WESTLAKE HEALTH FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization: WESTLAKE HEALTH FOUNDATION (EIN 36-3104071)
Tax period: 2025-01-01 to 2025-12-31
Filed: 2026-06-18
IRS object ID: 202631699349100613
Schema version: 2025v4.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Accounting Fees Schedule
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Other Schedule2
Legal Fees Schedule
Other Assets Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Increases Schedule
Other Liabilities Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2026-06-18T14:04:12-05:00	ReturnTs
Tax Period End	2025-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	362239746	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	SASSETTI LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	2107 SWIFT DRIVE SUITE 210	AddressLine1Txt
City	OAK BROOK	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60523	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2025-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	363104071	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	WESTLAKE HEALTH FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	WEST	BusinessNameControlTxt
Phone	6304953800	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	18 W 140 BUTTERFIELD RD 1660	AddressLine1Txt
City	OAKBROOK TERRACE	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60181	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	FRED TOMERA	PersonNm
Person Title	CEO	PersonTitleTxt
Phone	6304953800	PhoneNum
Signature	2026-06-12	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	AIMEE V URNIKIS	PreparerPersonNm
PTIN	P03039703	PTIN
Phone	7083861433	PhoneNum
Preparation	2026-06-03	PreparationDt

Field	Value	IRS element (for citing)
Tax	2025	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	$152,852,814	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
Dividends Rev And Expnss	$1,941,878	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$1,941,878	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$15,198,171	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$87,067,053	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$15,198,171	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$17,140,049	TotalRevAndExpnssAmt
Total Net Invst Incm	$17,140,049	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$362,036	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$36,204	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$325,832	CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss	$233,231	OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm	$23,323	OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl	$209,908	OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss	$40,905	PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm	$4,091	PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl	$36,815	PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss	$115,351	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$11,535	LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl	$103,816	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$40,925	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$32,740	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$8,185	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$513,815	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$511,650	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$2,164	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$262,551	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$3,163	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$28,469	TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss	$116,237	OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm	$11,624	OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl	$104,613	OccupancyDsbrsChrtblAmt
