WESTLAKE HEALTH FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: WESTLAKE HEALTH FOUNDATION (EIN 36-3104071)
Tax period: 2024-01-01 to 2024-12-31
Filed: 2025-05-29
IRS object ID: 202541499349100124
Schema version: 2024v5.1
Source: Download XML · Original 990 at ProPublica

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

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

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-05-29T16:53:36-05:00	ReturnTs
Tax Period End	2024-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

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

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

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

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2024-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	363104071	EIN

Business Name BusinessName

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

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	FRED TOMERA	PersonNm
Person Title	CEO	PersonTitleTxt
Phone	6304953800	PhoneNum
Signature	2025-05-22	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	0	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	TIMOTHY G GRIFFITH	PreparerPersonNm
PTIN	P00299751	PTIN
Phone	7083861433	PhoneNum
Preparation	2025-05-22	PreparationDt

Field	Value	IRS element (for citing)
Tax	2024	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$153,659,422	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	$2,011,140	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$2,011,140	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$14,944,570	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$88,509,345	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$14,944,570	CapGainNetIncmNetInvstIncmAmt
Incm Modifications Adj Net Incm	$2,983,070	IncmModificationsAdjNetIncmAmt
Total Rev And Expnss	$16,955,710	TotalRevAndExpnssAmt
Total Net Invst Incm	$16,955,710	TotalNetInvstIncmAmt
Total Adj Net Incm	$2,983,070	TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$352,909	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$35,291	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$317,618	CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss	$244,720	OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm	$24,472	OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl	$220,248	OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss	$39,477	PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm	$3,958	PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl	$35,529	PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss	$31,058	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$3,106	LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl	$27,952	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$35,390	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$28,312	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$7,078	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$771,397	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$768,741	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$2,656	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$185,727	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$2,957	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$26,615	TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss	$130,731	OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm	$13,073	OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl	$117,658	OccupancyDsbrsChrtblAmt
Printing And Pub Rev And Expnss	$686	PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm	$69	PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl	$617	PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss	$70,848	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$5,527	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$65,321	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$1,862,943	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$885,506	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$821,292	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$5,254,096	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$7,085,870	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$7,117,039	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$885,506	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$7,907,162	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$9,838,671	ExcessRevenueOverExpensesAmt
Net Investment Income	$16,070,204	NetInvestmentIncomeAmt
Adjusted Net Income	$2,983,070	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$602,785	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$2,257,390	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$2,257,390	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$60,203,972	CorporateStockBOYAmt
Corporate Stock EOY	$66,498,701	CorporateStockEOYAmt
Corporate Stock EOYFMV	$66,498,701	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$18,773,790	CorporateBondsBOYAmt
Corporate Bonds EOY	$20,852,594	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$20,852,594	CorporateBondsEOYFMVAmt
Other Investments BOY	$69,061,619	OtherInvestmentsBOYAmt
Other Investments EOY	$63,936,960	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$63,936,960	OtherInvestmentsEOYFMVAmt
Other Assets BOY	$219,367	OtherAssetsBOYAmt
Other Assets EOY	$113,777	OtherAssetsEOYAmt
Other Assets EOYFMV	$113,777	OtherAssetsEOYFMVAmt
Total Assets BOY	$148,861,533	TotalAssetsBOYAmt
Total Assets EOY	$153,659,422	TotalAssetsEOYAmt
Total Assets EOYFMV	$153,659,422	TotalAssetsEOYFMVAmt
Accounts Payable BOY	$150,756	AccountsPayableBOYAmt
Accounts Payable EOY	$280,066	AccountsPayableEOYAmt
Grants Payable BOY	$3,714,937	GrantsPayableBOYAmt
Grants Payable EOY	$2,963,757	GrantsPayableEOYAmt
Other Liabilities BOY	$762,364	OtherLiabilitiesBOYAmt
Other Liabilities EOY	$568,339	OtherLiabilitiesEOYAmt
Total Liabilities BOY	$4,628,057	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$3,812,162	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$144,233,476	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$149,847,260	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$144,233,476	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$149,847,260	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$148,861,533	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$153,659,422	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$144,233,476	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$9,838,671	ExcessRevenueOverExpensesAmt
Other Increases	$2,983,070	OtherIncreasesAmt
Subtotal	$157,055,217	SubtotalAmt
Other Decreases	$7,207,957	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$149,847,260	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Field	Value	IRS element (for citing)
Property	MIDWEST INSTITUTIONAL TRUST CO	PropertyDesc
Gross Sales Price	$88,509,345	GrossSalesPriceAmt
Cost Or Other Basis	$73,564,775	CostOrOtherBasisAmt
Gain Or Loss	$14,944,570	GainOrLossAmt
Gains Minus Excess Or Losses	$14,944,570	GainsMinusExcessOrLossesAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	$14,944,570	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$223,376	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$223,376	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$223,376	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$60,000	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	$60,000	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Tax Due	$163,376	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.WESTLAKEHF.COM	WebsiteAddressTxt
Individual With Books	MJ VANDENBROUCKE INC	IndividualWithBooksNm
Phone	6306270577	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	1S280 SUMMIT AVE	AddressLine1Txt
City	OAKBROOK TERRACE	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60181	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	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	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 (10 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
FRED TOMERA MD
990 N LAKE SHORE DR 26E	CHICAGO	IL	60611	CHAIRMAN/CEO	40.00	$352,909	$0	$0
LUCILLE CIBELLI
7227 FLAGG CREEK DR	INDIAN HEAD PARK	IL	60525	TREASURER	2.00	$0	$0	$0
RICHARD MONTALBANO SR
206 WOOD GLEN LN	OAK BROOK	IL	60523	SECRETARY	2.00	$0	$0	$0
DAVID R HEY
9 SHORTRIDGE TRAIL	GALENA	IL	61036	DIRECTOR	2.00	$0	$0	$0
JOHN MADDEN
716 S ASHLAND AVE	LAGRANGE	IL	60525	DIRECTOR	2.00	$0	$0	$0
LEONARD MULLER
1715 DICKINSON DR	WHEATON	IL	60187	DIRECTOR	2.00	$0	$0	$0
JAMES OLES
306 S GARFIELD	HINSDALE	IL	60521	DIRECTOR	2.00	$0	$0	$0
SANDRA SPILOTRO
9006 QUARRY DR	NAPLES	FL	34120	DIRECTOR	2.00	$0	$0	$0
RAUL VILLASUSO MD
263 LORRAINE CIRCLE	BLOOMINGDALE	IL	60108	DIRECTOR	2.00	$0	$0	$0
CASEY CALVELLO
1609 DARIEN CLUB DR	DARIEN	IL	60521	DIRECTOR	2.00	$0	$0	$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp

