ALPHAWOOD FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ALPHAWOOD FOUNDATION (EIN 36-3805338)
- Tax period
- 2022-03-01 to 2023-02-28
- Filed
- 2024-01-16
- IRS object ID
- 202410169349100241
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-01-16T15:49:08-06:00 | ReturnTs |
| Tax Period End | 2023-02-28 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 920 5TH AVENUE SUITE 2800 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-03-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363805338 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALPHAWOOD FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALPH | BusinessNameControlTxt |
| Phone | 7734778984 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2401 N HALSTED ST STE 210 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60614 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOAN BARRY | PersonNm |
| Person Title | ASSTNT TREASURER | PersonTitleTxt |
| Phone | 7739755722 | PhoneNum |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOAN | PersonFirstNm |
| Person Last | BARRY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| 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 | SUE ROBISON | PreparerPersonNm |
| PTIN | P00560072 | PTIN |
| Phone | 2062814444 | PhoneNum |
| Preparation | 2024-01-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $70,054,576 | 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 | $1,897,741 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,018,083 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,025,806 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,378,053 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $719,123 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $421,167 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $173 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,344,714 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,737,379 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $495,914 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $466,416 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $169,952 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $167,794 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $41,181 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $41,181 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $60,826 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $128,039 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $73,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $73,100 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $94,849 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $13,609 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $31,536 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $14,637 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $13,713 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,813,534 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $71,390 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,837,291 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,763,993 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $84,999 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,759,070 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $14,394,387 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,228,131 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $20,158,380 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $84,999 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,987,201 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$16,813,666 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,652,380 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $13,707,035 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,299,349 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,299,349 | SavAndTempCashInvstEOYFMVAmt |
| Inventories BOY | $321,947 | InventoriesBOYAmt |
| Inventories EOY | $380,690 | InventoriesEOYAmt |
| Inventories EOYFMV | $380,690 | InventoriesEOYFMVAmt |
| Prepaid Expenses BOY | $143,494 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $39,887 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $39,887 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $6,009,768 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,963,170 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,963,170 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $60,533,769 | CorporateStockBOYAmt |
| Corporate Stock EOY | $47,586,395 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $47,586,395 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $4,984,075 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,713,971 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,713,971 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $53,151 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $53,151 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $10,686,360 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,071,114 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,071,114 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $96,386,448 | TotalAssetsBOYAmt |
