WASHINGTON SQUARE HEALTH FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- WASHINGTON SQUARE HEALTH FOUNDATION INC (EIN 36-1210140)
- Tax period
- 2020-10-01 to 2021-09-30
- Filed
- 2022-02-14
- IRS object ID
- 202230459349100738
- Schema version
- 2020v4.0
- 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 Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-02-14T17:30:20-06:00 | ReturnTs |
| Tax Period End | 2021-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350921680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 West Wacker Drive Suite 2600 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606061224 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 361210140 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Washington Square Health Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WASH | BusinessNameControlTxt |
| Phone | 3126646488 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 875 North Michigan Ave 3516 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CATHERINE KAPELLA MPH | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Signature | 2022-02-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CATHERINE KAPELLA | PersonFirstNm |
| Person Last | MPH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER BURKE | PreparerPersonNm |
| PTIN | P01342224 | PTIN |
| Phone | 3128997000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $21,569,801 | 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 | $79,209 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $334,821 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $334,821 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $529,970 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,973,133 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $529,970 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $944,000 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $864,791 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $434,821 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $43,482 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $391,339 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $7,358 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $736 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $6,622 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $155,762 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $15,576 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $140,186 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $11,050 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,105 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $9,945 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $42,199 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,220 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $37,979 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,136 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $414 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,722 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $38,713 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,356 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $21,205 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $5,450 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $545 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $65,989 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $6,599 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $59,390 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $243 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $24 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $219 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $62,747 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,275 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $56,472 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $828,468 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $81,332 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $727,079 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $585,263 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $507,915 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,413,731 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $81,332 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,234,994 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$469,731 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $783,459 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,132,642 | CashBOYAmt |
| Cash EOY | $998,121 | CashEOYAmt |
