VISITING NURSE ASSOCIATION OF CHICAGO: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- VISITING NURSE ASSOCIATION OF CHICAGO (EIN 36-2167943)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-03-05
- IRS object ID
- 202640649349100514
- Schema version
- 2024v5.5
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-03-05T13:48:30-06:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 882730877 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERRY BEKAERT ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 W ADAMS STREET STE 2015 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362167943 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VISITING NURSE ASSOCIATION OF CHICAGO | BusinessNameLine1Txt |
| Business Name Line2 | (AKA) VNA FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VISI | BusinessNameControlTxt |
| Phone | 3126253394 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 W MADISON ST 300 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT DILEONARDI | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 3126253394 | PhoneNum |
| Signature | 2026-03-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MELANIE MCPEAK | PreparerPersonNm |
| PTIN | P01346034 | PTIN |
| Phone | 3123462191 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 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 | $65,284,484 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $11,806 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,349,163 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,349,163 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,178,851 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $19,182,867 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,178,851 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $229,798 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $100,792 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $5,769,618 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,628,806 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $241,935 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $48,387 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $193,548 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $305,868 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $305,868 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $175,687 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $21,836 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $153,851 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $19,330 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,598 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $7,732 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $343,288 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $343,288 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $95,106 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,080 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $14,378 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $2,876 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $11,502 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $19,337 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,603 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $17,734 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $726 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $726 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $224,527 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $170,921 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $53,593 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,441,262 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $600,509 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $744,554 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,324,209 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,324,209 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,765,471 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $600,509 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,068,763 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,004,147 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,028,297 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $195,643 | CashBOYAmt |
| Cash EOY | $168,543 | CashEOYAmt |