| Total Assets EOY | $70,054,576 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $70,054,576 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $359,394 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $323,574 | AccountsPayableEOYAmt |
| Grants Payable BOY | $530,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $75,256 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $459,350 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $170,689 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,348,744 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $569,519 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $95,037,704 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $69,485,057 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $95,037,704 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $69,485,057 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $96,386,448 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $70,054,576 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $95,037,704 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$16,813,666 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $78,224,038 | SubtotalAmt |
| Other Decreases | $8,738,981 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $69,485,057 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| VANGUARD VTMGX | 2014-04-04 | 2022-11-11 | $6,761,837 | $5,767,261 | $994,576 | $994,576 | |
| VANGUARD VEMAX | 2014-10-24 | 2022-11-11 | $616,216 | $644,517 | -$28,301 | -$28,301 | |
| US TREASURY NOTES 1.75% 3MM | 2018-01-09 | 2022-05-15 | $3,000,000 | $2,940,469 | $59,531 | $59,531 | |
| CAPITAL LOSSES FROM K-1 | $306,683 | -$306,683 | -$306,683 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $719,123 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $36,868 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $36,868 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $36,868 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $164,949 | 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 | $164,949 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $128,081 | OverpaymentAmt |
| Applied To ES Tax | $128,081 | 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 |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | ALPHAWOODFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | JOAN BARRY | IndividualWithBooksNm |
| Phone | 7739755722 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2401 HALSTED ST STE 200 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60614 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| JAMES MCDONOUGH | ||||||||
| 2401 N HALSTED ST STE 210 | CHICAGO | IL | 60614 | LEGAL COUNSEL | 40.00 | $236,554 | $0 | $2,900 |
| CHIRAG BADLANI | ||||||||
| 2401 N HALSTED ST STE 210 | CHICAGO | IL | 60614 | EXE. DIRECTOR/GENERAL COUNSEL | 40.00 | $259,360 | $9,600 | $17,377 |
| FRED EYCHANER | ||||||||
| 2401 N HALSTED ST STE 210 | CHICAGO | IL | 60614 | PRESIDENT/TREASURER/DIRECTOR | 1.00 | $0 | $0 | $0 |
| TOM YODER | ||||||||
| 2401 N HALSTED ST STE 210 | CHICAGO | IL | 60614 | VICE-PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARK ISHAUG | ||||||||
| 2401 N HALSTED ST STE 210 | CHICAGO | IL | 60614 | SECRETARY / DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOAN BARRY | ||||||||
| 2401 N HALSTED ST STE 210 | CHICAGO | IL | 60614 | ASSISTANT TREASURER | 1.00 | $0 | $0 | $0 |
| BARBARA RICHARDSON | ||||||||
| 2401 N HALSTED ST STE 210 | CHICAGO | IL | 60614 | DIRECTOR | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MELISSA TERRELL | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2401 N HALSTED ST STE 210 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60614 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | OFFICE MANAGER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $83,150 | CompensationAmt |
| Employee Benefits | $3,080 | EmployeeBenefitsAmt |
| Expense Account | $8,224 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| NEWSWEB LLC | |||||
| 2401 N HALSTED ST STE 200 | CHICAGO | IL | 60614 | SUPPORT SERVICES | $1,418,480 |
| ENNIS O'BRIEN LLC | |||||
| 141 WOOSTER ST 8A | NEW YORK | NY | 10012 | PUBLIC RELATIONS/MARKETING | $121,384 |
| RSM US LLP | |||||
| 331 W 3RD STREET STE 200 | DAVENPORT | IA | 52801 | AUDIT, TAX, CONSULTING SERVICES | $73,100 |
| SPERLING & SLATER PC | |||||
| 55 W MONROE | CHICAGO | IL | 60603 | LEGAL SERVICES | $63,671 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | ALPHAWOOD EXHIBITIONS LLC: THE FOUNDATION FORMED A LIMITED LIABILITY COMPANY NAMED ALPHAWOOD EXHIBITIONS LLC ON MARCH 22, 2016. ALPHAWOOD EXHIBITIONS LLC WAS FORMED TO ORGANIZE AND PRESENT CULTURAL AND ART EXHIBITIONS AND TO ENGAGE IN ANY OTHER LAWFUL BUSINESS OR ACTIVITY THAT ISNECESSARY OR CONVENIENT TO THE BUSINESS AND PURPOSE OF THE FOUNDATION. ALPHAWOOD EXHIBITIONS LLC IS CONSIDERED A DISREGARDED ENTITY. | Description1Txt |
