2024-06-04T08:06:51-05:00 2023-12-31 381357951 PLANTE & MORAN PLLC 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990 2023-01-01 844520141 PROJECT MANAGEMENT ADVISORS FOUNDATION PROJ 3122071010 120 S RIVERSIDE PLAZA 1975 CHICAGO IL 60606 JASON HEIDER SECRETARY/TREASURER 3122071010 2024-05-31 1 JASON HEIDER 999009999 1 JESSICA TOADER P01464604 3122071040 2024-05-31 0 AAL1 IAL1 2023 2023-04-26 12:10:37Z JASON HEIDER 120 S RIVERSIDE PLAZA 1975 CHICAGO IL 60606 311215 0 X N/A X 2020 IL DISTRIBUTION OF GRANTS TO OTHER 501(C)(3) CHARITABLE ORGANIZATIONS. 6 6 0 6 0 0 182856 180428 0 0 0 0 0 45537 182856 225965 120000 207000 0 0 0 0 0 0 0 63992 21369 183992 228369 -1136 -2404 41491 39087 0 0 41491 39087 NONE 0 0 207000 207000 THE PRIMARY PURPOSE OF THE FOUNDATION IS THE DISTRIBUTION OF FUNDS TO ONE OR MORE ENTITIES EXEMPT FROM TAXATION UNDER SECTION 501(C)(3) OF THE CODE OR FOR ONE OR MORE RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE CODE. 207000 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 IL CA X JASON HEIDER 3122071010 120 S RIVERSIDE PLAZA SUITE 1975 CHICAGO IL 60606 X JILL TARBY PRESIDENT 0.25 0.00 X X 0 0 0 JASON HEIDER SECRETARY/TREASURER 0.25 0.00 X X 0 0 0 ROGER T MCCARRON DIRECTOR 0.25 0.00 X 0 0 0 KENNETH R RICHTER DIRECTOR 0.25 0.00 X 0 0 0 ANDREW M ROSCOE DIRECTOR 0.25 0.00 X 0 0 0 J MICHAEL TRACY DIRECTOR 0.25 0.00 X 0 0 0 0 0 0 0 0 0 0 0 180428 180428 130787 180428 85250 45537 45537 225965 0 0 45537 207000 207000 1816 1816 350 350 12953 12953 164 164 243 243 BANK FEES 5786 5786 DUES & SUBSCRIPTIONS 57 57 228369 207000 21369 0 41491 39087 41491 39087 0 0 X 41491 39087 41491 39087 41491 39087 -2404 0 X 0 0 0 X 53983 0 182856 180428 417267 53983 182856 180428 417267 417267 130787 130787 548054 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: SPECIAL EVENT INCOME - 2023 AMOUNT: $ 130,787. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED MARCH MADNESS 311215 180428 130787 73491 11759 311215 180428 130787 73491 11759 85250 45537 1 NEW HAVEN YOUTH & FAMILY SERVICES INC PO BOX 1199 VISTA CA 92085 953161628 501(C)(3) 59000 0 GENERAL MISSION SUPPORT SECOND HARVEST OF SILICON VALLEY 750 CURTNER AVE SAN JOSE CA 95125 942614101 501(C)(3) 37000 0 GENERAL MISSION SUPPORT ANN & ROBERT H LURIE CHILDREN'S HOSPITAL OF CHICAGO FOUNDATION 225 E CHICAGO AVENUE BOX 4 CHICAGO IL 60611 363357006 501(C)(3) 111000 0 GENERAL MISSION SUPPORT 3 0 PART I, LINE 2: EMPLOYEES OF PROJECT MANAGEMENT ADVISORS, INC ARE SOLICITED TO PROVIDE CHARITABLE ENTITIES WHICH MAY BE SUITABLE FOR SELECTION BY THE FOUNDATION - THE SUBMISSIONS TYPICALLY RANGE BETWEEN 10-20. THESE ENTITIES ARE THEN VETTED FOR SUITABILITY ON CRITERIA INCLUDING BUT NOT LIMITED TO POTENTIAL CONFLICTS OF INTEREST, FINANCIAL STABILITY AND PRUDENCE, POLITICAL/LOBBYING ACTIVITIES, INDEPENDENCE, ALIGNMENT WITH PMAERS LIVED EXPERIENCES AND/OR INDUSTRY RELATIONSHIP, AND AN ATTAINED 501(C) DESIGNATION. UPON COMPLETION OF THE VETTING PROCESS, THE FIRM COMPLETES THE SELECTION PROCESS AND ALERTS THE ENTITY OF THE FOUNDATION'S DESIRE TO PARTNER INCLUDING THE REQUEST FOR W-9 AND RELATED BANKING INFORMATION WHICH IS USED FOR FUNDS TRANSMISSION UPON COMPLETION OF THE FINAL ACCOUNTING FOR A SPECIAL FUNDRAISING EVENT (GENERALLY IN LATE MAY). FUNDS ARE DISTRIBUTED SOLELY TO OTHER 501(C)(3) CHARITABLE ENTITIES IN SUPPORT OF THEIR GENERAL MISSION. AS SUCH, THE FOUNDATION DOES NOT REQUIRE MONITORING OF THE CHARITABLE ORGANIZATION'S USE OF FUNDS AFTER TRANSMISSION. THE FOUNDATION BELIEVES IT EXERCISES APPROPRIATE DUE DILIGENCE IN ITS SELECTION PROCESS PRIOR TO TRANSMITTING FUNDS TO OTHER 501(C)(3) CHARITABLE ENTITIES. FORM 990, PART VI, SECTION A, LINE 2 ALL OF THE BOARD MEMBERS OF THE FOUNDATION HAVE A BUSINESS RELATIONSHIP AS THEY ARE EACH AN OFFICER, DIRECTOR OR MORE THAN 10% OWNER IN THE SAME FOR-PROFIT BUSINESS ENTITY. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD RETAINS THE SERVICES OF AN INDEPENDENT CPA FIRM TO PREPARE THE ORGANIZATION'S FORM 990. THE ORGANIZATION'S TREASURER REVIEWS THE COMPLETED FORM 990 AND PROVIDES A FULL COPY TO ALL VOTING MEMBERS OF THE GOVERNING BODY PRIOR TO FILING. THE GOVERNING BODY IS PROVIDED A REASONABLE AMOUNT OF TIME TO REVIEW THE RETURN AND ASK QUESTIONS DIRECTLY TO ORGANIZATION MANAGEMENT OR THE CONTACT AT THE INDEPENDENT CPA FIRM PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS AND DIRECTORS ARE ANNUALLY REQUIRED TO SIGN A STATEMENT AFFIRMING THAT THEY HAVE RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, THEY UNDERSTAND THE POLICY, AND AGREE TO COMPLY WITH THE POLICY. OFFICERS AND DIRECTORS ARE REQUIRED TO DISCLOSE CONFLICTS AS THEY ARISE. AFTER DISCLOSURE OF POTENTIAL CONFLICT, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION DOES NOT COMPENSATE ANY DIRECTORS, OFFICERS OR KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST. PROJECT MANAGEMENT ADVISORS INC 120 S RIVERSIDE PLZ STE 1975 CHICAGOI IL 60606 363888970 CONSTRUCTION MANAGEMENT IL N/A S 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0