| Cash EOYFMV | $168,543 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $0 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $4,645 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $4,645 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $5,852,956 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $5,688,967 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $5,688,967 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $32,009,566 | CorporateStockBOYAmt |
| Corporate Stock EOY | $33,860,327 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $33,860,327 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $10,811,758 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $11,250,328 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $11,250,328 | CorporateBondsEOYFMVAmt |
| Mortgage Loans BOY | $1,283,516 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $1,426,826 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $1,426,826 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $12,979,557 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $12,810,197 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $12,810,197 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $46,572 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $45,304 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,348 | LandBOYAmt |
| Land EOY | $1,268 | LandEOYAmt |
| Land EOYFMV | $1,268 | LandEOYFMVAmt |
| Other Assets BOY | $73,383 | OtherAssetsBOYAmt |
| Other Assets EOY | $73,383 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $73,383 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $63,208,727 | TotalAssetsBOYAmt |
| Total Assets EOY | $65,284,484 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $65,284,484 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $23,823 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $33,110 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $23,823 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $33,110 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $11,449,844 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $10,607,776 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $51,735,060 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $54,643,598 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $63,184,904 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $65,251,374 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $63,208,727 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $65,284,484 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $63,184,904 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,004,147 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,062,323 | OtherIncreasesAmt |
| Subtotal | $65,251,374 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $65,251,374 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $18,184,912 | $15,004,016 | $3,180,896 | $3,180,896 |
| FROM PASS-THROUGHS | P | $997,955 | $997,955 | $997,955 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,178,851 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $69,893 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $69,893 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $69,893 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $28,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $15,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $43,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1,525 | EsPenaltyAmt |
| Tax Due | $28,418 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.VNAFOUNDATION.NET | WebsiteAddressTxt |
| Individual With Books | ROBERT DILEONARDI | IndividualWithBooksNm |
| Phone | 3126253394 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 W MADISON ST 300 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (13 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| ROBERT N DILEONARDI | |||||||||
| C/O VNA FOUNDATION 200 W MADISON ST | 300 | CHICAGO | IL | 60606 | EXECUTIVE DIRECTOR | 40.00 | $241,935 | $46,688 | $0 |
| BRIGID E KENNEY | |||||||||
| C/O VNA FOUNDATION 200 W MADISON ST | 300 | CHICAGO | IL | 60606 | CHAIR, DIRECTOR | 4.00 | $0 | $0 | $0 |
| ARLENE MICHAELS MILLER PHD RN | |||||||||
| C/O VNA FOUNDATION 200 W MADISON ST | 300 | CHICAGO | IL | 60606 | VICE CHAIR, DIRECTOR | 4.00 | $0 | $0 | $0 |
| JACQUELINE L SIMON | |||||||||
| C/O VNA FOUNDATION 200 W MADISON ST | 300 | CHICAGO | IL | 60606 | TREASURER, DIRECTOR | 4.00 | $0 | $0 | $0 |
| SHARMILI MAJMUDAR | |||||||||
| C/O VNA FOUNDATION 200 W MADISON ST | 300 | CHICAGO | IL | 60606 | SECRETARY, DIRECTOR | 4.00 | $0 | $0 | $0 |
| JORGIA B CONNOR PHD RN | |||||||||