| Expenses1 | $4,513,773 | Expenses1Amt |
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 | $56,218,883 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,642,865 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,584,201 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $74,445,949 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $74,445,949 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,116,689 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $73,329,260 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,666,463 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,666,463 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $36,868 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $36,868 | TotalTaxAmt |
| Distributable Before Adj | $3,629,595 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,629,595 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,629,595 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $11,987,201 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $11,987,201 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,629,595 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $15,812,901 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $13,768,184 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,756,182 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $5,662,916 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $12,601,220 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $53,601,403 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $11,987,201 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,629,595 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $8,357,606 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $61,959,009 | 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 | $15,812,901 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $46,146,108 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $13,768,184 | ExcessFromYear4Amt |
| Excess From Year3 | $5,756,182 | ExcessFromYear3Amt |
| Excess From Year2 | $5,662,916 | ExcessFromYear2Amt |
| Excess From Year1 | $12,601,220 | ExcessFromYear1Amt |
| Excess From Current Year | $8,357,606 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | FRED EYCHANER | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ALPHAWOOD FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2401 N HALSTED ST STE 210 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60614 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7734778984 | RecipientPhoneNum |
| Form And Info And Materials | SEE STATEMENT 18 | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE STATEMENT 18 | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE STATEMENT 18 | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (123 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| NATIONAL PUBLIC HOUSING MUSEUM | |||||||
| 625 NORTH KINGSBURY | CHICAGO | IL | 60654 | PC | CAPITAL SUPPORT FOR NATIONAL PUBLIC HOUSING MUSEUM | $500,000 | |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | |||||||
| 3600 MARKET STREET | PHILADELPHIA | PA | 191043284 | PC | SUPPORT FOR JAMES D. MCDONOUGH FELLOWSHIP IN QUEER ART HISTORY | $366,953 | |
| UNIVERSITY OF CHICAGO INSTITUTE OF POLITICS | |||||||
| 5707 S WOODLAWN AVENUE | CHICAGO | IL | 60637 | PC | SUPPORT FOR STUDENT INTERNSHIP PROGRAM | $300,000 | |
| AIDS FOUNDATION OF CHICAGO | |||||||
| 200 WEST MONROE STREET | CHICAGO | IL | 60606 | PC | GENERAL OPERATIONS | $250,000 | |
| JOFFREY BALLET | |||||||
| 10 E RANDOLPH | CHICAGO | IL | 60601 | PC | GENERAL OPERATIONS | $250,000 | |
| AUDITORIUM THEATRE OF ROOSEVELT UNIVERSITY INC | |||||||
| 50 E IDA B WELLS DR | CHICAGO | IL | 60605 | PC | SUPPORT FOR CLOUD GATE DANCE THEATRE OF TAIWAN PERFORMANCE | $246,778 | |
| LEGAL AID CHICAGO | |||||||
| 120 S LASALLE | CHICAGO | IL | 60603 | PC | GENERAL OPERATIONS | $150,000 | |
| PLANNED PARENTHOOD OF ILLINOIS | |||||||
| PPIL DEVELOPMENT DIVISION | DETROIT | MI | 482772863 | PC | GENERAL OPERATING FOR ADVOCACY ACTIVITIES | $150,000 | |
| INVISIBLE INSTITUTE | |||||||
| 6100 S BLACKSTONE AVE | CHICAGO | IL | 60637 | PC | GENERAL OPERATING FOR ADVOCACY ACTIVITIES | $125,000 | |
| NATIONAL IMMIGRANT JUSTICE CENTER | |||||||
| 224 S MICHIGAN AVE | CHICAGO | IL | 60604 | PC | GENERAL OPERATING FOR ADVOCACY ACTIVITIES | $120,000 | |
| LANDMARKS ILLINOIS | |||||||
| 30 N MICHIGAN AVENUE | CHICAGO | IL | 60602 | PC | GENERAL OPERATIONS | $90,000 | |
| ALBANY PARK THEATER PROJECT | |||||||
| PO BOX 25072 | CHICAGO | IL | 60625 | PC | SUPPORT FOR PORT OF ENTRY PROJECT | $75,000 | |
| CENTER ON HALSTED | |||||||
