GRANT HOSPITAL OF CHICAGO: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- GRANT HOSPITAL OF CHICAGO (EIN 36-2167090)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-06-11
- IRS object ID
- 202441639349101914
- Schema version
- 2023v5.0
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-06-11T18:24:08-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 364049282 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PASQUESI SHEPPARD LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 585 BANK LANE | AddressLine1Txt |
| City | LAKE FOREST | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60045 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362167090 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT HOSPITAL OF CHICAGO | BusinessNameLine1Txt |
| Business Name Line2 | D/B/A GRANT HEALTHCARE FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GRAN | BusinessNameControlTxt |
| Phone | 8477351590 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 N WESTERN AVENUE 210 | AddressLine1Txt |
| City | LAKE FOREST | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60045 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATE O'CONNOR | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 8477351590 | PhoneNum |
| Signature | 2024-06-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KATE | PersonFirstNm |
| Person Last | OCONNOR | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DENNIS P O'BRIEN | PreparerPersonNm |
| PTIN | P00008832 | PTIN |
| Phone | 8472345000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | 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 | $15,868,817 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $18,800 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $448,898 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $448,898 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $436,390 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $939,877 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $436,390 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $348 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $348 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $904,436 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $885,636 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $175,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $43,875 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $131,625 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,425 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,425 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $18,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $18,000 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $30,898 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $21,540 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $9,358 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $125 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $15,489 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $1,549 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $13,940 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $385 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $385 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $33,811 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,957 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $31,854 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $283,058 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $91,346 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $191,587 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $690,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $690,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $973,658 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $91,346 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $882,187 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$69,222 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $794,290 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $63,724 | CashBOYAmt |
| Cash EOY | $79,197 | CashEOYAmt |
| Cash EOYFMV | $79,197 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $20,690 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $22,461 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $22,461 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $13,997,388 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $15,345,937 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $15,345,937 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $9,715 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,403 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $437 | LandBOYAmt |
| Land EOY | $312 | LandEOYAmt |
| Land EOYFMV | $312 | LandEOYFMVAmt |
| Other Assets BOY | $350,089 | OtherAssetsBOYAmt |
| Other Assets EOY | $420,910 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $420,910 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $14,432,328 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,868,817 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,868,817 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $20,102 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $35,682 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $55,784 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $14,082,239 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $15,427,805 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $350,089 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $385,228 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,432,328 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,813,033 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,432,328 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,868,817 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,432,328 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$69,222 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,449,927 | OtherIncreasesAmt |