Printing And Pub Rev And Expnss	$6,572	PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm	$657	PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl	$5,915	PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss	$65,336	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$5,637	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$59,700	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$1,756,959	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$640,624	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$885,417	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$10,558,932	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$9,962,551	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$12,315,891	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$640,624	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$10,847,968	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$4,824,158	ExcessRevenueOverExpensesAmt
Net Investment Income	$16,499,425	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$2,257,390	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$2,950,899	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$2,950,899	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$66,498,701	CorporateStockBOYAmt
Corporate Stock EOY	$66,332,660	CorporateStockEOYAmt
Corporate Stock EOYFMV	$66,332,660	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$20,852,594	CorporateBondsBOYAmt
Corporate Bonds EOY	$22,586,715	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$22,586,715	CorporateBondsEOYFMVAmt
Other Investments BOY	$63,936,960	OtherInvestmentsBOYAmt
Other Investments EOY	$60,597,998	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$60,597,998	OtherInvestmentsEOYFMVAmt
Other Assets BOY	$113,777	OtherAssetsBOYAmt
Other Assets EOY	$384,542	OtherAssetsEOYAmt
Other Assets EOYFMV	$384,542	OtherAssetsEOYFMVAmt
Total Assets BOY	$153,659,422	TotalAssetsBOYAmt
Total Assets EOY	$152,852,814	TotalAssetsEOYAmt
Total Assets EOYFMV	$152,852,814	TotalAssetsEOYFMVAmt
Accounts Payable BOY	$280,066	AccountsPayableBOYAmt
Accounts Payable EOY	$131,351	AccountsPayableEOYAmt
Grants Payable BOY	$2,963,757	GrantsPayableBOYAmt
Grants Payable EOY	$3,560,138	GrantsPayableEOYAmt
Other Liabilities BOY	$568,339	OtherLiabilitiesBOYAmt
Other Liabilities EOY	$750,439	OtherLiabilitiesEOYAmt
Total Liabilities BOY	$3,812,162	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$4,441,928	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$149,847,260	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$148,410,886	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$149,847,260	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$148,410,886	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$153,659,422	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$152,852,814	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$149,847,260	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$4,824,158	ExcessRevenueOverExpensesAmt
Other Increases	$38,757	OtherIncreasesAmt
Subtotal	$154,710,175	SubtotalAmt
Other Decreases	$6,299,289	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$148,410,886	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Field	Value	IRS element (for citing)
Property	MIDWEST INSITUTIONAL TRUST CO	PropertyDesc
Gross Sales Price	$87,067,053	GrossSalesPriceAmt
Cost Or Other Basis	$71,868,882	CostOrOtherBasisAmt
Gain Or Loss	$15,198,171	GainOrLossAmt
