N/A | PC | GENERAL OPERATING SUPPORT | $35,000 |
| THE LINCOLN ACADEMY OF ILLINOIS | |||||||
| 1 SW OLD STATE CAPITOL PLAZA | SPRINGFIELD | IL | 62701 | N/A | PC | GENERAL OPERATING SUPPORT | $2,000 |
| THE SOUTHWEST COLLECTIVE | |||||||
| 4444 S PULASKI RD | CHICAGO | IL | 60632 | N/A | PC | GENERAL OPERATING SUPPORT-STRATEGIC INITIATIVE | $25,000 |
| UCAN | |||||||
| 3605 W FILLMORE STREET | CHICAGO | IL | 60624 | N/A | PC | GENERAL OPERATING SUPPORT | $30,000 |
| URBAN GROWERS COLLECTIVE | |||||||
| 1200 W 35TH ST 118 | CHICAGO | IL | 60609 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 |
| WAY BACK INN INC | |||||||
| 104 OAK ST | MAYWOOD | IL | 60153 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 |
| WEST COOK YMCA | |||||||
| 255 S MARION ST | OAK PARK | IL | 60302 | N/A | PC | GENERAL OPERATING SUPPORT | $60,000 |
| WEST SIDE SERVICE CONNECTOR | |||||||
| PO BOX 1853 | OAK PARK | IL | 60304 | N/A | PC | GENERAL OPERATING SUPPORT-STRATEGIC INITIATIVE | $25,000 |
| YOUTH CROSSROADS INC | |||||||
| 6501 STANLEY AVENUE | BERWYN | IL | 60402 | N/A | PC | GENERAL OPERATING SUPPORT | $145,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $9,426,476 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BEYOND HUNGER | |||||||
| 848 LAKE STREET | OAK PARK | IL | 60301 | N/A | PC | GENERAL OPERATING SUPPORT- MATCH/GIFT | $6,000 |
| CASA CENTRAL | |||||||
| 1343 N CALIFORNIA AVE | CHICAGO | IL | 60622 | N/A | PC | GENERAL OPERATING SUPPORT- MATCH/GIFT | $1,000 |
| CATHOLIC CHARITIES OF ARCHDIOCESE CHICAGO | |||||||
| 721 NORTH LASALLE STREET | CHICAGO | IL | 60654 | N/A | PC | GENERAL OPERATING SUPPORT- MATCH/GIFT | $5,000 |
| CHICAGO CHESS FOUNDATION | |||||||
| PO BOX 10259 | CHICAGO | IL | 60610 | N/A | PC | GENERAL OPERATING SUPPORT- MATCH/GIFT | $206 |
| CHICAGO COMMUNITY TRUST | |||||||
| 225 N MICHIGAN AVENUE 2200 | CHICAGO | IL | 60601 | N/A | PC | GENERAL OPERATING SUPPORT-STRATEGIC INITIATIVE | $100,000 |
| CROSSROADS FUND | |||||||
| 3411 W DIVERSEY AVE 20 | CHICAGO | IL | 60647 | N/A | PC | GENERAL OPERATING SUPPORT-STRATEGIC INITIATIVE | $10,000 |
| CROSSROADS FUND | |||||||
| 3411 W DIVERSEY AVE 20 | CHICAGO | IL | 60647 | N/A | PC | GENERAL OPERATING SUPPORT- MATCH/GIFT | $300 |
| EQUITICITY | |||||||
| 1655 S BLUE ISLAND AVE 753 | CHICAGO | IL | 60608 | N/A | PC | GENERAL OPERATING SUPPORT- MATCH/GIFT | $515 |
| ESPERANZA HEALTH CENTER | |||||||
| 1940 S WESTERN AVE SUITE 205 | CHICAGO | IL | 60608 | N/A | PC | GENERAL OPERATING SUPPORT- MATCH/GIFT | $1,000 |
| FOREFRONT | |||||||
| 200 WEST MADISON STREET 2ND | CHICAGO | IL | 60606 | N/A | PC | GENERAL OPERATING SUPPORT-STRATEGIC INITIATIVE | $10,000 |
| FRIENDS OF SEARS SUNKEN GARDEN | |||||||
| 116 S WESTERN AVE PO BOX 12528 | CHICAGO | IL | 60612 | N/A | PC | GENERAL OPERATING SUPPORT- MATCH/GIFT | $500 |
| HOUSING FORWARD | |||||||