| Subtotal | $15,813,033 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $15,813,033 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL INTL STOCK INDEX | 2018-06-15 | 2023-04-06 | $69,976 | $69,544 | $432 | $432 |
| VANGUARD 500 INDEX | 2020-01-01 | 2023-08-01 | $69,976 | $29,037 | $40,939 | $40,939 |
| VANGUARD 500 INDEX | 2020-01-01 | 2023-12-04 | $564,975 | $234,250 | $330,725 | $330,725 |
| VANGUARD MID CAP INDEX | 2018-06-15 | 2023-12-04 | $129,975 | $96,522 | $33,453 | $33,453 |
| VANGUARD SMALL CAP INDEX | 2017-07-11 | 2023-12-04 | $104,975 | $74,134 | $30,841 | $30,841 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $436,390 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,041 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,041 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,041 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,960 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $4,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $10,460 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $9 | EsPenaltyAmt |
| Tax Due | $590 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 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.GRANTHEALTHCARE.ORG | WebsiteAddressTxt |
| Individual With Books | KATE GRUBBS O'CONNOR | IndividualWithBooksNm |
| Phone | 8477351590 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 N WESTERN AVE SUITE 210 | AddressLine1Txt |
| City | LAKE FOREST | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60045 | 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| MAUREEN L BLAHA | ||||||||
| 500 NORTH WESTERN AVENUE | LAKE FOREST | IL | 60045 | SECRETARY/TREASURER | 1.00 | $0 | $0 | $0 |
| GEORGE M COVINGTON | ||||||||
| 500 NORTH WESTERN AVENUE | LAKE FOREST | IL | 60045 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ROBERT L FRIEDLANDER | ||||||||
| 500 NORTH WESTERN AVENUE | LAKE FOREST | IL | 60045 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| RICHARD M NORTON | ||||||||
| 500 NORTH WESTERN AVENUE | LAKE FOREST | IL | 60045 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| THOMAS C VANDEN BERK | ||||||||
| 500 NORTH WESTERN AVENUE | LAKE FOREST | IL | 60045 | CHAIRMAN | 1.00 | $0 | $0 | $0 |
| BRENDA B ASARE | ||||||||
| 500 NORTH WESTERN AVENUE | LAKE FOREST | IL | 60045 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KATE GRUBBS O'CONNOR | ||||||||
| 500 NORTH WESTERN AVENUE | LAKE FOREST | IL | 60045 | EXECUTIVE DIRECTOR | 40.00 | $175,500 | $0 | $0 |
| CODY MCSELLERS-MCCRAY | ||||||||
| 500 NORTH WESTERN AVENUE | LAKE FOREST | IL | 60045 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $14,671,662 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $96,036 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $367,659 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,135,357 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,135,357 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $227,030 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,908,327 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $745,416 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $745,416 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,041 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,041 | TotalTaxAmt |
| Distributable Before Adj | $734,375 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $734,375 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $734,375 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $882,187 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $882,187 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $734,375 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $184,224 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $174,990 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $116,369 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $69,171 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $125,255 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $670,009 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $882,187 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $734,375 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $147,812 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $817,821 | 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 | $184,224 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $633,597 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $174,990 | ExcessFromYear4Amt |
| Excess From Year3 | $116,369 | ExcessFromYear3Amt |
| Excess From Year2 | $69,171 | ExcessFromYear2Amt |
| Excess From Year1 | $125,255 | ExcessFromYear1Amt |
| Excess From Current Year | $147,812 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KATE GRUBBS O'CONNOR GRANT HEALTHCA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 NORTH WESTERN AVENUE SUITE 210 | AddressLine1Txt |
| City | LAKE FOREST | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60045 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8477351590 | RecipientPhoneNum |
| Recipient Email Address | KOCONNOR@GRANTHEALTHCARE.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | GRANT FORM USED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | JULY | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FIELD OF HEALTHCARE IN THE GREATER CHICAGOLAND AREA | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADVOCATES FOR COMMUNITY WELLNESS INC | |||||||
| 8101 S HONORE ST | CHCIAGO | IL | 60620 | NONE | PC | WELL-WOMAN WELLNESS PROGRAM | $15,000 |
| ALLIANCE CHICAGO | |||||||
| 215 W OHIO ST | CHICAGO | IL | 60654 | NONE | PC | IMPROVING CONTRACEPTIVE CARE QUALITY AND ACCESS THROUGH PROVIDER TRAINING | $30,000 |
| ALTERNATIVES INC | |||||||
| 4730 N SHERIDAN RD | CHICAGO | IL | 60640 | NONE | PC | SCHOOL-BASED BEHAVIORAL HEALTH SUPPORT | $20,000 |
| BREAKTHROUGH URBAN MINISTRIES | |||||||
| 402 N ST LOUIS AVE | CHICAGO | IL | 60624 | NONE | PC | BREAKTHROUGH BEHAVIORAL HEALTH PROGRAM | $25,000 |
| CHICAGO ABORTION FUND | |||||||
| 333 W NORTH AVE SUITE 267 | CHCIAGO | IL | 60611 | NONE | PC | GENRAL OPERATING SUPPORT | $25,000 |