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

US Address USAddress

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

Field	Value	IRS element (for citing)
Title	EXECUTIVE VICE-PRESI	TitleTxt
Average Hrs Per Wk Devoted To Pos	40.00	AverageHrsPerWkDevotedToPosRt
Compensation	$244,720	CompensationAmt
Employee Benefits	$0	EmployeeBenefitsAmt
Expense Account	$0	ExpenseAccountAmt

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

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Service TypeServiceTypeTxt	CompensationCompensationAmt
CAPTRUST
4208 SIX FORKS RD SUITE 1700	RALEIGH	NC	27609	INVESTMENT COUNSELING	$539,429
EAGLE CAPITAL MANAGEMENT
499 PARK AVE	NEW YORK	NY	10022	INVESTMENT COUNSELING	$172,130
BPRE OLC HOLDINGS LLP
300 PARK BLVD	ITASCA	IL	60143	RENT	$129,357
PINNACLE
PO BOX 27780	NEW YORK	NY	10087	INVESTMENT COUNSELING	$86,704

Field	Value	IRS element (for citing)
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$149,667,687	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$1,430,088	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$221,345	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$151,319,120	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$151,319,120	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$2,269,787	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$149,049,333	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$7,452,467	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$7,452,467	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$223,376	TaxBasedOnInvestmentIncomeAmt
Income Tax	$6,517	IncomeTaxAmt
Total Tax	$229,893	TotalTaxAmt
Distributable Before Adj	$7,222,574	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$2,983,070	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$10,205,644	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$10,205,644	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$7,907,162	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$7,907,162	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$10,205,644	DistributableAsAdjustedAmt
Undistributed Income PY	$5,859,313	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$7,907,162	QualifyingDistributionsAmt
Applied To Year1	$5,859,313	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$2,047,849	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$0	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$8,157,795	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$0	ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