| 1851 SOUTH 9TH AVENUE | MAYWOOD | IL | 60153 | N/A | PC | GENERAL OPERATING SUPPORT- MATCH/GIFT | $1,000 |
| ILLINOIS COMMUNITY HEALTH WORKER ASSOCIATION | |||||||
| 9038 S UNIVERSITY AVENUE | CHICAGO | IL | 60619 | N/A | PC | GENERAL OPERATING SUPPORT-STRATEGIC INITIATIVE | $100,000 |
| JUSTICE FOR MIGRANT WOMEN | |||||||
| 1907 W STATE STREET 184 | FREMONT | OH | 43420 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 |
| LAWNDALE POPUPSPOT | |||||||
| 1228 W WINONA STREET 2N | CHICAGO | IL | 60640 | N/A | PC | GENERAL OPERATING SUPPORT- MATCH/GIFT | $250 |
| LITTLE VILLAGE ENVIRONMENTAL JUSTICE ORGANIZATION | |||||||
| 2445 S SPAULDING AVE | CHICAGO | IL | 60623 | N/A | PC | GENERAL OPERATING SUPPORT- MATCH/GIFT | $504 |
| MUJERES LATINAS EN ACCION | |||||||
| 2124 W 21ST PLACE | CHICAGO | IL | 60608 | N/A | PC | GENERAL OPERATING SUPPORT- MATCH/GIFT | $1,000 |
| NEW MOMS INC | |||||||
| 5317 W CHICAGO AVE | CHICAGO | IL | 60651 | N/A | PC | GENERAL OPERATING SUPPORT- MATCH/GIFT | $1,000 |
| OAK PARK RIVER FOREST COMMUNITY FOUNDATION | |||||||
| 1049 LAKE ST 204 | OAK PARK | IL | 60301 | N/A | PC | GENERAL OPERATING SUPPORT-STRATEGIC INITIATIVE | $10,000 |
| SINAI URBAN HEALTH INSTITUTE | |||||||
| 1500 S FAIRFIELD AVE F-125 | CHICAGO | IL | 60608 | N/A | PC | GENERAL OPERATING SUPPORT- MATCH/GIFT | $6,000 |
| TELPOCHCALL COMMUNITY EDUCATION PROJECT | |||||||
| 2832 W 24TH BLVD | CHICAGO | IL | 60623 | N/A | PC | GENERAL OPERATING SUPPORT- MATCH/GIFT | $1,400 |
| UCAN | |||||||
| 3605 W FILLMORE STREET | CHICAGO | IL | 60624 | N/A | PC | GENERAL OPERATING SUPPORT- MATCH/GIFT | $1,000 |
| URBAN GROWERS COLLECTIVE | |||||||
| 1200 W 35TH ST 118 | CHICAGO | IL | 60609 | N/A | PC | GENERAL OPERATING SUPPORT- MATCH/GIFT | $413 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $262,088 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $87,968 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $74 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,058,083 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $414,207 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $25,827 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,722,368 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| UBIT PARTNERSHIP GAIN THROUGH K-1 | 901101 | $236,599 | 01 | -$236,599 |
| OTHER INVESTMENT INCOME | 01 | $532 | ||
| FEDERAL EXCISE TAX REFUND | 01 | $11,706 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $262,500 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $11,058,265 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,320,765 | 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 AND TAX PREPARATION | CategoryTxt |
| Amt | $53,417 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $50,917 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (54 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 1SP SEEDING & STRATEGIC CAPITAL FUND II, LP | FMV | $1,399,646 | $1,399,646 |