| C/O VNA FOUNDATION 200 W MADISON ST | 300 | CHICAGO | IL | 60606 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| BRIAN EGWELE | |||||||||
| C/O VNA FOUNDATION 200 W MADISON ST | 300 | CHICAGO | IL | 60606 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| SANDRA WILKS | |||||||||
| C/O VNA FOUNDATION 200 W MADISON ST | 300 | CHICAGO | IL | 60606 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| NANCY SCINTO | |||||||||
| C/O VNA FOUNDATION 200 W MADISON ST | 300 | CHICAGO | IL | 60606 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| LAURA N STERN CFA | |||||||||
| C/O VNA FOUNDATION 200 W MADISON ST | 300 | CHICAGO | IL | 60606 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| MARIE C WINTERS | |||||||||
| C/O VNA FOUNDATION 200 W MADISON ST | 300 | CHICAGO | IL | 60606 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| TANAY SOLOV | |||||||||
| C/O VNA FOUNDATION 200 W MADISON ST | 300 | CHICAGO | IL | 60606 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| DAVID RUTTER | |||||||||
| C/O VNA FOUNDATION 200 W MADISON ST | 300 | CHICAGO | IL | 60606 | DIRECTOR | 2.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| ALMA RODRIGUEZ | ||||||||
| 200 W MADISON ST 300 | CHICAGO | IL | 60606 | SR PGM OFFICER/DIR O | 40.00 | $139,000 | $16,680 | $0 |
| RACHEL BAIRD | ||||||||
| 200 W MADISON ST 300 | CHICAGO | IL | 60606 | PROGRAM OFFICER | 40.00 | $81,680 | $9,825 | $0 |
| ANN SWENSON | ||||||||
| 200 W MADISON ST 300 | CHICAGO | IL | 60606 | GRANTS MGR/SR PGM AS | 40.00 | $56,244 | $6,749 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HARRIS ASSOCIATES LP | |||||
| 2N LASALLE STREET | CHICAGO | IL | 60602 | INVESTMENT ADVISORY | $88,854 |
| NORTHERN TRUST COMPANY | |||||
| 50 S LA SALLE ST | CHICAGO | IL | 60603 | INVESTMENT ADVISORY | $70,946 |
| 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 | $64,105,983 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $256,642 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,913 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $64,368,538 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $64,368,538 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $965,528 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $63,403,010 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,170,151 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,170,151 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $69,893 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $7,883 | IncomeTaxAmt |
| Total Tax | $77,776 | TotalTaxAmt |
| Distributable Before Adj | $3,092,375 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,092,375 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,092,375 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,068,763 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,068,763 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,092,375 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $568,917 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $224,861 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $318,744 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $921,331 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,125,152 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,159,005 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,068,763 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,092,375 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $976,388 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,135,393 | 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 | $6,870 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $562,047 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,566,476 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $224,861 | ExcessFromYear4Amt |
| Excess From Year3 | $318,744 | ExcessFromYear3Amt |
| Excess From Year2 | $921,331 | ExcessFromYear2Amt |
| Excess From Year1 | $1,125,152 | ExcessFromYear1Amt |
| Excess From Current Year | $976,388 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ROBERT N DILEONARDI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 W MADISON ST 300 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3122141521 | RecipientPhoneNum |
| Form And Info And Materials | GRANTS MUST BE SUBMITTED VIA THE ONLINE GRANTS MANAGEMENT SYSTEM. ALL GRANT REQUESTS MUST HAVE MEASURABLE GOALS AND OBJECTIVES AND SERVE THE MEDICALLY UNDERSERVED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | GRANTS ARE DISBURSED FOUR TIMES A YEAR. SEE WEBSITE FOR SUBMISSION DEADLINES. | SubmissionDeadlinesTxt |