| Cash EOYFMV | $998,121 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,321,122 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,473,167 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,473,167 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $8,020 | AcctRcvblAmt |
| Acct Rcvbl BOY | $10,492 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $8,020 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $8,020 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl BOY | $0 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $28,509 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $35,628 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $35,628 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $12,830,815 | CorporateStockBOYAmt |
| Corporate Stock EOY | $17,703,341 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $17,703,341 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $302,834 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $296,520 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $296,520 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $0 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $0 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $0 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOYFMV | $0 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $543,768 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $664,216 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $664,216 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $81,402 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $56,519 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $26,563 | LandBOYAmt |
| Land EOY | $24,883 | LandEOYAmt |
| Land EOYFMV | $24,883 | LandEOYFMVAmt |
| Other Assets BOY | $512,654 | OtherAssetsBOYAmt |
| Other Assets EOY | $365,905 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $365,905 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $18,709,399 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,569,801 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $21,569,801 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $50,543 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $52,932 | AccountsPayableEOYAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $524,358 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $621,952 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $574,901 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $674,884 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $18,134,498 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $20,894,917 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,134,498 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $20,894,917 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,709,399 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $21,569,801 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,134,498 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$469,731 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,230,150 | OtherIncreasesAmt |
| Subtotal | $20,894,917 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $20,894,917 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Securities | PropertyDesc |
| Gross Sales Price | $1,973,133 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,443,163 | CostOrOtherBasisAmt |
| Gain Or Loss | $529,970 | GainOrLossAmt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $529,970 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $529,970 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,890 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $10,890 | SubtotalAmt |
| Tax Based On Investment Income | $10,890 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $20,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $9,110 | OverpaymentAmt |
| Applied To ES Tax | $9,110 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.WSHF.ORG | WebsiteAddressTxt |
| Individual With Books | HOWARD NOCHUMSON | IndividualWithBooksNm |
| Phone | 3126646488 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 875 NORTH MICHIGAN AVE STE 3516 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|---|---|
| Barbara Berendt | ||||||||
| 875 North Michigan Ave | Chicago | IL | 60611 | Director | 2.000 | $8,500 | $0 | $0 |
| Catherine M Creticos MD | ||||||||
| 875 North Michigan Ave | Chicago | IL | 60611 | Director | 2.000 | $8,750 | $0 | $0 |
| Sandy Goldberg PhD | ||||||||
| 875 North Michigan Ave | Chicago | IL | 60611 | Director | 2.000 | $8,750 | $0 | $0 |
| William N Werner MD MPH | ||||||||
| 875 North Michigan Ave | Chicago | IL | 60611 | Board Chair / Director | 2.000 | $7,750 | $0 | $0 |
| William B Friedeman | ||||||||
| 875 North Michigan Ave | Chicago | IL | 60611 | Secretary / Director | 2.000 | $10,250 | $0 | $0 |
| James M Snyder | ||||||||