| 3656 N HALSTED ST | CHICAGO | IL | 60613 | PC | GENERAL OPERATIONS | $75,000 | |
| CENTER ON HALSTED | |||||||
| 3656 N HALSTED ST | CHICAGO | IL | 60613 | PC | GENERAL OPERATIONS | $75,000 | |
| CHICAGO LAWYERS' COMMITTEE FOR CIVIL RIGHTS | |||||||
| 100 N LASALLE ST | CHICAGO | IL | 60602 | PC | GENERAL OPERATIONS | $75,000 | |
| HOWARD BROWN HEALTH CENTER | |||||||
| 1025 W SUNNYSIDE AVE | CHICAGO | IL | 606405610 | PC | GENERAL OPERATIONS | $75,000 | |
| LAMBDA LEGAL DEFENSE AND EDUCATION FUND - MIDWEST REGION | |||||||
| 65 E WACKER PLACE | CHICAGO | IL | 60601 | PC | GENERAL OPERATIONS SUPPORT FOR MIDWEST REGIONAL OFFICE | $75,000 | |
| TEXAS TECH UNIVERSITY | |||||||
| OFFICE OF RESEARCH SERVICES | LUBBOCK | TX | 79409 | PC | RESEARCH SUPPORT FOR CHAN CHICH ARCHAEOLOGICAL PROJECT, BELIZE (CCAP), DR. BRETT HOUK | $75,000 | |
| UNITED WAY OF NORTHWEST INDIANA | |||||||
| 951 EASTPORT CENTRE DRIVE | VALPARAISO | IN | 46383 | PC | GENERAL OPERATIONS | $75,000 | |
| UNITY TEMPLE RESTORATION FOUNDATION | |||||||
| 875 LAKE STREET | OAK PARK | IL | 60301 | PC | GENERAL OPERATIONS | $75,000 | |
| UNIVERSITY OF NEW MEXICO FOUNDATION | |||||||
| TWO WOODWARD CTR | ALBUQUERQUE | NM | 87102 | PC | RESEARCH SUPPORT FOR BLADEN PALEOINDIAN AND ARCHAIC ARCHAEOLOGICAL PROJECT/BPAAP, BLADEN NATURE RESERVE, BELIZE; DR. KEITH PRUFER | $75,000 | |
| WINTHROP UNIVERSITY | |||||||
| 701 OAKLAND AVE | ROCK HILL | SC | 29733 | PC | RESEARCH SUPPORT FOR DR. BRENT WOODFILL IN THE SALINAS DE LOS NUEVE CERROS REGION (GUATEMALA AND MEXICO) | $75,000 | |
| BEYOND LEGAL AID | |||||||
| 17 N STATE ST | CHICAGO | IL | 60602 | PC | GENERAL OPERATIONS | $70,000 | |
| WASHINGTON UNIVERSITY IN ST LOUIS | |||||||
| CAMPUS BOX 1034 | ST LOUIS | MO | 63112 | PC | RESEARCH SUPPORT FOR DR. MARY JANE ACUA, EL TINTAL, GUATEMALA | $63,797 | |
| IMMIGRATION EQUALITY | |||||||
| 594 DEAN STREET | BROOKLYN | NY | 11238 | PC | GENERAL OPERATIONS | $60,000 | |
| ADMINISTRATORS OF THE TULANE EDUCATION FUND | |||||||
| TULANE U/ CORPORATE AND FOUNDATION | NEW ORLEANS | LA | 70112 | PC | RESEARCH SUPPORT FOR DR. FRANCISCO ESTRADA-BELLI IN HOLMUL, GUATEMALA | $50,000 | RELATIONS |
| AIDS FOUNDATION OF CHICAGO | |||||||
| 200 WEST MONROE STREET | CHICAGO | IL | 60606 | PC | SUPPORT FOR GETTING TO ZERO ILLINOIS | $50,000 | |
| CENTER FOR TAX AND BUDGET ACCOUNTABILITY | |||||||
| 430 S MICHIGAN AVENUE | CHICAGO | IL | 60605 | PC | GENERAL OPERATIONS | $50,000 | |
| FOUR FREEDOMS PARK CONSERVANCY INC | |||||||
| PO BOX 5475 | NEW YORK | NY | 10185 | PC | GENERAL OPERATIONS | $50,000 | |
| GLESSNER HOUSE MUSEUM | |||||||
| 1800 S PRAIRIE AVENUE | CHICAGO | IL | 60616 | PC | GENERAL OPERATIONS | $50,000 | |
| INDIANA DUNES ENVIRONMENTAL LEARNING CENTER | |||||||
| 700 HOWE ROAD | CHESTERTON | IN | 46304 | PC | GENERAL OPERATIONS | $50,000 | |
| LEGAL COUNCIL FOR HEALTH JUSTICE | |||||||
| 17 NORTH STATE STREET | CHICAGO | IL | 60602 | PC | SUPPORT FOR MEDICAL-LEGAL PARTNERSHIP WITH HOWARD BROWN HEALTH | $50,000 | |
| PRESERVATION CHICAGO | |||||||
| 205 W MONROE ST | CHICAGO | IL | 60606 | PC | GENERAL OPERATIONS | $50,000 | |
| TEST POSITIVE AWARE NETWORK | |||||||
| 5537 N BROADWAY AVE | CHICAGO | IL | 60640 | PC | GENERAL OPERATIONS SUPPORT FOR BUDGET DEFICIT | $50,000 | |
| UNIVERSITY OF TEXAS FOUNDATION INC | |||||||
| 9011 MOUNTAIN RIDGE DRIVE | AUSTIN | TX | 78759 | PC | RESEARCH SUPPORT FOR DR. M. KATHRYN BROWN / MOPAN VALLEY OF BELIZE | $50,000 | |
| VISCERAL DANCE CHICAGO | |||||||
| 3121 N ROCKWELL ST | CHICAGO | IL | 60618 | PC | GENERAL OPERATIONS | $50,000 | |
| BENTON INSTITUTE FOR BROADBAND & SOCIETY | |||||||
| 1041 RIDGE ROAD 214 | WILMETTE | IL | 60091 | POF | GENERAL OPERATIONS | $50,000 | |
| ILLINOIS COALITION FOR IMMIGRANT AND REFUGEE RIGHTS | |||||||
| 228 S WABASH AVE | CHICAGO | IL | 60604 | PC | GENERAL OPERATING FOR ADVOCACY ACTIVITIES | $45,000 | |
| SOCIETY FOR AMERICAN ARCHAEOLOGY | |||||||
| 1111 14TH STREET NW | WASHINGTON | DC | 20005 | PC | RESEARCH SUPPORT FOR BARBARA ARROYO'S PROJECT IN KAMINALJUYU | $43,378 | |
| KENNESAW STATE UNIVERSITY RESEARCH AND SERVICE FOUNDATION | |||||||
| 585 COBB AVENUE | KENNESAW | GA | 30144 | PC | RESEARCH SUPPORT FOR PACBITUN PROJECT/BELIZE | $42,000 | |
| BRANDEIS UNIVERSITY | |||||||
| 415 SOUTH STREET MS 116 | WALTHAM | MA | 02453 | PC | RESEARCH SUPPORT FOR DR. CHARLES GOLDEN IN CHIAPAS, MEXICO AND PETEN, GUATEMALA | $40,000 | |
| CHICAGO WOMEN IN TRADES | |||||||
| 2444 W 16TH ST | CHICAGO | IL | 60608 | PC | GENERAL OPERATIONS | $40,000 | |
| INTUIT THE CENTER FOR INTUITIVE AND OUTSIDER ART | |||||||
| 756 N MILWAUKEE AVENUE | CHICAGO | IL | 60642 | PC | GENERAL OPERATIONS | $40,000 | |
| NATIONAL CAMBODIAN HERITAGE MUSEUM & KILLING FIELDS MEMORIAL | |||||||
| 2831 W LAWRENCE AVE | CHICAGO | IL | 60625 | PC | GENERAL OPERATIONS | $40,000 | |
| SERVICES & ADVOCACY FOR GAY LESBIAN BISEXUAL & TRANSGENDER ELDERS INC | |||||||