| Restrictions On Awards | MUST BE ORGANIZATION EXEMPT FROM INCOME TAX UNDER 501(C)(3) AND DESIGNATED AS PUBLIC CHARITY UNDER 509(A)(1) OR 509(A)(2). | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (64 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALIANZA AMERICAS | ||||||||
| 111 W JACKSON BLVD SUITE 17 | CHICAGO | IL | 60604 | N/A | PUBLIC CHARITY | TO PROVIDE ACCESSIBLE MENTAL HEALTH CARE AND SUPPORT NONPROFIT CAREGIVERS THROUGH WELL-BEING WORKSHOPS. | $40,000 | |
| ALLIANCECHICAGO | ||||||||
| 225 W ILLINOIS 5TH FLOOR | CHICAGO | IL | 60654 | N/A | PUBLIC CHARITY | THE COMMUNITY KITCHEN COLLABORATIVE LEARNING COLLABORATIVE MODEL WILL BUILD PRACTICAL KNOWLEDGE AND SKILLS THAT CAN BE APPLIED COST-EFFECTIVELY AT FQHCS TO PREVENT AND REVERSE DIET-RELATED DISEASE. | $55,000 | |
| ALLIANCECHICAGO | ||||||||
| 225 W ILLINOIS 5TH FLOOR | CHICAGO | IL | 60654 | N/A | PUBLIC CHARITY | ICAN! WILL ACCELERATE ITS EFFORTS TO BUILD A HIGHLY SKILLED COMMUNITY HEALTH AND SOCIAL SERVICE PROVIDER WORKFORCE THAT DELIVERS AND CONNECTS PATIENTS WITH PERSON-CENTERED CONTRACEPTIVE CARE. | $50,000 | |
| ANEW BUILDING BEYOND VIOLENCE AND ABUSE | ||||||||
| PO BOX 937 | HOMEWOOD | IL | 60430 | N/A | PUBLIC CHARITY | SERVICES FOR FAMILIES EXPERIENCING DOMESTIC VIOLENCE, AS WELL AS PREVENTION AND OUTREACH SERVICES. | $50,000 | |
| ANTIOCH AREA HEALTHCARE ACCESSIBILITY ALLIANCE | ||||||||
| 874 MAIN STREET | ANTIOCH | IL | 60002 | N/A | PUBLIC CHARITY | TO IMPROVE HEALTH OUTCOMES FOR UNDERSERVED INDIVIDUALS ACROSS NORTHWESTERN LAKE COUNTY. | $25,000 | |
| BEDS PLUS INC | ||||||||
| PO BOX 2035 | LAGRANGE | IL | 60525 | N/A | PUBLIC CHARITY | TO SUPPORT THE SALARY OF A MEDICAL RESPITE MANAGER AND TO PURCHASE MEDICAL EQUIPMENT FOR THIS AGENCY THAT SERVES HOMELESS INDIVIDUALS IN SOUTHWEST SUBURBAN COOK COUNTY. | $60,000 | |
| BRAVE SPACE ALLIANCE | ||||||||
| 1515 E 52ND PL 3RD FLOOR | CHICAGO | IL | 60615 | N/A | PUBLIC CHARITY | TO SUPPORT THE LAUNCH OUR NEW BEHAVIORAL HEALTH PROGRAM IN FALL 2024, AND TO GROW THE PROGRAM IN 2025. | $40,000 | |
| CHICAGO CHILDREN'S ADVOCACY CENTER | ||||||||
| 1240 S DAMEN AVE | CHICAGO | IL | 60608 | N/A | PUBLIC CHARITY | TRAUMA-INFORMED, COMMUNITY-BASED THERAPY FOR CHILDREN AND FAMILIES IN UNDERSERVED NEIGHBORHOODS IN CHICAGO. | $40,000 | |
| CHICAGO COALITION TO END HOMELESSNESS | ||||||||
| 70 E LAKE ST SUITE 720 | CHICAGO | IL | 60601 | N/A | PUBLIC CHARITY | FOR OUTREACH TO PEOPLE IMPACTED BY HOMELESSNESS AT SHELTERS, SCHOOLS, EVENTS, AND TENT CITIES. SERVICES INCLUDE HEALTH AND PUBLIC BENEFITS ACCESS, AND MANAGING THE STREETLIGHT CHICAGO APP AND WEBSITE. | $50,000 | |
| CHILDREN'S RESEARCH TRIANGLE INC | ||||||||
| 70 EAST LAKE STREET SUITE 1300 | CHICAGO | IL | 60601 | N/A | PUBLIC CHARITY | FOR THE TRAUMA TREATMENT PROGRAM WHICH ELIMINATES BARRIERS TO MENTAL HEALTH TREATMENT FOR MEDICALLY UNDERSERVED CHILDREN AND FAMILIES BY CO-LOCATING CLINICAL SERVICES IN SCHOOLS AND COMMUNITY-BASED ORGANIZATIONS IN COMMUNITIES WITH HIGH UNMET MENTAL HEALTH NEEDS. | $50,000 | |
| COMMUNITY DEVELOPMENT INSTITUTE | ||||||||
| 7836 SOUTH UNION | CHICAGO | IL | 60620 | N/A | PUBLIC CHARITY | TO ESTABLISH A SCHOOL SOCIAL WORKER POSITION TO PROVIDE MENTAL HEALTH SERVICES TO STUDENTS AT THIS ALTERNATIVE HIGH SCHOOL ON CHICAGOS SOUTH SIDE. | $50,000 | |
| COMMUNITY HEALTH PARTNERSHIP OF ILLINOIS | ||||||||
| 205 W RANDOLPH STREET SUITE 1340 | CHICAGO | IL | 60606 | N/A | PUBLIC CHARITY | TO ENGAGE A FAMILY MEDICINE NURSE PRACTITIONER TO EXPAND PRIMARY CARE ACCESS TO MEDICALLY VULNERABLE ADULTS AND CHILDREN IN KANE AND MCHENRY COUNTIES VIA A MOBILE UNIT. | $70,000 | |
| CONNECTIONS FOR THE HOMELESS | ||||||||
| 2121 DEWEY | EVANSTON | IL | 60201 | N/A | PUBLIC CHARITY | ONSITE HEALTHCARE SERVICES IN NORTH SUBURBAN COOK COUNTY TO IMPROVE HEALTH OUTCOMES FOR PEOPLE EXPERIENCING HOMELESSNESS. | $70,000 | |
| CRISIS CENTER FOR SOUTH SUBURBIA | ||||||||
| PO BOX 39 | TINLEY PARK | IL | 60477 | N/A | PUBLIC CHARITY | TO SUPPORT THE COMMUNITY COUNSELING PROGRAM, IN WHICH HIGHLY TRAINED COUNSELORS PROVIDE TRAUMA-INFORMED CARE TO ADULTS AND CHILDREN WHO ARE VICTIMS OF DOMESTIC VIOLENCE. | $30,000 | |
| DEBORAH'S PLACE | ||||||||
| 2822 W JACKSON BLVD | CHICAGO | IL | 60612 | N/A | PUBLIC CHARITY | ESSENTIAL HEALTH SERVICES FOR UNHOUSED WOMEN IN CHICAGO | $60,000 | |
| ENLACE CHICAGO | ||||||||