| 875 North Michigan Ave | Chicago | IL | 60611 | Treasurer / Director | 2.000 | $9,500 | $0 | $0 |
| Howard Nochumson | ||||||||
| 875 North Michigan Ave | Chicago | IL | 60611 | Executive Director & President | 40.000 | $214,660 | $97,046 | $0 |
| Catherine Kapella MPH | ||||||||
| 875 North Michigan Ave | Chicago | IL | 60611 | Associate Director & Vice President | 40.000 | $153,661 | $58,460 | $0 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | None | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $19,548,524 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,597,140 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $77,923 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $21,223,587 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $21,223,587 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $318,354 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,905,233 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,045,262 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,045,262 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,890 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,890 | TotalTaxAmt |
| Distributable Before Adj | $1,034,372 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,034,372 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,034,372 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,234,994 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,234,994 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,234,994 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,034,372 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $101,432 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $522,795 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $319,254 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $430,743 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $672,248 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,046,472 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,234,994 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,034,372 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $200,622 | RemainingDistriFromCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,247,094 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $101,432 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,145,662 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $522,795 | ExcessFromYear4Amt |
| Excess From Year3 | $319,254 | ExcessFromYear3Amt |
| Excess From Year2 | $430,743 | ExcessFromYear2Amt |
| Excess From Year1 | $672,248 | ExcessFromYear1Amt |
| Excess From Current Year | $200,622 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | HOWARD NOCHUMSON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 875 NORTH MICHIGAN AVE SUITE 3516 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3126646488 | RecipientPhoneNum |
| Form And Info And Materials | Visit the website for the organization's grant guidelines & application: http://wshf.org/general-guidelines/ | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | GRANT SUBMISSIONS WERE ACCEPTED ON A CONTINUOUS ROLLING BASIS FOR EITHER THE 12/1 OR 6/1 DEADLINES. | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (62 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| A Silver Lining Foundation | ||||||||
| 134 N LaSalle Street Suite 2050 | Chicago | IL | 60602 | NONE | PC | Matching Grant to Support A Silver Lining Foundation's Mammography Program | $25,000 | |
| A Silver Lining Foundation | ||||||||
| 134 N LaSalle Street Suite 2050 | Chicago | IL | 60602 | NONE | PC | Dr. Sandy Goldberg's Board of Director Grant to A Silver Lining Foundation for Mammography | $7,500 | |
| A Silver Lining Foundation | ||||||||
| 134 N LaSalle Street Suite 2050 | Chicago | IL | 60602 | NONE | PC | Dr. Catherine M. Creticos' Board of Director Grant to A Silver Lining Foundation for Mammography | $1,750 | |
| A Silver Lining Foundation | ||||||||
| 134 N LaSalle Street Suite 2050 | Chicago | IL | 60602 | NONE | PC | Special Designated Grant to A Silver Lining Foundation for Mammography Services | $3,500 | |
| Advocate Charitable Foundation | ||||||||
| 3075 Highland Pkwy 600 | Downers Grove | IL | 60515 | NONE | PC | William N. Werner's Board of Director Grant to the Angelo P. Creticos, MD Cancer Center at Advocate Illinois Masonic Medical Center | $1,500 | |
| Advocate Charitable Foundation | ||||||||
| 3075 Highland Pkwy 600 | Downers Grove | IL | 60515 | NONE | PC | Dr. Catherine M. Creticos' Board of Director Grant to the Angelo P. Creticos, MD Lectureship Fund at Advocate Illinois Masonic Medical Center | $1,000 | |
| Advocate Charitable Foundation | ||||||||