| 305 SEVENTH AVENUE | NEW YORK | NY | 10001 | PC | GENERAL OPERATIONS | $40,000 | |
| SOUTH SIDE COMMUNITY ART CENTER | |||||||
| 3831 S MICHIGAN AVENUE | CHICAGO | IL | 60653 | PC | GENERAL OPERATIONS | $40,000 | |
| WOMEN EMPLOYED | |||||||
| 1 E WACKER DRIVE | CHICAGO | IL | 60601 | PC | GENERAL OPERATIONS FOR ADVOCACY WORK | $40,000 | |
| YOUTH OUTLOOK | |||||||
| 1828 OLD NAPERVILLE ROAD | NAPERVILLE | IL | 60563 | PC | GENERAL OPERATIONS | $40,000 | |
| THE COLLEGE OF WOOSTER | |||||||
| 1101 N BEVER STREET | WOOSTER | OH | 44691 | PC | RESEARCH SUPPORT FOR PROYECTO ARQUEOLGICO WAKA, EL PER-WAKA, GUATEMALA; DR. OLIVIA NAVARRO-FARR | $37,500 | |
| POMONA COLLEGE | |||||||
| 550 NORTH COLLEGE AVE | CLAREMONT | CA | 91711 | PC | RESEARCH SUPPORT FOR DRS. ARLEN AND DIANE CHASE IN CARACOL, BELIZE | $37,225 | |
| ASIAN AMERICANS ADVANCING JUSTICE | |||||||
| 4716 N BROADWAY | CHICAGO | IL | 60640 | PC | GENERAL OPERATIONS FOR ADVOCACY ACTIVITIES | $35,000 | |
| EQUALITY ILLINOIS | |||||||
| 73 W MONROE ST | CHICAGO | IL | 60603 | PC | GENERAL OPERATING FOR ADVOCACY ACTIVITIES | $35,000 | |
| GERBER HART LIBRARY AND ARCHIVES | |||||||
| 6500 N CLARK ST | CHICAGO | IL | 60626 | PC | GENERAL OPERATIONS | $35,000 | |
| AFFINITY COMMUNITY SERVICES | |||||||
| 2850 S WABASH AVE | CHICAGO | IL | 60616 | PC | GENERAL OPERATIONS | $30,000 | |
| AFFINITY COMMUNITY SERVICES | |||||||
| 2850 S WABASH AVE | CHICAGO | IL | 60616 | PC | GENERAL OPERATIONS | $30,000 | |
| CABRINI GREEN LEGAL AID | |||||||
| 6 S CLARK ST | CHICAGO | IL | 60603 | PC | CLAIM PROGRAM SUPPORT | $30,000 | |
| CHICAGO ALLIANCE AGAINST SEXUAL EXPLOITATION | |||||||
| 307 N MICHIGAN AVE | CHICAGO | IL | 60601 | PC | GENERAL OPERATIONS | $30,000 | |
| CHICAGO SINFONIETTA | |||||||
| 70 E LAKE ST | CHICAGO | IL | 60601 | PC | GENERAL OPERATIONS | $30,000 | |
| CHICAGO WORKERS COLLABORATIVE | |||||||
| 1914 S ASHLAND AVENUE | CHICAGO | IL | 60608 | PC | GENERAL OPERATIONS FOR ADVOCACY WORK | $30,000 | |
| FRIENDS OF THE PARKS | |||||||
| 67 E MADISON ST | CHICAGO | IL | 60603 | PC | GENERAL OPERATIONS FOR ADVOCACY ACTIVITIES | $30,000 | |
| INNER-CITY MUSLIM ACTION NETWORK | |||||||
| 2744 W 63RD STREET | CHICAGO | IL | 60629 | PC | GENERAL OPERATIONS | $30,000 | |
| KENWOOD-OAKLAND COMMUNITY ORGANIZATION (KOCO) | |||||||
| 4242 S COTTAGE GROVE AVE | CHICAGO | IL | 60653 | PC | GENERAL OPERATIONS | $30,000 | |
| NATIONAL MUSEUM OF MEXICAN ART | |||||||
| 1852 WEST 19TH STREET | CHICAGO | IL | 60608 | PC | GENERAL OPERATIONS | $30,000 | |
| SINAI HEALTH SYSTEM | |||||||
| 1500 S FAIRFIELD AVE | CHICAGO | IL | 60608 | PC | HIV/AIDS PROGRAM (SIDC) | $30,000 | |
| SURVIVORS NETWORK OF THOSE ABUSED BY PRIESTS (SNAP) | |||||||
| PO BOX 16376 | CHICAGO | IL | 60616 | PC | GENERAL OPERATIONS | $30,000 | |
| ADMINISTRATORS OF THE TULANE EDUCATION FUND | |||||||
| TULANE U/ CORPORATE AND FOUNDATION | NEW ORLEANS | LA | 70112 | PC | RESEARCH SUPPORT FOR DR. MARCELLO A. CANUTO/ARCHAEOLOGICAL EXCAVATIONS AT LA CORONA, GUATEMALA | $26,850 | RELATIONS |
| UNIVERSITY OF NEW HAMPSHIRE | |||||||
| OFFICE OF SPONSORED RESEARCH | DURHAM | NH | 03824 | PC | RESEARCH SUPPORT FOR DR. ELEANOR HARRISON-BUCK/BELIZE RIVER EAST PROJECT | $26,765 | SERVICE FIRE BUILDING ROOM 120 |
| ALBANY PARK THEATER PROJECT | |||||||
| PO BOX 25072 | CHICAGO | IL | 60625 | PC | GENERAL OPERATIONS | $25,000 | |
| CHICAGO PUBLIC ART GROUP | |||||||
| 3314 S MORGAN ST | CHICAGO | IL | 60608 | PC | GENERAL OPERATIONS | $25,000 | |
| DOCOMOMO US | |||||||
| PO BOX 230977 | NEW YORK | NY | 10023 | PC | GENERAL OPERATIONS | $25,000 | |
| ENRICH CHICAGO | |||||||
| PO BOX 229 | CHICAGO | IL | 60608 | PC | GENERAL OPERATIONS | $25,000 | |
| EQUALITY ILLINOIS | |||||||
| 73 W MONROE ST | CHICAGO | IL | 60603 | PC | SUPPORT FOR SAFE WORK COALITION | $25,000 | |
| FIRST DEFENSE LEGAL AID | |||||||
| 601 S CALIFORNIA AVE | CHICAGO | IL | 60612 | PC | GENERAL OPERATIONS | $25,000 | |
| JAPANESE AMERICAN SERVICE COMMITTEE | |||||||
| 4427 N CLARK ST | CHICAGO | IL | 60640 | PC | GENERAL OPERATIONS | $25,000 | |
| LATINOS PROGRESANDO | |||||||
| 3047 W CERMAK | CHICAGO | IL | 60623 | PC | GENERAL OPERATING FOR ADVOCACY ACTIVITIES | $25,000 | |
| LITTLE VILLAGE ENVIRONMENTAL JUSTICE ORGANIZATION | |||||||
| 2445 S SPAULDING AVE | CHICAGO | IL | 60623 | PC | GENERAL OPERATIONS | $25,000 | |
| MAYWOOD FINE ARTS ASSOCIATION | |||||||
| 25 N 5TH AVENUE | MAYWOOD | IL | 60153 | PC | GENERAL OPERATIONS | $25,000 | |
| NATIONAL QUEER ASIAN PACIFIC ISLANDER ALLIANCE | |||||||
| POST OFFICE BOX 1277 | NEW YORK | NY | 10113 | PC | GENERAL OPERATIONS | $25,000 | |
| PEOPLE'S MUSIC SCHOOL | |||||||
| 931 WEST EASTWOOD | CHICAGO | IL | 60640 | PC | GENERAL OPERATIONS | $25,000 | |
| PUERTO RICAN ARTS ALLIANCE | |||||||
| 3000 N ELBRIDGE AVE | CHICAGO | IL | 60618 | PC | GENERAL OPERATIONS | $25,000 | |
| SWEET WATER FOUNDATION | |||||||