| 3 BOMERANG CAPITAL I (PARALLEL), LP | FMV | $299,184 | $299,184 |
| 400 CAPITAL CREDIT OPP FUND, LTD | FMV | $1,558,607 | $1,558,607 |
| ARGA EMERGING MARKETS EQUITY FUND | FMV | $1,968,051 | $1,968,051 |
| ARGONAUT PRIVATE EQUITY FUND IV | FMV | $1,479,241 | $1,479,241 |
| ARTISAN HIGH INCOME FUND | FMV | $1,224,664 | $1,224,664 |
| BLUE SEA CAPITAL FUND II, LP | FMV | $2,591,279 | $2,591,279 |
| BRANDYWINE GLOBAL OPP BOND FUND | FMV | $1,120,905 | $1,120,905 |
| BRECKINRIDGE SUSTAINABLE CORE | FMV | $6,489,658 | $6,489,658 |
| BREVAN HOWARD ALPHA STRAT FUND | FMV | $1,181,039 | $1,181,039 |
| CAUSEWAY INTERNATIONAL VALUE | FMV | $4,306,697 | $4,306,697 |
| CENTANA GROWTH PARTNERS II, LP | FMV | $1,676,166 | $1,676,166 |
| CEVIAN CAPITAL II, LTD | FMV | $1,981,633 | $1,981,633 |
| COHEN & STEERS INSTL REALTY SHARES (CSRIX) | FMV | $2,244,320 | $2,244,320 |
| DAVIDSON KEMPNER INT'L (BVI), LTD | FMV | $2,113,902 | $2,113,902 |
| DODGE COX INCOME FUND (DODIX) | FMV | $5,830,623 | $5,830,623 |
| DWS INVESTMENT MANAGEMENT | FMV | $14,606,585 | $14,606,585 |
| DWS RREEF REAL ASSETS FUND (AAASX) | FMV | $2,766,817 | $2,766,817 |
| EMPYREAN CAPITAL OVERSEAS FUND LTD | FMV | $1,008,827 | $1,008,827 |
| FIDELITY INFLATION PROTECTED BOND | FMV | $1,233,636 | $1,233,636 |
| FS EQUITY PARTNERS VIII, LP | FMV | $1,364,395 | $1,364,395 |
| GQG PARTNERS EMERGING MARKETS EQUITY FUND (GQGIX) | FMV | $2,210,412 | $2,210,412 |
| HARBOR MID CAP FUND INST (HMCLX) | FMV | $4,424,038 | $4,424,038 |
| HBK MULTI-STRATEGY OFFSHORE FUND, LTD | FMV | $2,179,826 | $2,179,826 |
| INVICTUS GROWTH FUND II, LP | FMV | $560,735 | $560,735 |
| JHANCOCK INTERNATIONAL DYNAMIC | FMV | $4,292,374 | $4,292,374 |
| JP MORGAN CORE BOND FUND I (WOBDX) | FMV | $5,823,149 | $5,823,149 |
| KINGSWOOD CAPITAL OPPORTUNITIES FUND I-A, LP | FMV | $487,575 | $487,575 |
| KINGSWOOD CAPITAL OPPORTUNITIES FUND II-A, LP | FMV | $1,874,532 | $1,874,532 |
| LITTLEJOHN FUND VI, LP | FMV | $2,154,596 | $2,154,596 |
| LUMINATE CAPITAL PARTNERS II, LP | FMV | $1,067,446 | $1,067,446 |
| LUMINATE CAPITAL PARTNERS III-A, LP | FMV | $1,623,915 | $1,623,915 |
| MEANINGFUL PARTNERS DC VEHICLE I, LP | FMV | $1,769,648 | $1,769,648 |
| MEANINGFUL PARTNERS DEDICATED CAPITAL VEHICLE II, LP | FMV | $1,080,628 | $1,080,628 |
| MIDOCEAN CREDIT OPP OFFSHORE FUND, LTD | FMV | $44,350 | $44,350 |
| MW EUREKA FUND | FMV | $2,471,919 | $2,471,919 |
| NEXPHASE CAPITAL FUND V-A, LP | FMV | $166,557 | $166,557 |
| P4G CAPITAL PARTNERS I-A, LP | FMV | $3,329,630 | $3,329,630 |
| PANGAEA TWO, LP | FMV | $1,254,421 | $1,254,421 |
| QUESTA CAPITAL PARTNERS I, LP | FMV | $1,451,562 | $1,451,562 |
| QUESTA CAPITAL PARTNERS II, LP | FMV | $1,506,073 | $1,506,073 |
| QUESTA CAPITAL PARTNERS III, LP | FMV | $466,553 | $466,553 |