Gains Minus Excess Or Losses	$15,198,171	GainsMinusExcessOrLossesAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	$15,198,171	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$229,342	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$229,342	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$229,342	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$281,000	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$5,742	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$286,742	TotalPaymentsAndCreditsAmt
Es Penalty	$289	EsPenaltyAmt
Overpayment	$57,111	OverpaymentAmt
Applied To ES Tax	$57,111	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	0	UnrelatedBusIncmOverLimitInd
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.WESTLAKEHF.COM	WebsiteAddressTxt
Individual With Books	MJ VANDENBROUCKE INC	IndividualWithBooksNm
Phone	6306270577	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	1S280 SUMMIT AVE	AddressLine1Txt
City	OAKBROOK TERRACE	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60181	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	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	0	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
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 (9 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
FRED TOMERA MD
990 N LAKE SHORE DR 26E	CHICAGO	IL	60611	CHAIRMAN/CEO	40.00	$362,036	$0	$0
RICHARD MONTALBANO SR
206 WOOD GLEN LN	OAK BROOK	IL	60523	SECRETARY	2.00	$0	$0	$0
DAVID R HEY
9 SHORTRIDGE TRAIL	GALENA	IL	61036	DIRECTOR	2.00	$0	$0	$0
LEONARD MULLER
1715 DICKINSON DR	WHEATON	IL	60187	DIRECTOR	2.00	$0	$0	$0
JAMES OLES
306 S GARFIELD	HINSDALE	IL	60521	DIRECTOR	2.00	$0	$0	$0
SAUNDRA SPILOTRO
9006 QUARRY DR	NAPLES	FL	34120	DIRECTOR	2.00	$0	$0	$0
CASEY CALVELLO
1609 DARIEN CLUB DR	DARIEN	IL	60521	DIRECTOR	2.00	$0	$0	$0
JON AMATO
1225C OAK HILL ROAD	BARRINGTON	IL	60010	DIRECTOR	2.00	$0	$0	$0
DOUGLAS PABST
417 MORNING GLORY CIRCLE	WESTMONT	IL	60559	DIRECTOR	2.00	$0	$0	$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp

Field	Value	IRS element (for citing)
Person	ROSE WESOLEK	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	18 W 140 BUTTERFIELD RD	AddressLine1Txt
City	OAKBROOK TERRACE	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60181	ZIPCd

Field	Value	IRS element (for citing)
Title	EXECUTIVE VICE-PRESI	TitleTxt
Average Hrs Per Wk Devoted To Pos	40.00	AverageHrsPerWkDevotedToPosRt
Compensation	$233,231	CompensationAmt
Employee Benefits	$0	EmployeeBenefitsAmt
Expense Account	$0	ExpenseAccountAmt

Field	Value	IRS element (for citing)
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Service TypeServiceTypeTxt	CompensationCompensationAmt
EAGLE CAPITAL MANAGEMENT
499 PARK AVE	NEW YORK	NY	10022	INVESTMENT COUNSELING	$168,126
CAPTRUST
4208 SIX FORKS RD SUITE 1700	RALEIGH	NC	27609	INVESTMENT COUNSELING	$141,801
BPRE OLC HOLDINGS LLP
300 PARK BLVD	ITASCA	IL	60143	RENT	$114,724
PINNACLE
PO BOX 27780	NEW YORK	NY	10087	INVESTMENT COUNSELING	$93,893
LILLIG & THORSNESS LTD
1900 SPRING ROAD SUITE 200	OAK BROOK	IL	60523	LEGAL SERVICES	$75,974

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	$153,860,075	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$0	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$153,860,075	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$153,860,075	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$2,307,901	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$151,552,174	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$7,577,609	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$7,577,609	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$229,342	TaxBasedOnInvestmentIncomeAmt