| CHICAGO CHILDREN'S ADVOCACY CENTER | |||||||
| 1240 S DAMEN AVE | CHICAGO | IL | 60608 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 |
| CHICAGO WORKERS COLLABORATIVE | |||||||
| 1914 S ASHLAND AVE | CHCIAGO | IL | 60607 | NONE | PC | WORKING FAMILIES PROTECTION AND CARE PROGRAM | $20,000 |
| CHILDREN'S RESEARCH TRIANGLE | |||||||
| 70 E LAKE ST SUITE 1300 | CHICAGO | IL | 60601 | NONE | PC | TRAUMA TREATMENT PROGRAM | $20,000 |
| COMMUNITY COUNSELING CENTERS OF CHICAGO (C4) | |||||||
| 4740 N CLARK ST | CHICAGO | IL | 60640 | NONE | PC | THE BEHAVIORAL HEALTH PRIMARY CARE INTEGRATION LEARNING COLLABORATIVE | $40,000 |
| COMMUNITY HEALTH | |||||||
| 2611 W CHICAGO AVE | CHICAGO | IL | 60622 | NONE | PC | HEALTH CARE ACCESS FOR THE UNINSURED | $20,000 |
| ENLACE CHICAGO | |||||||
| 2759 S HARDING AVE | CHCIAGO | IL | 60623 | NONE | PC | SCHOOL BASED COUNSELORS PROGRAM | $30,000 |
| ERIE FAMILY HEALTH CENTER | |||||||
| 1701 W SUPERIOR ST | CHICAGO | IL | 60622 | NONE | PC | THE ERIE TEEN CENTER | $25,000 |
| ESPERANZA HEALTH CENTERS | |||||||
| 2001 S CALIFORNIA AVE STE 100 | CHICAGO | IL | 60608 | NONE | PC | BEHAVIORAL HEALTH CARE COORDINATION AND CHICAGO SAFETY NET LEARNING COLLABORATIVE | $50,000 |
| EVERTHRIVE | |||||||
| 1006 S MICHIGAN AVE 200 | CHICAGO | IL | 60605 | NONE | PC | GATHERING PROGRAM | $100 |
| HEARTLAND ALLIANCE HEALTH | |||||||
| 208 S LASALLE ST | CHICAGO | IL | 60604 | NONE | PC | IMPROVING ACCESS TO COORDINATED CARE ON CHICAGO'S SOUTH SIDE | $25,000 |
| LUSTER LEARNING INSTITUTE | |||||||
| 1126 HILLCREST | HIGHLAND PARK | IL | 60035 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 |
| LUTHERN SOCIAL SERVICES OF ILLINOIS | |||||||
| 1001 E TOUCHY AVE SUITE 50 | DES PLAINES | IL | 60018 | NONE | PC | STEP UP SCHOOL-BASED COUNSELING PROGRAM | $25,000 |
| MIDWEST ACCESS PROJECT | |||||||
| 3130 N ROCKWELL | CHICAGO | IL | 60618 | NONE | PC | GENERAL SUPPORT | $500 |
| NAMI CHICAGO | |||||||
| 1801 W WARNER AVE 202 | CHCIAGO | IL | 60613 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 |
| NEW MOMS INC | |||||||
| 5317 W CHICAGO AVE | CHICAGO | IL | 60651 | NONE | PC | THE FAMILY SUPPORT PROGRAM | $25,000 |
| PEER HEALTH EXCHANGE | |||||||
| 233 W JACKSON BLVD STE 630 | CHICAGO | IL | 60606 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 |
| PLANNED PARENTHOOD OF ILLINOIS | |||||||
| 17 N STATE ST SUITE 500 | CHICAGO | IL | 60602 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 |
| PRIMECARE COMMUNITY HEALTH | |||||||
| 2211 N ELSTON 301 | CHCIAGO | IL | 60614 | NONE | PC | CLINICAL CASE MANAGEMENT FOR PRENATAL AND HYPERTENSIVE PATIENTS | $25,000 |
| PUBLIC HEALTH INSTITUTE OF METROPOLITAN CHICAGO | |||||||
| 180 N MICHIGAN AVE SUITE 1200 | CHCIAGO | IL | 60601 | NONE | PC | SCHOOL HEALTH ACCESS COLLABORATIVE | $35,000 |
| RUSH UNIVERSITY MEDICAL CENTER | |||||||
| 1201 W HARRISON ST SUITE 300 | CHCIAGO | IL | 60607 | NONE | PC | REPRODUCTIVE SERVICES ACROSS AFC/SBHC PROGRAM | $25,000 |
| THE BOULIVARD OF CHICAGO | |||||||
| 3456 W FRANKLIN BLVD | CHCIAGO | IL | 60624 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 |
| THE NIGHT MINISTRY | |||||||
| 1735 NORTH ASHLAND AVE SUITE 2000 | CHCIAGO | IL | 60622 | NONE | PC | WELLNESS/DISEASE PREVENTION - OUTREACH AND HEALTH MINISTRY PROGRAM | $15,000 |
| UCAN (UHLICH CHILDREN'S ADVANTAGE NETWORK) | |||||||
| 3605 W FILMORE ST | CHCIAGO | IL | 60624 | NONE | PC | GENERAL OPERATING SUPPORT - COUNSELING AND YOUTH DEVELOPMENT SERVICES | $35,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $690,600 | 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 | $448,898 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $348 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $436,390 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $885,636 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $885,636 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM C MADLENER TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 S LASALLE ST | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $18,800 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $8,850 | Amt |
| Net Investment Income | $4,425 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,425 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| OFFICE EQUIPMENT | 2006-09-01 | $7,548 | $7,548 | SL | 7.000000000000 | $0 | $0 |
| LENOVO IDEACENTER COMPUTER | 2016-04-11 | $917 | $917 | SL | 5.000000000000 | $0 | $0 |
| DESK AND CONFERENCE TABLE | 2016-06-14 | $1,250 | $813 | SL | 10.000000000000 | $125 | $0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $15,345,937 | BookValueAmt |
| EOYFMV | $15,345,937 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| OFFICE EQUIPMENT | $7,548 | $7,548 | $0 |
| LENOVO IDEACENTER COMPUTER | $917 | $917 | $0 |
| DESK AND CONFERENCE TABLE | $1,250 | $938 | $312 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BENEFICAL INTEREST IN A PERPETUAL TRUST | $350,089 | $385,228 | $385,228 |
| OPERATING RIGHT-OF-USE ASSET, NET | $35,682 | $35,682 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSE | $13,714 | $1,371 | $12,343 |
| MEMBERSHIP DUES | $6,940 | $0 | $6,940 |
| INSURANCE | $3,720 | $372 | $3,348 |
| SOFTWARE | $2,142 | $214 | $1,928 |
| SEMINARS | $300 | $0 | $300 |
| CONSULTING | $6,995 | $0 | $6,995 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $348 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $348 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $348 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN(LOSS) ON INVESTMENTS | $1,414,788 |
| UNREALIZED GAIN(LOSS) ON INVESTMENTS | $35,139 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OERATING LEASE LIABILITIES | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $35,682 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $18,000 | Amt |
| Net Investment Income | $18,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $12,477 | $3,119 | $9,358 |
| FEDERAL EXCISE TAX | $8,665 | $8,665 | $0 |
| FOREIGN TAXES | $9,756 | $9,756 | $0 |