| RED ARTS CAPITAL OPPORTUNITY FUND I, LP | FMV | $1,467,676 | $1,467,676 |
| RESOLVE GROWTH PARTNERS FUND II, LP | FMV | $602,271 | $602,271 |
| RESOURCE LAND VALUE IV, LLC | FMV | $326,960 | $326,960 |
| SER CAPITAL PARTNERS I-A, LP | FMV | $1,928,530 | $1,928,530 |
| STEPSTONE CLIMATE FUND | FMV | $455,038 | $455,038 |
| TRUEBRIDGE CAPITAL PARTNERS FUND VI (CAYMAN), LP | FMV | $1,258,964 | $1,258,964 |
| VALINOR CAPITAL PARTNERS OFFSHORE, LTD | FMV | $396,709 | $396,709 |
| VISTRIA FUND IV (FT), LP | FMV | $1,986,517 | $1,986,517 |
| WALLEYE OPP FUND LTD | FMV | $1,192,893 | $1,192,893 |
| WELLINGTON SMALL CAP OPPORTUNITIES FUND | FMV | $2,605,491 | $2,605,491 |
| WOLVERINE FLAGSHIP FUND LTD | FMV | $2,014,123 | $2,014,123 |
| WOODLINE OFFSHORE FUND, LTD | FMV | $2,143,767 | $2,143,767 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| FURNITURE AND EQUIPMENT | $4,739 | $4,739 | $0 | |
| LEASEHOLD IMPROVEMENT | $646,325 | $484,744 | $161,581 | $161,581 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $21,754 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $21,754 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| TAX DEPOSITS | $90,662 | $77,988 | $77,988 |
| INVESTMENT PROCEEDS RECEIVABLE | $1,097,687 | $482,988 | $482,988 |
| INTEREST RECEIVABLE | $173 | ||
| PREPAID FEDERAL EXCISE TAX | $235,828 | $235,828 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $699,646 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $834 | $0 | $834 |
| SOFTWARE LICENSING | $60,586 | $0 | $61,082 |
| INSURANCE | $32,194 | $0 | $32,714 |
| MEMBERSHIP DUES AND SUBSCRIPTIONS | $50,884 | $0 | $51,775 |
| OFFICE EQUIPMENT | $18,047 | $0 | $20,725 |
| OFFICE EXPENSE | $34,995 | $0 | $35,422 |
| PAYROLL PROCESSING FEES | $1,240 | $0 | $1,240 |
| TELEPHONE AND INTERNET | $15,757 | $0 | $15,762 |
| PROFESSIONAL DEVELOPMENT | $28,484 | $0 | $28,420 |
| OTHER PARTNERSHIP EXPENSES | $837,662 | $837,301 | $0 |
| HONORARIUM | $500 | $0 | $500 |
| CAPACITY BUILDING | $61,608 | $0 | $61,608 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP INCOME THROUGH K-1S | $414,207 | -$84,456 | $414,207 |
| OTHER INVESTMENT INCOME | $532 | $532 | $532 |
| FEDERAL EXCISE TAX REFUND | $11,706 | $11,706 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| PENSION PAYABLE | $67,597 | $0 |
| BENEFIT PLAN PAYABLE | $0 | $206,789 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMMUNICATIONS CONSULTANTS | $40,195 | $0 | $50,195 |
| COMPUTER CONSULTANTS | $25,400 | $0 | $25,400 |
| INVESTMENT ADVISORY FEES | $77,103 | $44,965 | $0 |
| INVESTMENT CONSULTANTS | $117,936 | $117,936 | $0 |
| OTHER CONSULTANTS | $27,296 | $0 | $23,834 |
| STRATEGIC PLANNING CONSULTANTS | $115,687 | $0 | $89,334 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $9,880 | $9,824 | $0 |
| STATE TAXES | $2,820 | $0 | $115 |