| 2759 S HARDING | CHICAGO | IL | 60623 | N/A | PUBLIC CHARITY | A COMMUNITY HEALTH WORKER INITIATIVE THAT TEACHES HEALTH LITERACY, CONNECTS PEOPLE TO INSURANCE COVERAGE, AND HELPS THEM ACCESS HEALTHCARE RESOURCES. | $50,000 | |
| EQUAL HOPE | ||||||||
| 300 S ASLAND SUITE 202 | CHICAGO | IL | 60607 | N/A | PUBLIC CHARITY | AN EDUCATION AND NURSE NAVIGATION PROGRAM AIMED AT IMPROVING DIAGNOSTIC FOLLOW-UP AND COMPREHENSIVE CANCER CARE FOR WOMEN UNDERGOING SCREENING MAMMOGRAMS IN CHICAGO'S SAFETY NET HOSPITALS. | $75,000 | |
| ERIE FAMILY HEALTH CENTERS | ||||||||
| 1701 W SUPERIOR STREET 3RD FLOOR | CHICAGO | IL | 60622 | N/A | PUBLIC CHARITY | ADVANCINGPRACTICE IS A ONE-YEAR FELLOWSHIP PROGRAM THAT PREPARES ADULT, FAMILY AND PEDIATRIC NURSE PRACTITIONERS AND MIDWIVES TO EMBARK ON CAREERS DEDICATED TO PROVIDING TOP-QUALITY CLINICAL CARE IN MEDICALLY UNDERSERVED COMMUNITIES. | $50,000 | |
| ERIE NEIGHBORHOOD HOUSE | ||||||||
| 1701 W SUPERIOR ST | CHICAGO | IL | 60622 | N/A | PUBLIC CHARITY | FOR AN ELECTRONIC HEALTH RECORDS SYSTEM TO IMPROVE CLIENT ACCESS, ENHANCE ADMINISTRATIVE EFFICIENCY, AND FREE UP VALUABLE TIME AND EFFORT THAT COULD BE DIRECTED TOWARD INCREASED OUTPUTS. | $42,000 | |
| ETHIOPIAN COMMUNITY ASSOCIATION OF CHICAGO | ||||||||
| 5800 N LINCOLN AVE UNIT A/B | CHICAGO | IL | 60659 | N/A | PUBLIC CHARITY | TO SUPPORT THE SALARY OF THE HEALTH SERVICES CASE MANAGER WHO WILL ASSIST MEDICALLY UNDERSERVED INDIVIDUALS WITH THEIR MEDICAL AND MENTAL HEALTH NEEDS, INCLUDING NAVIGATION OF HEALTH CARE SYSTEMS AND HEALTH EDUCATION. | $70,000 | |
| EVERTHRIVE ILLINOIS | ||||||||
| 1006 S MICHIGAN AVE SUITE 200 | CHICAGO | IL | 606052209 | N/A | PUBLIC CHARITY | TO ADDRESS THE CHALLENGES THAT PROVIDERS, CHILDBEARING PEOPLE, AND FAMILIES FACE IN DELIVERING AND RECEIVING HIGH-QUALITY CARE THROUGH TRAINING AND TECHNICAL ASSISTANCE TO PROVIDERS AND PATIENTS. | $50,000 | |
| FACING FORWARD TO END HOMELESSNESS | ||||||||
| 642 N KEDZIE AVE | CHICAGO | IL | 60612 | N/A | PUBLIC CHARITY | INDIVIDUALIZED CASE MANAGEMENT TO SUPPORT HOUSING STABILITY, IMPROVE HEALTH, AND INCREASE SELF-SUFFICIENCY. | $50,000 | |
| FOREFRONT | ||||||||
| 200 WEST MADISON STREET 2ND FLOOR | CHICAGO | IL | 60606 | N/A | PUBLIC CHARITY | HEALTH PHILANTHROPY INFRASTRUCTURE | $6,909 | |
| GADS HILL CENTER | ||||||||
| 1919 W CULLERTON ST | CHICAGO | IL | 60608 | N/A | PUBLIC CHARITY | HEALTHY MINDS, HEALTHY SCHOOLS IS A TRAUMA-INFORMED APPROACH TO SCHOOL-BASED MENTAL HEALTH CARE THAT EQUIPS STUDENTS, PARENTS AND STAFF WITH THE SOCIAL-EMOTIONAL COMPETENCIES TO SUSTAIN ACADEMIC AND PERSONAL GROWTH. | $50,000 | |
| GRANTMAKERS IN HEALTH | ||||||||
| 1100 CONNECTICUT AVE NW | WASHINGTON | DC | 20036 | N/A | PUBLIC CHARITY | HEALTH PHILANTHROPY INFRASTRUCTURE | $5,300 | |
| HEALING TO ACTION | ||||||||
| 332 S MICHIGAN AVE LOWER SUITE H696 | CHICAGO | IL | 60604 | N/A | PUBLIC CHARITY | THROUGH A POWERFUL NETWORK OF SURVIVOR-LEADERS HEALING TO ACTION WILL STRENGTHEN COMMUNITY-BASED, PEER-TO-PEER RESPONSES TO GENDER-BASED VIOLENCE AND CONNECT SURVIVORS FROM MARGINALIZED COMMUNITIES TO LIFESAVING HEALTH RESOURCES. | $50,000 | |
| HEALTH & MEDICINE POLICY RESEARCH GROUP | ||||||||
| 29 E MADISON ST SUITE 602 | CHICAGO | IL | 60602 | N/A | PUBLIC CHARITY | TO SUPPORT THE SCHWEITZER FELLOWS PROGRAM AND FELLOWS FOR LIFE INITIATIVE, WHICH WORK TO ENHANCE HEALTH AND WELL-BEING IN UNDERSERVED CHICAGO COMMUNITIES THROUGH DIRECT SERVICE PROJECTS LED BY EMERGING HEALTH PROFESSIONALS. | $75,000 | |
| HEALTHCARE ALTERNATIVE SYSTEMS INC | ||||||||
| 4734 W CHICAGO AVE | CHICAGO | IL | 60651 | N/A | PUBLIC CHARITY | HAS WILL EXPAND IN-PERSON HOURS OF OUR CURRENT NURSE PRACTITIONER TO INCLUDE PSYCHIATRIC EVALUATIONS, ASSESSMENTS, AND MEDICATION MANAGEMENT AT THREE CHICAGO AND SUBURBAN COOK COUNTY LOCATIONS. | $56,000 | |
| HOUSING FORWARD | ||||||||
| 1851 S 9TH AVENUE | MAYWOOD | IL | 60153 | N/A | PUBLIC CHARITY | TO SUPPORT THE SALARY AND BENEFITS OF A NURSE WHO ASSESSES ALL CLIENTS IN INTERIM HOUSING FOR HEALTH CARE NEEDS AND ASSESSES CLIENTS IN OUR OTHER HOUSING DEVELOPMENTS AS REFERRED. | $55,000 | |
| HOUSING OPPORTUNITIES FOR WOMEN | ||||||||
| 1607 W HOWARD STREET 3RD FLOOR | CHICAGO | IL | 60626 | N/A | PUBLIC CHARITY | HOWS HEALTH TEAM PROVIDES INTENSIVE CASE MANAGEMENT FOR CLIENTS LIVING WITH HIV OR AIDS AND HEALTH EDUCATION SERVICES TO MEDICALLY COMPLEX CLIENTS AGENCY WIDE. STAFF ASSIST WITH APPLYING FOR PUBLIC BENEFITS; MANAGING MEDICAL APPOINTMENTS AND MORE. | $50,000 | |