| 5749 S PERRY AVENUE | CHICAGO | IL | 60621 | PC | GENERAL OPERATIONS | $25,000 | |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | |||||||
| 3600 MARKET STREET | PHILADELPHIA | PA | 191043284 | PC | SUPPORT FOR AT-RISK SCHOLARS PROGRAM | $25,000 | |
| UNITED AFRICAN ORGANIZATION | |||||||
| 4910 S MARTIN LUTHER KING DRIVE | CHICAGO | IL | 60615 | PC | GENERAL OPERATING FOR ADVOCACY ACTIVITIES | $25,000 | |
| UNIVERSITY OF NEW HAMPSHIRE | |||||||
| OFFICE OF SPONSORED RESEARCH | DURHAM | NH | 03824 | PC | RESEARCH SUPPORT FOR DR. ELEANOR HARRISON-BUCK/BELIZE RIVER EAST PROJECT | $23,235 | SERVICE FIRE BUILDING ROOM 120 |
| ADMINISTRATORS OF THE TULANE EDUCATION FUND | |||||||
| TULANE U/ CORPORATE AND FOUNDATION | NEW ORLEANS | LA | 70112 | PC | RESEARCH SUPPORT FOR DR. MARCELLO A. CANUTO FOR ARCHAEOLOGICAL EXCAVATIONS AT LA CORONA, GUATEMALA | $23,150 | RELATIONS |
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA MERCED | |||||||
| 5200 N LAKE RD | MERCED | CA | 95343 | PC | RESEARCH SUPPORT FOR DR. HOLLEY MOYES, BELIZE CAVE RESEARCH PROJECT | $21,000 | |
| ABOUT FACE THEATRE | |||||||
| 5252 N BROADWAY ST | CHICAGO | IL | 60640 | PC | GENERAL OPERATIONS | $20,000 | |
| CONGO SQUARE THEATRE COMPANY | |||||||
| 1016 N DEARBORN | CHICAGO | IL | 60610 | PC | GENERAL OPERATIONS | $20,000 | |
| DANCE CENTER OF COLUMBIA COLLEGE | |||||||
| 1306 S MICHIGAN AVE | CHICAGO | IL | 60605 | PC | GENERAL OPERATIONS | $20,000 | |
| DEEPLY ROOTED DANCE THEATER | |||||||
| 17 N STATE STREET | CHICAGO | IL | 60602 | PC | GENERAL OPERATIONS | $20,000 | |
| ETA CREATIVE ARTS FOUNDATION | |||||||
| 7558 S SOUTH CHICAGO AVENUE | CHICAGO | IL | 60619 | PC | GENERAL OPERATIONS | $20,000 | |
| FORWARD MOMENTUM CHICAGO | |||||||
| 1530 SOUTH STATE STREET | CHICAGO | IL | 60605 | PC | GENERAL OPERATIONS | $20,000 | |
| GILLOURY INSTITUTE DBA SILK ROAD RISING | |||||||
| 150 N MICHIGAN AVE | CHICAGO | IL | 60601 | PC | GENERAL OPERATIONS | $20,000 | |
| MARIACHI HERITAGE FOUNDATION | |||||||
| 1852 W 19TH ST | CHICAGO | IL | 60608 | PC | GENERAL OPERATIONS | $20,000 | |
| MUSEUM OF CONTEMPORARY ART | |||||||
| 220 E CHICAGO AVENUE | CHICAGO | IL | 60611 | PC | GENERAL OPERATIONS FOR MCA STAGE | $20,000 | |
| NEAR SOUTH PLANNING BOARD | |||||||
| 2600 S MICHIGAN AVE | CHICAGO | IL | 60616 | PC | SUPPORT FOR PRINTERS ROW LIT FEST | $20,000 | |
| PUBLIC HEALTH INSTITUTE OF METROPOLITAN CHICAGO | |||||||
| 180 N MICHIGAN AVE | CHICAGO | IL | 60601 | PC | SUPPORT FOR THE ILLINOIS SAFE SCHOOLS ALLIANCE PROGRAM | $20,000 | |
| SKYART | |||||||
| 3026 E 91ST STREET | CHICAGO | IL | 60617 | PC | GENERAL OPERATIONS | $20,000 | |
| A RED ORCHID THEATRE | |||||||
| 1531 N WELLS ST | CHICAGO | IL | 60610 | PC | GENERAL OPERATIONS | $15,000 | |
| ASIAN IMPROV ARTS MIDWEST | |||||||
| 4427 N CLARK ST | CHICAGO | IL | 60640 | PC | GENERAL OPERATIONS | $15,000 | |
| BLAIR THOMAS & COMPANY | |||||||
| 410 S MICHIGAN AVE | CHICAGO | IL | 60605 | PC | GENERAL OPERATIONS | $15,000 | |
| CHICAGO BLACK GAY MEN'S CAUCUS | |||||||
| 180 N MICHIGAN AVE | CHICAGO | IL | 60601 | PC | GENERAL OPERATIONS | $15,000 | |
| CHICAGO DANCE CRASH | |||||||
| 2530 W ARGYLE ST | CHICAGO | IL | 60625 | PC | GENERAL OPERATIONS | $15,000 | |
| CHICAGO WEST COMMUNITY MUSIC CENTER | |||||||
| 100 N CENTRAL PARK AVE | CHICAGO | IL | 60624 | PC | GENERAL OPERATIONS | $15,000 | |
| COOK COUNTY HEALTH FOUNDATION | |||||||
| 1603 ORRINGTON AVENUE | EVANSTON | IL | 60201 | PC | SUPPORT FOR COUNTY HEALTH RESPONSE TO RECENTLY ARRIVED MIGRANTS AND ASYLUM SEEKERS | $15,000 | |
| GUS GIORDANO'S JAZZ DANCE CHICAGO | |||||||
| 1754 N CLARK ST | CHICAGO | IL | 60614 | PC | GENERAL OPERATIONS | $15,000 | |
| JAZZ INSTITUTE OF CHICAGO | |||||||
| 410 S MICHIGAN AVENUE | CHICAGO | IL | 60605 | PC | GENERAL OPERATIONS | $15,000 | |
| LAWYERS FOR THE CREATIVE ARTS | |||||||
| 161 N CLARK ST | CHICAGO | IL | 60601 | PC | GENERAL OPERATIONS | $15,000 | |
| LIVE FREE CHICAGO | |||||||
| 4445 S KING DR | CHICAGO | IL | 60653 | PC | GENERAL OPERATIONS | $15,000 | |
| OPEN CENTER FOR THE ARTS | |||||||
| 2214 S SACRAMENTO AVE | CHICAGO | IL | 60623 | PC | GENERAL OPERATIONS | $15,000 | |
| STEEP THEATRE | |||||||
| PO BOX 607415 | CHICAGO | IL | 60660 | PC | GENERAL OPERATIONS | $15,000 | |
| RED CLAY DANCE COMPANY | |||||||
| 808 E 63RD ST | CHICAGO | IL | 60637 | PC | GENERAL OPERATIONS | $12,000 | |
| ARTS & BUSINESS COUNCIL OF CHICAGO | |||||||
| 4725 N ROCKWELL | CHICAGO | IL | 60625 | PC | GENERAL OPERATIONS | $10,000 | |
| AUDITORIUM THEATRE OF ROOSEVELT UNIVERSITY INC | |||||||
| 50 E IDA B WELLS DR | CHICAGO | IL | 60605 | PC | SUPPORT FOR NATGEO PROGRAM WITH ALICIA ODEWALE | $10,000 | |
| BRANDEIS UNIVERSITY | |||||||
| 415 SOUTH STREET MS 116 | WALTHAM | MA | 02453 | PC | RESEARCH SUPPORT FOR DR. CHARLES GOLDEN IN CHIAPAS, MEXICO AND PETEN, GUATEMALA | $10,000 | |
| FACETS MULTI-MEDIA INC | |||||||