| 3075 Highland Pkwy 600 | Downers Grove | IL | 60515 | NONE | PC | Dr. Catherine M. Creticos' Board of Director Grant to the Anastasia and Angelo P. Creticos, MD Medical Innovation Endowment at Advocate Illinois Masonic Medical Center | $500 | |
| Alexian Brothers Bonaventure House | ||||||||
| 825 West Wellington | Chicago | IL | 60657 | NONE | PC | Dr. Catherine M. Creticos' Board of Director Grant to Alexian Brothers Bonaventure House | $1,250 | |
| American Cancer Society Illinois Division | ||||||||
| 225 N Michigan Ave Suite 1200 | Chicago | IL | 60601 | NONE | PC | Catherine Kapella, MPH's Board Officer Grant to the American Cancer Society in Memory of Benedykt Baginski | $1,000 | |
| American Cancer Society Illinois Division | ||||||||
| 225 N Michigan Ave | Chicago | IL | 60601 | NONE | PC | Catherine Kapella, MPH's Board Officer Grant to the American Cancer Society in Memory of Janusz Ziminski | $1,500 | |
| Ann & Robert H Lurie Children's Hospital of Chicago | ||||||||
| 225 E Chicago Ave Box 4 | Chicago | IL | 60611 | NONE | PC | Hematology, Oncology and Stem Cell Transplantation Fellowship Program | $30,000 | |
| Ann & Robert H Lurie Children's Hospital of Chicago | ||||||||
| 225 E Chicago Ave Box 4 | Chicago | IL | 60611 | NONE | PC | Hematology, Oncology and Stem Cell Transplantation Fellowship Program | $30,000 | |
| Boulder Community Health Foundation | ||||||||
| PO Box 19320 | Boulder | CO | 80308 | NONE | PC | Mr. William B. Friedeman's Board of Director Grant in honor of Charlotte Mills Dohms, born at Foothills Hospital, March 18, 2021 | $1,000 | |
| Boulder community Health Foundation | ||||||||
| PO Box 19320 | Boulder | CO | 80308 | NONE | PC | Mr. William B. Friedeman's Board of Director Grant to the Boulder Community Health Foundation | $2,000 | |
| Chicago Chesed Fund | ||||||||
| 7045 Ridgeway | Lincolnwood | IL | 60712 | NONE | PC | Howard Nochumson's Board of Director Grant to the Chicago Chesed Fund for Program Support | $1,000 | |
| Chicago Chesed Fund | ||||||||
| 7045 Ridgeway | Lincolnwood | IL | 60712 | NONE | PC | New Freezer Unit | $13,750 | |
| Chicago Chesed Fund | ||||||||
| 7045 Ridgeway | Lincolnwood | IL | 60712 | NONE | PC | Emergency Funding for Forklift | $5,800 | |
| Chicago Chesed Fund | ||||||||
| 7045 Ridgeway | Lincolnwood | IL | 60712 | NONE | PC | Howard Nochumson's Board of Director Grant for Program Support | $1,000 | |
| Chicago Chesed Fund | ||||||||
| 7045 Ridgeway | Lincolnwood | IL | 60712 | NONE | PC | Howard Nochumson's Board of Director Grant to the Chicago Chesed Fund for Program Support | $1,000 | |
| Chicago Hearing Society | ||||||||
| 6610 N Clark St | Chicago | IL | 60626 | NONE | PC | CHS Hearing Health Clinic Audiology Testing Equipment | $10,349 | |
| Clearbrook | ||||||||
| 1825 W Central | Arlington Heights | IL | 60005 | NONE | PC | PRI FORGIVENESS | $7,788 | |
| Community Foundation Boulder County | ||||||||
| 1123 Spruce Street | Boulder | CO | 80302 | NONE | PC | Mr. William B. Friedeman's Board of Director Grant to the Community Foundation Boulder County for the Covid-19 Relief Fund | $2,000 | |
| CommunityHealthNFP | ||||||||
| 2611 W Chicago Ave | Chicago | IL | 60657 | NONE | PC | Patient Advisory Committee and Health Education Program | $12,470 | |
| Council on Foundations | ||||||||
| 1828 L Street NW Suite 300 | Washington | DC | 20036 | NONE | PC | Foundation Designated Grant | $3,000 | |
| Covenant World Relief | ||||||||
| 8303 W Higgins Rd | Chicago | IL | 60631 | NONE | PC | Dr. William N. Werner's Board of Director Grant to Covenant World Relief | $2,000 | |
| Dion's Chicago Dream | ||||||||
| 180 N Windmere Circle | Matteson | IL | 60443 | NONE | PC | Dr. Catherine M. Creticos' Board of Director Grant to Dion's Chicago Dream | $750 | |
| Easter Seals Metropolitan Chicago | ||||||||
| 1939 W 13th Street Ste 300 | Chicago | IL | 60608 | NONE | PC | Coordinated Pandemic Response for a Vulnerable Population | $10,250 | |
| Erie Family Health Center | ||||||||
| 1701 West Superior Street 3rd Floor | Chicago | IL | 60622 | NONE | PC | Reshaping Diabetes Prevention and Management in the Context of COVID-19 | $12,500 | |
| Forefront | ||||||||
| 208 South LaSalle Street Suite 1540 | Chicago | IL | 60604 | NONE | PC | Foundation Designated Grant | $760 | |
| Franciscan Tertiary Province Of The Sacred Heart Inc | ||||||||
| 1801 35th Street | Oak Brook | IL | 60523 | NONE | PC | Spread the Health | $5,000 | |
| Friends of the Children- Chicago | ||||||||
| 15112 S Pulaski Road | Chicago | IL | 60623 | NONE | PC | Mr. William B. Friedeman's Board of Director Grant to Friends of the Children- Chicago for the new youth and mindfulness program for youth ages 6-9 living in Austin and North Lawndale | $500 | |