| ILLINOIS ASSOCIATION OF FREE AND CHARITABLE CLINICS | ||||||||
| 42 STEPHEN ST 416 | LEMONT | IL | 60439 | N/A | PUBLIC CHARITY | THIS PROJECT DELIVERS INITIATIVES AND ESSENTIAL RESOURCES TO PROMOTE THE SUSTAINABILITY OF FREE AND CHARITABLE CLINICS, WHICH PROVIDE A CRUCIAL ROLE IN THE HEALTH SAFETY NET, ENSURING THAT UNDERSERVED COMMUNITIES HAVE ACCESS TO VITAL HEALTHCARE SERVICES. | $50,000 | |
| ILLINOIS COALITION FOR IMMIGRANT AND REFUGEE RIGHTS | ||||||||
| 228 S WABASH AVE SUITE 800 | CHICAGO | IL | 60604 | N/A | PUBLIC CHARITY | TO PROVIDE EDUCATION AND TRAINING ON HEALTHCARE ACCESS TO MEDICALLY UNDERSERVED INDIVIDUALS AND HEALTH PROVIDERS IN COOK, WILL, LAKE, AND DUPAGE COUNTIES, WITH A FOCUS ON CHICAGO. | $100,000 | |
| ILLINOIS UNIDOS | ||||||||
| 4131 W BELMONT AVENUE SUITE D | CHICGO | IL | 60641 | N/A | PUBLIC CHARITY | TO ENGAGE HARD TO REACH MEMBERS OF THE COMMUNITY IN THE HEALTHCARE SYSTEM. | $40,000 | |
| IMPACT BEHAVIORAL HEALTH PARTNERS | ||||||||
| 800 AUSTIN ST SUITE 312W | EVANSTON | IL | 60202 | N/A | PUBLIC CHARITY | TO EXPAND THE CLINICAL COMMUNITY REFERRAL PROGRAM, WHICH PROVIDES LOW-BARRIER, ACCESSIBLE MENTAL HEALTH, CASE MANAGEMENT, AND EMPLOYMENT SERVICES FOR VERY LOW-INCOME INDIVIDUALS. | $50,000 | |
| INFANT WELFARE SOCIETY OF CHICAGO | ||||||||
| 3600 W FULLERTON AVE | CHICAGO | IL | 60647 | N/A | PUBLIC CHARITY | TO PROVIDE CHILDREN AND FAMILIES IN NEED WITH MEDICAL, DENTAL AND BEHAVIORAL HEALTH CARE, PLUS CHILD DEVELOPMENT, AND SOCIAL SUPPORT SERVICES. | $60,000 | |
| LEGAL COUNCIL FOR HEALTH JUSTICE | ||||||||
| 17 N STATE ST SUITE 900 | CHICAGO | IL | 60601 | N/A | PUBLIC CHARITY | TO PROTECT AND DEFEND ACCESS TO HEALTHCARE, AS A CO-LEAD OF PROTECT OUR CARE - ILLINOIS AND OTHER STATEWIDE ADVOCACY COALITIONS. | $60,000 | |
| LIGHTWAYS HOSPICE AND SERIOUS ILLNESS CARE | ||||||||
| 250 WATER STONE CIRCLE | JOLIET | IL | 60431 | N/A | PUBLIC CHARITY | FOR IN-HOME PEDIATRIC PALLIATIVE CARE IN COOK COUNTY. | $40,000 | |
| MARILLAC ST VINCENT FAMILY SERVICES | ||||||||
| PO BOX 14699 | CHICAGO | IL | 60614 | N/A | PUBLIC CHARITY | TO SUPPORT DOULA, HOME VISITING, AND EARLY CHILDHOOD EDUCATION PROGRAMS. | $50,000 | |
| MICHAEL REESE RESEARCH AND EDUCATION FOUNDATION | ||||||||
| 1339 S WOOD ST | CHICAGO | IL | 60608 | N/A | PUBLIC CHARITY | TOWARDS THE SALARY OF A NURSE WHOSE KEY DUTIES INCLUDE CASE MANAGEMENT, PATIENT NAVIGATION, AND HEALTH EDUCATION FOR UNINSURED PATIENTS. | $40,000 | |
| MUJERES LATINAS EN ACCION | ||||||||
| 2124 WEST 21ST PLACE | CHICAGO | IL | 60608 | N/A | PUBLIC CHARITY | FOR AN AUDIO DOCUMENTARY INVESTIGATION OF HEALTH AND LIFETIME OUTCOMES THAT HIGHLIGHTS THE WORK OF LOCAL NONPROFIT LEADERS. | $20,000 | |
| NORTH SIDE HOUSING & SUPPORTIVE SERVICES | ||||||||
| 4410 N RAVENSWOOD SUITE 101 | CHICAGO | IL | 60640 | N/A | PUBLIC CHARITY | PERSONALIZED, ON-SITE HEALTH SERVICES FOR CLIENTS EXPERIENCING HOMELESSNESS. | $50,000 | |
| NORTHWESTERN SETTLEMENT | ||||||||
| 1400 W AUGUSTA BOULEVARD | CHICAGO | IL | 60642 | N/A | PUBLIC CHARITY | TOWARDS THE SALARY OF A BILINGUAL, LICENSED CLINICAL PROFESSIONAL THERAPIST WHO PROVIDES MENTAL HEALTH SERVICES TO CHILDREN FROM LOW-INCOME FAMILIES. | $25,000 | |
| NOURISHING HOPE | ||||||||
| 1716 W HUBBARD ST | CHICAGO | IL | 60622 | N/A | PUBLIC CHARITY | FREE, CLINICAL MENTAL HEALTH COUNSELING TO INDIVIDUALS AND COUPLES IN CHICAGO. THIS PROGRAM IS ESSENTIAL TO OUR HOLISTIC APPROACH TO ADDRESSING FOOD INSECURITY. | $65,000 | |
| OPTIONS FOR YOUTH | ||||||||
| 1525 E 53RD STREET SUITE 920 | CHICAGO | IL | 60615 | N/A | PUBLIC CHARITY | FOR THE SUBSEQUENT PREGNANCY PROGRAM WHICH WORKS WITH TEEN MOTHERS WHO HAVE HAD ONE CHILD BEFORE THE AGE OF 18, TO HELP THEM PREVENT A SECOND PREGNANCY AND GRADUATE FROM HIGH SCHOOL. | $40,000 | |
| PCC COMMUNITY WELLNESS CENTER | ||||||||
| 14 LAKE STREET | OAK PARK | IL | 60302 | N/A | PUBLIC CHARITY | TO EXPAND BIRTHING CHOICES FOR UNDERSERVED WOMEN IN CHICAGO AND INCREASE OUR MIDWIFE STAFFING. | $50,000 | |
| PILLARS COMMUNITY HEALTH | ||||||||
| 5220 EAST AVENUE | COUNTRYSIDE | IL | 60525 | N/A | PUBLIC CHARITY | THE LOFT AT EIGHT CORNERS PROVIDES MENTAL HEALTH WELLNESS SERVICES AND EDUCATION TO TEENS AND ADOLESCENTS. | $55,000 | |
| PLANNED PARENTHOOD OF ILLINOIS | ||||||||
| 17 N STATE STREET SUITE 500 | CHICAGO | IL | 60602 | N/A | PUBLIC CHARITY | TO SUPPORT THE SALARY OF AN ADVANCED PRACTICE NURSE WHO PROVIDES COMPREHENSIVE, COMPASSIONATE SEXUAL AND REPRODUCTIVE HEALTH CARE AT PPILS AUSTIN HEALTH CENTER. | $80,000 | |