| 1517 W FULLERTON AVE | CHICAGO | IL | 60614 | PC | SUPPORT FOR ARTS EDUCATION PROGRAMMING | $10,000 | |
| FOUR FREEDOMS PARK CONSERVANCY INC | |||||||
| PO BOX 5475 | NEW YORK | NY | 10185 | PC | ONE-TIME GRANT IN HONOR OF JAMES MCDONOUGH | $10,000 | |
| GIFT THEATRE | |||||||
| 5344 W LAWRENCE | CHICAGO | IL | 60630 | PC | GENERAL OPERATIONS | $10,000 | |
| LAKESIDE PRIDE MUSIC ENSEMBLES | |||||||
| 3656 N HALSTED STREET | CHICAGO | IL | 60613 | PC | GENERAL OPERATIONS | $10,000 | |
| PRIDE FILMS AND PLAYS | |||||||
| PRIDE ARTS CENTER | CHICAGO | IL | 60613 | PC | GENERAL OPERATIONS | $10,000 | |
| TEATRO VISTA | |||||||
| 4800 NORTH MILWAUKEE AVENUE | CHICAGO | IL | 606302189 | PC | GENERAL OPERATIONS | $10,000 | |
| RIVENDELL THEATRE ENSEMBLE | |||||||
| 5775 N RIDGE AVENUE | CHICAGO | IL | 60660 | PC | GENERAL OPERATIONS | $7,500 | |
| FRIENDS OF THE CHICAGO GAY AND LESBIAN HALL OF FAME | |||||||
| 3712 N BROADWAY | CHICAGO | IL | 60613 | PC | GENERAL OPERATIONS | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,228,131 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA MERCED | ||||||
| 5200 N LAKE RD | MERCED | CA | 95343 | PC | DR. HOLLEY MOYES, BELIZE CAVE RESEARCH PROJECT | $21,000 |
| POMONA COLLEGE | ||||||
| 550 NORTH COLLEGE AVE | CLAREMONT | CA | 91711 | PC | DRS. ARLEN AND DIANE CHASE, CARACOL, BELIZE | $37,756 |
| THE COLLEGE OF WOOSTER | ||||||
| 1101 N BEVER STREET | WOOSTER | OH | 44691 | PC | SACRED SPACE, TIME, AND COMMEMORATION: WAKA'S CITY TEMPLE AS A COMPENDIUM OF POLITICAL HISTORY (PROYECTO ARQUEOLGICO WAKA', EL PER-WAKA', GUATEMALA); DR. OLIVIA NAVARRO-FARR | $37,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $96,256 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,897,741 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $159,014 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,025,806 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| TICKET AND CATALOG SALES | $148,048 | ||||
| UBTI FROM K1S | 900001 | -$29,602 | 01 | $29,602 | |
| BOOK ROYALTIES | $105 | ||||
| DEFERRED TAX ADJUSTMENT | $114,000 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$29,602 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,226,163 | ExclusionAmt |
| Related Or Exempt Function Incm | $148,153 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,344,714 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 11A | TICKET AND CATALOG SALES FOR EXHIBITIONS PROGRAM |
| 11C | BOOK ROYALTIES ARE FROM SALES OF CATALOGS AND BOOKS |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $73,100 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $73,100 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENTON INSTITUTE FOR BROADBAND & SOCIETY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1041 RIDGE ROAD 214 | AddressLine1Txt |
| City | WILMETTE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60091 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2022-12-15 | GrantDt |
| Grant | $50,000 | GrantAmt |
| Purpose Of Grant | SUPPORT OF GENERAL OPERATIONS FOR PRIVATE OPERATING FOUNDATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. | PurposeOfGrantTxt |
| Expended By Grantee | $50,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NONE | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 02/28/23 | DatesOfReportsByGranteeTxt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | STATEMENT 18 | IdentifierTxt |
| Form And Line Reference | FORM 990-PF PART XV - SUPPLEMENTARY INFORMATION | FormAndLineReferenceDesc |
| Medium Explanation | INQUIRIES:ALPHAWOOD FOUNDATION CHICAGO DOES NOT ACCEPT UNSOLICITED GRANT APPLICATIONS. INTERESTED ORGANIZATIONS ARE INVITED TO REVIEW THE FOLLOWING GUIDELINES DESCRIBING OUR CURRENT AREAS OF INTEREST. IF YOU BELIEVE YOUR ORGANIZATION OR MISSION MATCHES ONE OR MORE OF OUR GRANTMAKING PRIORITIES, YOU MAY PROVIDE YOUR INFORMATION TO US USING THE FORM AT THE BOTTOM OF THIS PAGE. WE REGRET WE CANNOT UNDERTAKE TO RESPOND TO ALL SUCH INQUIRIES.ALPHAWOOD FOUNDATION CHICAGO'S FUNDING GENERALLY PROVIDES UNRESTRICTED, GENERAL OPERATING SUPPORT TO NON-PROFIT ORGANIZATIONS OPERATING WITH A CLEAR MISSION AND DEMONSTRATING BOTH PROGRAMMATIC AND MANAGERIAL EFFECTIVENESS. TO BE ELIGIBLE TO RECEIVE A GRANT FROM ALPHAWOOD FOUNDATION CHICAGO, AN ORGANIZATION MUST BE EXEMPT FROM TAXATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, ALPHAWOOD HAS A STRONG PREFERENCE FOR ORGANIZATIONS SERVING RESIDENTS OF THE CHICAGO METROPOLITAN REGION.FUNDING IS FOCUSED IN THE FOLLOWING AREAS:ARTS EMPOWERMENT: ALPHAWOOD FOUNDATION CHICAGO FUNDS ORGANIZATIONS USING THE ARTS AS A WAY OF OVERCOMING BARRIERS TO ACCESS AND ADVANCEMENT; AND THOSE EMPOWERING COMMUNITIES THROUGH ARTISTIC DEVELOPMENT AND EXPRESSION. LGBTQ+ HEALTH AND HIV PREVENTION: ALPHAWOOD FOUNDATION CHICAGO FUNDS ORGANIZATIONS EXPANDING AND IMPROVING LGBTQ+ AFFIRMING HEALTH CARE AND THOSE WORKING TO TREAT AND PREVENT THE TRANSMISSION OF HIV/AIDS.LGBTQ+ RIGHTS AND EDUCATION: ALPHAWOOD FOUNDATION CHICAGO FUNDS ORGANIZATIONS WORKING TO SECURE THE RIGHTS AND WELL-BEING OF LESBIAN, GAY, BISEXUAL, TRANSGENDER AND QUEER COMMUNITIES; AND ORGANIZATIONS ENHANCING THE VISIBILITY OF THE LGBTQ+ COMMUNITY. EMPOWERING COMMUNITIES OF COLOR: ALPHAWOOD FOUNDATION CHICAGO FUNDS ORGANIZATIONS FOUNDED BY, FOR, AND WITH COMMUNITIES OF COLOR USING EFFECTIVE MECHANISMSINCLUDING ADVOCACY, ORGANIZING, AND THE ARTS TO LIFT UP AND EMPOWER TRADITIONALLY MARGINALIZED GROUPS. LEGAL SERVICES & ADVOCACY: ALPHAWOOD FOUNDATION CHICAGO FUNDS LEGAL SERVICES ORGANIZATIONS WORKING TO PROVIDE ACCESS TO JUSTICE, ALLEVIATE POVERTY, EXPAND THE RIGHTS OF IMMIGRANTS, AND PROMOTE SOCIAL CHANGE; AND ORGANIZATIONS WHOSE ADVOCACY ACTIVITIES ADVANCE RESPONSIVE AND ACCOUNTABLE POLICIES AND INSTITUTIONS.PRESERVING THE BUILT ENVIRONMENT: ALPHAWOOD FOUNDATION CHICAGO FUNDS ORGANIZATIONS WHOSE PRIMARY MISSION HONORS, PROMOTES, AND SUSTAINS THE BUILT ENVIRONMENT, INCLUDING THOSE PROMOTING THE PRESERVATION AND PROTECTION OF HISTORIC RESOURCES THROUGH ADVOCACY, EDUCATION, FUND RAISING, AND/OR STEWARDSHIP. GENERAL INTEREST: ALPHAWOOD FOUNDATION CHICAGO VALUES A SAFE, JUST, AND EQUITABLE SOCIETY; EQUAL ACCESS AND OPPORTUNITY; HEALTHY AND SUSTAINABLE COMMUNITIES; AND A VIBRANT CREATIVE ARTS SECTOR. OUR FUNDING SUPPORTS ORGANIZATIONS FURTHERING THESE VALUES. ARCHAEOLOGY: ALPHAWOOD FOUNDATION CHICAGO SUPPORTS MAYA ARCHEOLOGICAL RESEARCH WITH A PRIMARY FOCUS ON FIELDWORK IN BELIZE, GUATEMALA, AND MEXICO. FUNDING LIMITATIONS:ALPHAWOOD FOUNDATION DOES NOT PROVIDE GRANTS TO INDIVIDUALS; FILM, TELEVISION, OR RADIO PRODUCTION; UNDERWRITING OR TABLES FOR SPECIAL EVENTS; RELIGIOUS OR FRATERNAL PURPOSES; OR POLITICAL CAMPAIGNS. PROPOSALS FROM ORGANIZATIONS NOT CURRENTLY FUNDED BY THE ALPHAWOOD FOUNDATION ARE ACCEPTED BY INVITATION ONLY. PROSPECTIVE NEW APPLICANTS FOR FUNDING MUST DEMONSTRATE A VERY STRONG MATCH BETWEEN THEIR WORK AND THE FOUNDATION'S PRIORITIES AND GUIDELINES, AND EVEN THEN, WE ARE ONLY ABLE TO INVITE A LIMITED NUMBER OF NEW GRANTEES EACH YEAR.IF YOU WISH TO PROVIDE INFORMATION ABOUT YOUR ORGANIZATION TO ALPHAWOOD FOUNDATION CHICAGO, PLEASE COMPLETE THE FOLLOWING FORM. OUR ACCEPTANCE OF YOUR INFORMATION DOES NOT CONSTITUTE AN UNDERTAKING TO PROVIDE FUNDING OR TO ENGAGE IN FURTHER DIALOGUE WITH YOU. DUE TO RESOURCE CONSTRAINTS, WE CANNOT ENTERTAIN ADDITIONAL INQUIRIES OR CONTACTS. THANK YOU FOR YOUR INTEREST. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD GROUP FUND | $44,433,095 | $44,433,095 |
| MARKETABLE SECURITIES | $3,153,300 | $3,153,300 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,963,170 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,963,170 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SANDLER CAP PTNRS V FTE | FMV | $130,586 | $130,586 |
| ABRY PARTNERS V, LP | FMV | $7,133 | $7,133 |
| NEW LEAF VENTURES I, LP | FMV | $9,779 | $9,779 |
| NEW LEAF VENTURES II, LP | FMV | $137,364 | $137,364 |
| ABRY SENIOR EQUITY II, LP | FMV | $22,627 | $22,627 |
| ABRY PARTNERS VI, LP | FMV | $39,688 | $39,688 |
| NEW LEAF VENTURES III, LP | FMV | $2,426,169 | $2,426,169 |
| ABRY SENIOR EQUITY III, LP | FMV | $14,837 | $14,837 |
| ABRY PARTNERS VII, LP | FMV | $641,380 | $641,380 |
| LAVIEN OFFSHORE DIST. | FMV | $284,408 | $284,408 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LEGAL FEES | $50,432 | $0 | $115,339 |
| CONSULTING | $10,394 | $0 | $12,700 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED U.S. INTEREST | $45,613 | $15,155 | $15,155 |
| PROGRAM LOAN RECEIVABLE | $10,640,747 | $2,055,959 | $2,055,959 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED DEPRECIATION IN MARKET VALUE OF INVESTMENTS | Desc |
| Amt | $8,738,981 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADP FEES | $3,104 | $0 | $3,104 |
| EXHIBITIONS | $4,513,773 | $0 | $4,521,185 |
| INFORMATION TECHNOLOGY | $7,207 | $0 | $7,207 |
| INSURANCE | $7,373 | $0 | $7,373 |
| LICENSES & PERMITS | $13,045 | $0 | $13,045 |
| SUPPORT SERVICES | $165,600 | $0 | $165,600 |
| OFFICE EXPENSES | $9,502 | $0 | $9,070 |
| OTHER DEDUCTIONS - PARTNERSHIP | $0 | $71,390 | $0 |
| SHIPPING & POSTAGE | $547 | $0 | $509 |
| SUBSCRIPTION | $19,165 | $0 | $34,870 |
| RECRUITING | $691 | $0 | $691 |
| OTHER EXPENSES | $73,527 | $0 | $74,637 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP INCOME | $159,014 | $173 | $159,014 |
| TICKET AND CATALOG SALES | $148,048 | $148,048 | |
| BOOK ROYALTIES | $105 | $105 | |
| DEFERRED TAX ADJUSTMENT | $114,000 | $114,000 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED EXCISE AND INCOME TAXES | Desc |
| BOY Book Value | $459,350 | BOYBookValueAmt |
| EOY Book Value | $170,689 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $31,536 | $0 | $31,536 |
| FOREIGN TAXES - ISHARES | $13,609 | $13,609 | $0 |
| EXCISE TAX | $49,089 | $0 | $0 |
| STATE TAXES PAID | $615 | $0 | $0 |