Total Tax	$229,342	TotalTaxAmt
Distributable Before Adj	$7,348,267	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$7,348,267	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$7,348,267	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$10,847,968	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$10,847,968	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$7,348,267	DistributableAsAdjustedAmt
Undistributed Income PY	$9,238,389	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$10,847,968	QualifyingDistributionsAmt
Applied To Year1	$9,238,389	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$1,609,579	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$0	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$5,738,688	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$0	ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	FRED TOMERA MD AND ROSE WESOLEK	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	18 W BUTTERFIELD RD 1660	AddressLine1Txt
City	OAKBROOK TERRACE	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60181	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	6304956800	RecipientPhoneNum
Recipient Email Address	ROSE@WESTLAKEHF.COM	RecipientEmailAddressTxt
Form And Info And Materials	A REQUEST FOR APPLICATION SHOULD BE SENT TO WESTLAKE HEALTH FOUNDATION AND SHOULD INCLUDE A STATEMENT OF PURPOSE OF APPROXIMATELY 50 WORDS OR LESS AND PROOF OF 501(C)(3) STATUS BY IRS.	FormAndInfoAndMaterialsTxt
Submission Deadlines	THE FOUNDATION RECEIVES AND APPROVES REQUESTS YEAR-ROUND.	SubmissionDeadlinesTxt
Restrictions On Awards	WESTLAKE HEALTH FOUNDATION WILL NOT CONSIDER APPLICATIONS FOR THE FOLLOWING: 1. INCOMPLETE APPLICATIONS OR APPLICATIONS WITHOUT AN ASSIGNED IDENTIFICATION NUMBER. 2. POLITICAL ORGANIZATIONS, CAMPAIGNS OR LOBBYING ACTIVITIES AND/OR ORGANIZATIONS DESIGNED PRIMARILY FOR LOBBYING AND ADVOCACY. 3. RELIGIOUS ORGANIZATIONS FOR DIRECT RELIGIOUS ACTIVITIES. 4. ENDOWMENT CAMPAIGNS. 5. FRATERNAL ORGANIZATIONS, SOCIETIES OR ORDERS. 6. BENEFIT FUNDRAISERS, RAFFLES, TICKETS, TESTIMONIAL OR RECOGNITION EVENTS. 7. TELEPHONE SOLICITATIONS. 8. PROJECTS THAT BENEFIT INDIVIDUALS.	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (54 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusCd	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
METROPOLITAN FAMILY SERVICES
101 N WACKER DR	CHICAGO	IL	60606	NONE	PC	BEHAVIORAL HEALTH PEER SUPPORT FPR RESIDENTS OF PROVISO TOWNSHIP	$5,000
COALITION FOR SPIRITUAL AND PUBLIC LEADERSHIP
329 W 18TH ST STE 715	CHICAGO	IL	60616	NONE	PC	GENERAL OPERATING SUPPORT	$10,000
IMERMAN ANGELS
205 W RANDOLPH ST 19TH FLOOR	CHICAGO	IL	60606	NONE	PC	GENERAL OPERATING SUPPORT	$10,000
PROVISO PUBLIC PARTNERSHIP
2619 CONGRESS ST	BELLWOOD	IL	60104	NONE	PC	BILINGUAL SERVICE COORDINATION PROGRAM	$15,000
ISKALI
1409 S 5TH AVE	MAYWOOD	IL	60153	NONE	PC	GENERAL OPERATING SUPPORT	$20,000
AGEOPTIONS
1048 LAKE ST STE 300	OAK PARK	IL	60301	NONE	PC	RESOURCES FOR OLDER ADUTLS	$25,000
THE FIREHOUSE DREAM
511 ST CHARLES AVE	MAYWOOD	IL	60153	NONE	PC	CREATIVE HEALING PROGRAM IN PROVISO	$25,000
AGING CARE OPTIONS
111 W HARRIS AVE	LAGRANGE	IL	60525	NONE	PC	CARING TOGETHER, LIVING BETTER PROGRAM	$25,000
HOME CENTERED CARE INSTITUTE
1900 E GOLF RD	SCHAUMBURG	IL	60173	NONE	PC	GENERAL OPERATING SUPPORT	$25,000
AMERICAN HEART ASSOICATION
300 S RIVERSIDE PLAZE SUITE 1200	CHICAGO	IL	60606	NONE	PC	INFANT NEXT GENERATION OF HEARTSAVERS	$25,000
SALUTE INC
PO BOX 2663	PALATINE	IL	60078	NONE	PC	GENERAL OPERATING SUPPORT	$25,000
YMCA OF METRO CHICAGO