| Gilda's Club Chicago | ||||||||
| 537 N Wells St | Chicago | IL | 60654 | NONE | PC | Remote Service Delivery for COVID-19 and Beyond | $12,500 | |
| Grantmakers In Health | ||||||||
| 1100 Connecticut Avenue NW Suite 12 | Washington | DC | 20036 | NONE | PC | Foundation Designated Grant | $3,250 | 00 |
| Howard Brown Memorial Clinic | ||||||||
| 4025 N Sheridan Rd | Chicago | IL | 60601 | NONE | PC | Breaking Down Barriers: Howard Brown Health's Clinical Research Patient Navigator | $10,080 | |
| Howard Brown Memorial Clinic | ||||||||
| 4025 N Sheridan Rd | Chicago | IL | 60613 | NONE | PC | Dr. Catherine M. Creticos' Board of Director Grant to Howard Brown Health Center for Clinical Research | $1,500 | |
| JET - Jewish Education Team Inc | ||||||||
| 6708 N Francisco Avenue | Chicago | IL | 60645 | NONE | PC | Howard Nochumson's Board of Director Grant to Jewish Education Team for Program Support | $1,000 | |
| JourneyCare | ||||||||
| 2050 Claire Court | Glenview | IL | 60004 | NONE | PC | Hospice and Palliative Medicine Fellowship Program | $25,000 | |
| JourneyCare | ||||||||
| 2050 Claire Court | Glenview | IL | 60004 | NONE | PC | Hospice and Palliative Medicine Fellowship Program | $25,000 | |
| Lakeview Pantry | ||||||||
| 3945 N Sheridan Rd | Chicago | IL | 60613 | NONE | PC | Executive Committee Grant for Food Pantry Initiative Grant to Lakeview Pantry | $25,000 | |
| Mary's Place | ||||||||
| PO Box 1711 | Seattle | WA | 98111 | NONE | PC | Mr. William B. Friedeman's Board of Director Grant to Mary's Place in honor of Nelle Friedeman's second birthday | $1,000 | |
| North Park Friendship Center | ||||||||
| 3448 W Foster | Chicago | IL | 60625 | NONE | PC | Dr. William N. Werner's Board of Director Grant to North Park Friendship Center | $3,000 | |
| North Side Housing & Support Services | ||||||||
| 4410 N Ravenswood Suite 101 | Chicago | IL | 60640 | NONE | PC | Stay Home, Stay Safe | $7,025 | |
| NorthShore University HealthSystem Research Institute | ||||||||
| 1001 University Place | Evanston | IL | 60201 | NONE | PC | Advanced Diffusion Tensor MRI for Breast Cancer | $26,819 | |
| NorthShore University HealthSystem Research Institute | ||||||||
| 1001 University Place | Evanston | IL | 60201 | NONE | PC | Advanced Diffusion Tensor MRI for Breast Cancer | $26,819 | |
| Northwestern University | ||||||||
| 750 North Lake Shore Drive Suite 54 | Chicago | IL | 60611 | NONE | PC | Emergency Department Patients: Increasing Social Work staffing to balance staffing complement in addressing Non-Medical visits | $25,000 | 2 |
| Northwestern University | ||||||||
| 750 North Lake Shore Dr Suite 542 | Chicago | IL | 60611 | NONE | PC | Catherine Kapella, MPH's Board Officer Grant to Northwestern University to advance the research of Dr. Amani Fawzi | $5,000 | |
| Project Seed of Suburban Chicago Inc | ||||||||
| 6045 N Monticello Avenue | Chicago | IL | 60659 | NONE | PC | Howard Nochumson's Board of Director Grant to Project Seed of Suburban Chicago for Program Support | $500 | |
| Project Seed of Suburban Chicago Inc | ||||||||
| 6045 N Monticello Avenue | Chicago | IL | 60659 | NONE | PC | Howard Nochumson's Board of Director Grant to Project Seed of Suburban Chicago for Program Support | $2,000 | |
| Ray Graham Association for People with Disabilities | ||||||||
| 901 Warrenville Rd Suite 500 | Lisle | IL | 60532 | NONE | PC | Dr. Catherine M. Creticos' Board of Director Grant to the Hanson Center Therapeutic Riding Program at Ray Graham Association for People with Disabilities. | $750 | |
| Rosalind Franklin University of Medicine and Science | ||||||||
| 3333 Green Bay Road | Chicago | IL | 60064 | NONE | PC | The WSHF Nursing Scholarship Program | $12,500 | |
| Roseland Community Hospital | ||||||||
| 45 W 111th Street | Chicago | IL | 60628 | NONE | PC | Barbara Berendt's Board of Director Grant to Roseland Community Hospital for Program Support | $7,500 | |
| Roseland Community Hospital | ||||||||
| 45 W 111th Street | Chicago | IL | 60628 | NONE | PC | PRI FORGIVENESS | $33,920 | |
| Roseland Community Hospital | ||||||||
| 45 W 111th Street | Chicago | IL | 60628 | NONE | PC | PRI FORGIVENESS | $35,640 | |
| Shirley Ryan Ability Lab | ||||||||
| 355 E Erie Street | Chicago | IL | 60611 | NONE | PC | Advance Human Ability Campaign | $50,000 | |
| St John's Episcopal Church | ||||||||
| PO Box 1690 | Jackson | WY | 83001 | NONE | PC | William B. Friedeman's Board of Director Grant to St. John's Episcopal Church to help defray costs for Outreach-Soup Kitchen | $1,000 | |
| St Leonard's House | ||||||||