| REFUGEEONE | ||||||||
| 6008 N CALIFORNIA AVE | CHICAGO | IL | 60659 | N/A | PUBLIC CHARITY | COMPREHENSIVE PREVENTATIVE CARE AND ORAL HEALTH EDUCATION | $50,000 | |
| REFUGEEONE | ||||||||
| 6008 N CALIFORNIA AVE | CHICAGO | IL | 60659 | N/A | PUBLIC CHARITY | GENERAL OPERATING SUPPORT FOR THIS AGENCY THAT SUPPORTS SOME OF OUR COMMUNITYS MOST VULNERABLE RESIDENTS. | $89,000 | |
| ROSALIND FRANKLIN UNIVERSITY OF MEDICINE AND SCIENCE | ||||||||
| 3333 GREEN BAY ROAD | NORTH CHICAGO | IL | 60064 | N/A | PUBLIC CHARITY | A FREE MOBILE HEALTH PROGRAM THAT BRINGING VACCINATIONS, WELLNESS SCREENINGS, PHYSICALS, POINT-OF-CARE TESTING, AND OTHER SERVICES AND INFORMATION TO VULNERABLE AND HARD-TO-REACH POPULATIONS IN LAKE COUNTY, IL. | $50,000 | |
| SHRIVER CENTER ON POVERTY LAW | ||||||||
| 67 E MADISON SUITE 2000 | CHICAGO | IL | 60603 | N/A | PUBLIC CHARITY | TO SUPPORT THE SHRIVER CENTERS TRAINING, TECHNICAL ASSISTANCE, EDUCATION, AND OUTREACH EFFORTS TO FACILITATE HEALTHCARE ENROLLMENT AND ACCESS, IMPROVE HEALTH OUTCOMES, AND ADDRESS SOCIAL DETERMINANTS OF HEALTH. | $100,000 | |
| SINAI HEALTH SYSTEM | ||||||||
| 1500 S FAIRFIELD AVENUE C/O OFFICE | CHICAGO | IL | 60608 | N/A | PUBLIC CHARITY | DOMESTIC VIOLENCE (DV) SUPPORT, RESOURCES, AND REFERRALS FOR PEOPLE WITH PHYSICAL, MENTAL, AND/OR INTELLECTUAL DISABILITIESWHO FACE A DISPROPORTIONATELY HIGH DV RISK. | $50,000 | OF DEVELOPMENT |
| SOUTH SUBURBAN PADS | ||||||||
| 4411 W GATLING BLVD | COUNTRY CLUB HILLS | IL | 604782073 | N/A | PUBLIC CHARITY | HEALTHCARE CASE MANAGEMENT AND ACCESS TO HEALTHCARE TO IMPROVE THE HEALTH OF HOMELESS OR FORMERLY HOMELESS INDIVIDUALS. | $50,000 | |
| TEEN PARENT CONNECTION | ||||||||
| 475 TAFT AVENUE | GLEN ELLYN | IL | 60137 | N/A | PUBLIC CHARITY | TO IMPROVE PERINATAL HEALTH ACCESS AND EQUITY, AND DECREASE OUTCOME DISPARITIES, FOR ADOLESCENT MOTHERS AND THEIR INFANTS IN DUPAGE COUNTY. | $20,000 | |
| THE CHICAGO COMMUNITY FOUNDATION | ||||||||
| 33 S STATE STREET SUITE 750 | CHICAGO | IL | 60603 | N/A | PUBLIC CHARITY | FUNDING FOR A POOLED FUND THAT PROVIDES CORE GRANTS AND SPECIAL INITIATIVE GRANTS TO SUPPORT PEOPLE WHO ARE MEDICALLY UNDERSERVED. | $100,000 | |
| THE HARBOUR INC | ||||||||
| 1440 RENAISSANCE DRIVE SUITE 240 | PARK RIDGE | IL | 60068 | N/A | PUBLIC CHARITY | TO ADDRESS THE HEALTH AND WELLNESS NEEDS OF HOMELESS YOUTH AGES 12-24 WHO RESIDE IN THE HARBOURS EMERGENCY AND TRANSITIONAL HOUSING PROGRAMS. | $50,000 | |
| THE NETWORK ADVOCATING AGAINST DOMESTIC VIOLENCE | ||||||||
| 33 N DEARBORN ST 2210 | CHICAGO | IL | 60602 | N/A | PUBLIC CHARITY | TO IMPROVE THE LIVES OF THOSE IMPACTED BY GENDER-BASED VIOLENCE THROUGH EDUCATION, ADVOCACY, & CONNECTING COMMUNITY WITH PROVIDERS. | $100,000 | |
| THE NIGHT MINISTRY | ||||||||
| 1735 NORTH ASHLAND AVE SUITE 2000 | CHICAGO | IL | 60622 | N/A | PUBLIC CHARITY | THE OUTREACH AND HEALTH MINISTRY (OHM) PROGRAM PROVIDES BASIC HEALTH CARE AND SUPPORT SERVICES TO PEOPLE THROUGHOUT CHICAGO. OHM IS COMPRISED OF THE HEALTH OUTREACH BUS, STREET MEDICINE TEAM, AND CTA PROGRAM. | $50,000 | |
| TRI CITY HEALTH PARTNERSHIP | ||||||||
| 318 WALNUT STREET | ST CHARLES | IL | 60174 | N/A | PUBLIC CHARITY | GENERAL OPERATING SUPPORT FOR THIS FREE AND CHARITABLE HEALTH CLINIC WHICH SEEKS TO PROVIDE ACCESS TO FREE QUALITY HEALTH CARE TO LOW-INCOME AND UNINSURED RESIDENTS IN KANE COUNTY. | $30,000 | |
| TRILOGY INC | ||||||||
| 1400 W GREENLEAF | CHICAGO | IL | 60626 | N/A | PUBLIC CHARITY | TO LAUNCH A PROGRAM THAT WILL PROVIDE EVIDENCE-BASED MENTAL HEALTH SERVICES FOR CHILDREN, YOUTH, AND FAMILIES. | $25,000 | |
| UN NUEVO DESPERTAR - A NEW AWAKENING NFP | ||||||||
| 2300 S MILLARD | CHICAGO | IL | 60623 | N/A | PUBLIC CHARITY | INTERVENTION, PREVENTION, COUNSELING, TRAINING, AND EDUCATION TO ADDRESS EMOTIONAL AND PHYSICAL NEEDS. | $40,000 | |
| VIVERY COMMUNITY | ||||||||
| 351 W HUBBARD ST SUITE 709 | CHICAGO | IL | 606544909 | N/A | PUBLIC CHARITY | AN AT-HOME FOOD DELIVERY PROGRAM IN PARTNERSHIP WITH SINAI CHICAGO THAT PROVIDES CONSISTENT ACCESS TO MEDICALLY-TAILORED FOOD FOR FOOD-INSECURE PATIENTS MANAGING CHRONIC DISEASE IN UNDER-RESOURCED COMMUNITIES IN CHICAGO. | $60,000 | |
| WINGS PROGRAM INC | ||||||||
| PO BOX 95615 | PALATINE | IL | 60095 | N/A | PUBLIC CHARITY | THE HOSPITAL PROGRAM PROVIDES CONSULTATIONS AND LIFE-SAVING INTERVENTIONS TO DOMESTIC VIOLENCE SURVIVORS ON-SITE AT FOUR AREA HOSPITALS AS WELL AS CONTINUING EDUCATION TRAINING TO HEALTHCARE PROFESSIONALS. | $60,000 | |