1030 W VAN BUREN ST	CHICAGO	IL	60607	NONE	PC	ELMHURST YMCA POWER UP! FAMILY HEALTH PROGRAM	$30,000
SISTER HOUSE
25 WASHINGTON BLVD	OAK PARK	IL	60302	NONE	PC	RECOVERY IS POSSIBLE	$30,000
HOUSING FORWARD
1851 S 9TH AVE	MAYWOOD	IL	60153	NONE	PC	WRAPAROUND SERVICES PROGRAM	$30,000
SARAH'S INN
309-311 HARRISON	OAK PARK	IL	60304	NONE	PC	TRAINING & EDUCATION PROGRAM / ADVOCACY & COUNSELING PROGRAM	$30,000
NEW MOMS INC
5317 W CHICAGO AVE	CHICAGO	IL	60651	NONE	PC	FAMILY SUPPORT PROGRAM	$30,000
BEDS PLUS INC
9601 OGDEN AVE	LAGRANGE	IL	60525	NONE	PC	BEDS PLUS STABILIZATION SERVICES	$36,000
MEALS ON WHEELS FOUNDATION
7222 W CERMAK RD SUITE 302	NORTH RIVERSIDE	IL	60546	NONE	PC	COMMUNITY CAFE & HOME DELIVERED MEALS ON WHEELS PROGRAM	$42,570
OPPORTUNITY KNOCKS
8020 MADISON ST	RIVER FOREST	IL	60305	NONE	PC	WARRIOR WELLNESS PROGRAM	$45,000
AMERICAN CANCER SOCIETY
225 N MICHIGAN AVE SUITE 1200	CHICAGO	IL	60601	NONE	PC	IMPROVING BREAST CANCER SCREENING RATE THRU COMMUNITY HEALTH NAVIGATORS	$50,000
THE CHILDREN'S CLINIC
28 MADISON ST	OAK PARK	IL	60302	NONE	PC	GENERAL OPERATING SUPPORT	$50,000
CRISTO REY JESUIT HIGH SCHOOL
1852 W 22ND PL	CHICAGO	IL	60608	NONE	PC	CRISTO REY CORPORATE WORK STUDY PROGRAM - CAN TRAINING	$50,000
CANDOR HEALTH EDUCATION
15 SPINNING WHEEL RD	HINSDALE	IL	60521	NONE	PC	HEALTH EDUCATION FOR PROVISO TOWNSHIP	$50,000
GIRL SCOUTS OF GREATER CHICAGO
20 S CLARK ST	CHICAGO	IL	60603	NONE	PC	GENERAL OPERATING SUPPORT	$50,000
GIGI'S PLAYHOUSE
3948 NORTH LINCOLN AVE	CHICAGO	IL	60613	NONE	PC	GIGIFIT FITNESS PILOT TO DELAY ALZHEIMER'S DISEASE	$50,000
QUINN CENTER OF SAINT EULALIA
1845 S FIFTH AVE	MAYWOOD	IL	60153	NONE	PC	GENERAL OPERATING SUPPORT	$60,000
SHERIDAN CARROLL CHARITABLE WORKS FUND
2015 N HARLEM AVE	CHICAGO	IL	60707	NONE	PC	GENERAL OPERATING SUPPORT	$60,000
SEASONS HOSPICE FOUNDATION
6400 SHAFER CT SUITE 700	ROSEMONT	IL	60018	NONE	PC	GENERAL OPERATING SUPPORT	$60,000
HEPHZIBAH CHILDREN'S ASSOCIATION
1144 LAKE ST 5TH FLOOR	OAK PARK	IL	60301	NONE	PC	THERAPEUTIC SUPPORT & SERVICES FOR SEVERELY TRAUMATIZED CHILDREN	$75,000
WELLNESS HOUSE
131 N COUNTY LINE RD	HINSDALE	IL	60521	NONE	PC	WELLNESS HOUSE GENERAL OPERATIONS 2024	$75,000
COMMUNITY SUPPORT SERVICES INC
9021 OGDEN AVE	BROOKFIELD	IL	60052	NONE	PC	RESPITE SERVICES PROGRAM	$80,000
WAY BACK INN INC
104 OAK ST	MAYWOOD	IL	60153	NONE	PC	GENERAL OPERATING SUPPORT	$100,000
CONCORDIA UNIVERSITY CHICAGO
7400 AUGUSTA ST	RIVER FOREST	IL	60305	NONE	PC	NURSING SCHOLARSHIP PROGRAM 1ST OF 5 ANNUAL PAYMENTS	$100,000
REAL FOODS COLLECTIVE
815 LEXINGTON ST	MAYWOOD	IL	60153	NONE	PC	GENERAL OPERATING SUPPORT	$100,000
OAK-LEYDEN DEVELOPMENT SERVICES INC
411 CHICAGO AVE	OAK PARK	IL	60302	NONE	PC	GENERAL OPERATING SUPPORT	$100,000
CATHOLIC CHARITIES OF THE ARCHDIOCESE OF CHICAGO
721 N LA SALLE DR	CHICAGO	IL	60654	NONE	PC	SUMMIT COMMUNITY CENTER	$100,000
PARKS FOUNDATION OF OAK PARK
218 MADISON ST	OAK PARK	IL	60302	NONE	PC	CRC AFTER SCHOOL PROGRAM	$100,000
TRITON COLLEGE
2000 5TH AVE	RIVER GROVE	IL	60171	NONE	PC	GENERAL OPERATING SUPPORT	$115,180
HELPING HAND CENTER
9649 W 55TH ST	COUNTRYSIDE	IL	60525	NONE	PC	THERAPY ACCESS FOR DISADVANTAAGED CHILDREN	$130,044
PILLARS COMMUNITY HEALTH
23 CALENDAR AVE	LAGRANGE	IL	60525	NONE	PC	SERVICES FOR LOW-INCOME COMMUNITY MEMBERS	$150,000
CHICAGO METHODIST SENIOR SERVICES
1415 W FOREST AVE	CHICAGO	IL	60640	NONE	PC	SENIOR CENTER PROGRAM	$150,000
PCC COMMUNITY WELLNESS CENTER
14 LAKE ST	OAK PARK	IL	60301	NONE	PC	PCC MELROSE PARK CAPITAL PROJECT	$150,000
WEST COOK COUNTY YOUTH CLUB
4000 SAINT PAUL AVE	BELLWOOD	IL	60104	NONE	PC	GENERAL OPERATING SUPPORT	$180,000
LEWIS UNIVERSITY