| 2100 W Warren Blvd | Chicago | IL | 60612 | NONE | PC | Integrated Behavioral and Physical Health Care for Reentering Citizens | $4,800 | |
| The American Committee for the Weizmann Institute of Science | ||||||||
| 180 N LaSalle Street Suite 3110 | Chicago | IL | 60601 | NONE | PC | Master's Student Scholarship: Supporting Excellence in Science | $10,000 | |
| The Children's Clinic | ||||||||
| 320 Oak Park | Chicago | IL | 60302 | NONE | PC | Support of Oral Health Care Program that treats Patients with Special Health Care Needs during COVID-19 pandemic | $9,243 | |
| The Kedzie CenterExpanded Mental Health Services Of Chicago Nfp | ||||||||
| 4141 N Kedzie Ave Suite 2 | Chicago | IL | 60618 | NONE | PC | Dr. William N. Werner's Board of Director Grant to The Kedzie Center | $1,000 | |
| Torah Academy of Buffalo Grove | ||||||||
| 720 Armstrong Drive | Buffalo Grove | IL | 60089 | NONE | PC | Howard Nochumson's Board of Director Grant to Torah Academy of Buffalo Grovefor Annual Defibrillator Training and Needed Preventative Covid Supplies | $1,000 | |
| University of Illinois Foundation | ||||||||
| PO BOX 734500 | Chicago | IL | 60673 | NONE | PC | Developing More Comprehensive, Rigorous Approachesto Evaluate Costs andCost- effectiveness for Community-based Interventions Focused on Underserved Communities | $5,000 | |
| Zacharias Sexual Abuse Center | ||||||||
| 4232 Dempster Street | Skokie | IL | 60076 | NONE | PC | New Virtual Services | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $585,263 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $334,821 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $529,970 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $864,791 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $864,791 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | Address Line2ContributorUSAddress/AddressLine2Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| ZENDT TRUST | |||||||
| 1 | C/O Bank of America 100 Westminster | Street | Providence | RI | 02903 | $7,107 | Yes (X) |
| Small Business Administration | |||||||
| 2 | 409 3rd St SW | Washington | DC | 20416 | $72,102 | Yes (X) | |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $42,199 | Amt |
| Net Investment Income | $4,220 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $37,979 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Equipment | PropertyDesc |
| Current Year Expense | $5,450 | CurrentYearExpenseAmt |
| Net Investment Income | $545 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $296,520 | EOYBookValueAmt |
| EOYFMV | $296,520 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DOM. SMALL CAP MUTUAL FUNDS | $2,665,770 | $2,665,770 |
| DOM. LARGE CAP MUTUAL FUNDS | $6,331,737 | $6,331,737 |
| DOMESTIC EQUITY FUNDS | $63,975 | $63,975 |
| INTERNATIONAL EQUITY FUNDS | $3,687,991 | $3,687,991 |
| DOM. MIDDLE CAP MUTUAL FUNDS | $2,779,885 | $2,779,885 |
| COMMINGLED EQUITY FUNDS | $105,743 | $105,743 |
| Equities | $2,068,240 | $2,068,240 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LONG-TERM GROWTH EQUITY FUND | FMV | $181,809 | $181,809 |
| DIVIDEND APPRECIATION INDEX | FMV | $482,407 | $482,407 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | EQUIPMENT | CategoryOrItemTxt |
| Cost Or Other Basis | $81,402 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $56,519 | AccumulatedDepreciationAmt |
| Book Value | $24,883 | BookValueAmt |
| EOYFMV | $24,883 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $11,050 | LegalFeesAmt |
| Net Investment Income | $1,105 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,945 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| RENT SECURITY DEPOSIT | $6,971 | $6,971 | $6,971 |
| PROGRAM RELATED INVESTMENTS | $505,683 | $358,934 | $358,934 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $5,333 | $534 | $4,799 |
| OFFICE SUPPLIES | $21,434 | $2,143 | $19,291 |
| BOARD DIRECTED PROGRAMS | $954 | $95 | $859 |
| DUES & SUBSCRIPTIONS | $6,341 | $634 | $5,707 |
| SERVICE CONTRACTS | $16,840 | $1,684 | $15,156 |
| BANK CHARGES | $1,623 | $163 | $1,460 |
| EXECUTIVE DIRECTOR EXPENSE | $570 | $57 | $513 |
| BOARD MEETINGS | $9,082 | $908 | $8,174 |
| ASSOCIATE DIRECTOR EXPENSE | $570 | $57 | $513 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Gains | Desc |
| Amt | $3,230,150 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EMPLOYEE BENEFIT PLAN | Desc |
| BOY Book Value | $524,358 | BOYBookValueAmt |
| EOY Book Value | $621,952 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $4,136 | Amt |
| Net Investment Income | $414 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,722 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $15,152 | ||
| Payroll Tax | $23,561 | $2,356 | $21,205 |