| YOUTH GUIDANCE | ||||||||
| 1 N LASALLE STREET SUITE 900 | CHICAGO | IL | 60602 | N/A | PUBLIC CHARITY | TRAUMA-INFORMED GROUP COUNSELING AND CLINICAL MENTORING THAT BRINGS POSITIVE BEHAVIORAL INTERVENTIONS AND SUPPORT TO GIRLS AND YOUNG WOMEN IN GRADES 6-12. | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,324,209 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,349,163 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531390 | BusinessCd |
| Unrelated Business Taxbl Incm | $134,196 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $95,602 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,178,851 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $134,196 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,623,616 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,757,812 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZENDT CHARITABLE TRUST CO BANK OF AMERICA TRUSTEE | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 WESTMINSTER STREET | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 029032309 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $6,870 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $19,330 | Amt |
| Net Investment Income | $11,598 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $7,732 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| NORTHERN TRUST AS CUSTODIAN-FIXED INCOME-CORPS | $4,630,911 | $4,630,911 |
| NORTHERN TRUST AS CUSTODIAN-FIXED INCOME-FUNDS-CORPS | $4,865,197 | $4,865,197 |
| NORTHERN TRUST AS CUSTODIAN-MFP CARILLON SERIES | $1,754,220 | $1,754,220 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | NORTHERN TRUST AS CUSTODIAN-EQUITIES | StockNm |
| EOY Book Value | $33,860,327 | EOYBookValueAmt |
| EOYFMV | $33,860,327 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $5,388,863 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $5,388,863 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $300,104 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $300,104 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| NORTHERN TRUST AS CUSTODIAN-PALLADIAN PARTNERS VII LP | FMV | $623,852 | $623,852 |
| NORTHERN TRUST AS CUSTODIAN-PALLADIAN PARTNERS VIII-A | FMV | $662,045 | $662,045 |
| NORTHERN TRUST AS CUSTODIAN-WHITE OAK FIXED INCOME FUND | FMV | $1,858,055 | $1,858,055 |
| NORTHERN TRUST AS CUSTODIAN-WCM FOCUSED GLOBAL GROWTH FUND | FMV | $5,190,595 | $5,190,595 |
| NORTHERN TRUST AS CUSTODIAN-CF WHITE BOX MULTI-STRATEGY FUND | FMV | $4,475,650 | $4,475,650 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | EQUIPMENT | CategoryOrItemTxt |
| Cost Or Other Basis | $46,572 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $45,304 | AccumulatedDepreciationAmt |
| Book Value | $1,268 | BookValueAmt |
| EOYFMV | $1,268 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INCOME RECEIVABLE | Desc |
| BOY Book Value | $73,383 | BOYBookValueAmt |
| EOY Book Value | $73,383 | EOYBookValueAmt |
| EOYFMV | $73,383 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INSURANCE | $7,412 | $1,482 | $0 | $5,930 |
| K-1 DEDUCTIONS | $166,868 | $166,855 | $0 | $0 |
| MEMBERSHIP DUES | $4,478 | $0 | $0 | $4,478 |
| OFFICE SUPPLIES & EXPENSE | $35,403 | $1,663 | $0 | $33,740 |
| PAYROLL SERVICE & THIRD PARTY ADMINISTRATOR | $6,140 | $921 | $0 | $5,219 |
| WEBSITE EXPENSE | $4,226 | $0 | $0 | $4,226 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| UBTI FROM K-1 | $134,196 | $0 |
| INCOME FROM K-1 | $6,155 | $6,155 |
| CHANGE IN ACCRUED INC - NORTHERN TR | $12,778 | $12,778 |
| NON-DED. EXP & T/E INC FROM K-1 | -$5,190 | $0 |
| OTHER PORTFOLIO INCOME | $175,973 | $175,973 |
| ROYALTIES | $364 | $364 |
| K-1 REAL ESTATE INCOME | $1,426 | $1,426 |
| K-1 OTHER INVESTMENT INCOME | -$95,904 | -$95,904 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $1,062,323 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| HARRIS ASSOC. LP | $88,854 | $88,854 | $0 | $0 |
| WILLIAM BLAIR & CO. | $45,455 | $45,455 | $0 | $0 |
| NORTHERN TRUST CO. | $70,946 | $70,946 | $0 | $0 |
| SEGALL, BRYANT & HAMILL | $33,691 | $33,691 | $0 | $0 |
| TAIBER KOSMALA | $45,000 | $45,000 | $0 | $0 |
| KAYNE ANDERSON | $29,740 | $29,740 | $0 | $0 |
| SPEECE | $29,602 | $29,602 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $95,106 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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