1 UNIVERSITY PKWY	ROMEOVILLE	IL	60446	NONE	PC	WESTLAKE NURSING SCHOLARS PROGRAM	$200,000
UCP SEGUIN OF GREATER CHICAGO
3100 S CENTRAL AVE	CICERO	IL	60804	NONE	PC	BUILDING BRIDGES TO THE FUTURE TRANSITION PROGRAM	$211,000
NAMI METRO SUBURBAN
814 HARRISON ST	OAK PARK	IL	60304	NONE	PC	LIVING ROOMS & DROP IN CENTER	$225,000
LEYDEN FAMILY SERVICE
10001 W GRAND AVE	FRANKLIN PARK	IL	60131	NONE	PC	BENEFITS ASSISTANCE PROGRAM	$250,000
SAINT ANN SCHOOL
2211 W 18TH PLACE	CHICAGO	IL	60608	NONE	PC	GENERAL OPERATING SUPPORT	$300,000
ASPIRE OF ILLINOIS
1815 S WOLF RD	HILLSIDE	IL	60162	NONE	PC	2024 ORGANIZATIONAL PLAN	$350,000
DOMINICAN UNIVERSITY
7900 W DIVISION ST	RIVER FOREST	IL	60305	NONE	PC	GENERAL OPERATING SUPPORT	$400,000
SUBURBAN PRIMARY HEALTH CARE COUNCIL
2225 ENTERPRISE DR	WESTCHESTER	IL	60154	NONE	PC	ACCESS TO CARE PROGRAM	$500,000
PRESENCE BEHAVIORAL HEALTH
1414 MAIN ST	MELROSE PARK	IL	60160	NONE	PC	LATINO MENTAL HEALTH CARE INITIATIVE	$788,000
MAYWOOD FINE ARTS ASSOCIATION
25 N FIFTH AVE	MAYWOOD	IL	60153	NONE	PC	FIT & FUN HEALTHY FAMILIES PROGRAM	$1,370,000
LOYOLA UNIVERSITY CHICAGO
1032 W SHERIDAN RD	CHICAGO	IL	60660	NONE	PC	GENERAL OPERATING SUPPORT	$1,784,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$9,046,794	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	$1,941,878	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$15,198,171	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$17,140,049	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$17,140,049	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	CategoryTxt
Amt	$40,925	Amt
Net Investment Income	$32,740	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$8,185	DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Field	Value	IRS element (for citing)
Bond	CORPORATE BONDS	BondNm
EOY Book Value	$22,586,715	EOYBookValueAmt
EOYFMV	$22,586,715	EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	CORPORATE STOCK	StockNm
EOY Book Value	$66,332,660	EOYBookValueAmt
EOYFMV	$66,332,660	EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (5 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
MONEY MARKET FUNDS	FMV	$20,485,724	$20,485,724
PRIVATE EQUITY	FMV	$25,964,987	$25,964,987
VENTURE CAPITAL	FMV	$9,327,610	$9,327,610
GLOBAL EQUITY	FMV	$4,790,450	$4,790,450
ACCRUED INCOME	FMV	$29,227	$29,227

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL FEES	CategoryTxt
Legal Fees	$115,351	LegalFeesAmt
Net Investment Income	$11,535	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$103,816	DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDesc	BOY Book ValueBOYBookValueAmt	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
OPERATING LEASE RIGHT-OF-USE ASSET	$95,902	$366,667	$366,667
ART COLLECTION	$17,875	$17,875	$17,875

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	CHANGE IN UNREALIZED GAINS & LOSSES	Desc
Amt	$6,299,289	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE	$2,988	$299	$2,689
OFFICE EXPENSE	$10,012	$1,664	$8,348
BOARD EXPENSE	$36,736	$3,674	$33,063
HONORARIUM	$15,600	$0	$15,600

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	RECOVERED GRANT FUNDS	Desc
Amt	$38,757	Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDesc	BOY Book ValueBOYBookValueAmt	EOY Book ValueEOYBookValueAmt
OPERATING LEASE LIABILITY	$100,309	$372,304
DEFERRED EXCISE TAX PAYABLE	$468,030	$378,135

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PROFESSIONAL FEES	$2,405	$240	$2,164
INVESTMENT MANAGEMENT FEES	$511,410	$511,410	$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PAYROLL TAXES	$31,633	$3,163	$28,469
FEDERAL EXCISE TAX	$160,507	$0	$0
STATE AND FOREIGN TAX	$70,411	$0	$0