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

Application Submission Info ApplicationSubmissionInfoGrp

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

Recipient US Address RecipientUSAddress

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

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (60 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
ACCESS COMMUNITY HEALTH NETWORK
600 W FULTON 2ND FLOOR	CHICAGO	IL	60661	NONE	PC	MELROSE PARK FAMIL HEALTH CENTER	$25,000
AGEOPTIONS
1048 LAKE ST STE 300	OAK PARK	IL	60301	NONE	PC	RESOURCES FOR OLDER ADUTLS	$25,000
AGING CARE OPTIONS
111 W HARRIS AVE	LAGRANGE	IL	60525	NONE	PC	CARING TOGETHER, LIVING BETTER PROGRAM	$25,000
ALZHEIMER'S ASSOCIATION
225 N MICHIGAN AVE FLOOR 17	CHICAGO	IL	60601	NONE	PC	GENERAL OPERATING SUPPORT	$100,000
AMERICAN CANCER SOCIETY
225 N MICHIGAN AVE SUITE 1200	CHICAGO	IL	60601	NONE	PC	IMPROVING BREAST CANCER SCREENING RATE THRU COMMUNITY HEALTH NAVIGATORS	$50,000
AMERICAN HEART ASSOICATION
300 S RIVERSIDE PLAZE SUITE 1200	CHICAGO	IL	60606	NONE	PC	INFANT NEXT GENERATION OF HEARTSAVERS	$50,000
ASPIRE OF ILLINOIS
1815 S WOLF RD	HILLSIDE	IL	60162	NONE	PC	2024 ORGANIZATIONAL PLAN	$350,000
BEDS PLUS INC
9601 OGDEN AVE	LAGRANGE	IL	60525	NONE	PC	BEDS PLUS STABILIZATION SERVICES	$200,000
BENEDICTINE UNIVERSITY
5700 COLLEGE RD	LISLE	IL	60532	NONE	PC	SUPPORT RESEARCH	$100,000
CANDOR HEALTH EDUCATION
15 SPINNING WHEEL RD	HINSDALE	IL	60521	NONE	PC	HEALTH EDUCATION FOR PROVISO TOWNSHIP	$45,000
CHICAGO METHODIST SENIOR SERVICES
1415 W FOREST AVE	CHICAGO	IL	60640	NONE	PC	SENIOR CENTER PROGRAM	$75,000
COALITION FOR SPIRITUAL AND PUBLIC LEADERSHIP
329 W 18TH ST STE 715	CHICAGO	IL	60616	NONE	PC	GENERAL OPERATING SUPPORT	$60,000
COMMUNITY SUPPORT SERVICES INC
9021 OGDEN AVE	BROOKFIELD	IL	60052	NONE	PC	RESPITE SERVICES PROGRAM	$80,000
CONCORDIA UNIVERSITY CHICAGO
7400 AUGUSTA ST	RIVER FOREST	IL	60305	NONE	PC	NURSING SCHOLARSHIP PROGRAM 1ST OF 5 ANNUAL PAYMENTS	$100,000
DOMINICAN LITERACY CENTER
1503 RICE ST	MELROSE PARK	IL	60160	NONE	PC	GENERAL OPERATING SUPPORT	$400,000
FENWICK HIGH SCHOOL
505 WASHINGTON BLVD	OAK PARK	IL	60302	NONE	PC	CENTENNIAL CAMPAIGN	$1,065,000
GIGI'S PLAYHOUSE
3948 NORTH LINCOLN AVE	CHICAGO	IL	60613	NONE	PC	GIGIFIT FITNESS PILOT TO DELAY ALZHEIMER'S DISEASE	$40,000
GIRL SCOUTS OF GREATER CHICAGO
20 S CLARK ST	CHICAGO	IL	60603	NONE	PC	GENERAL OPERATING SUPPORT	$50,000
HELPING HAND CENTER
9649 W 55TH ST	COUNTRYSIDE	IL	60525	NONE	PC	THERAPY ACCESS FOR DISADVANTAAGED CHILDREN	$130,000
HEPHZIBAH CHILDREN'S ASSOCIATION
1144 LAKE ST 5TH FLOOR	OAK PARK	IL	60301	NONE	PC	THERAPEUTIC SUPPORT & SERVICES FOR SEVERELY TRAUMATIZED CHILDREN	$75,000
HOME CENTERED CARE INSTITUTE
1900 E GOLF RD	SCHAUMBURG	IL	60173	NONE	PC	GENERAL OPERATING SUPPORT	$25,000
HOUSING FORWARD
1851 S 9TH AVE	MAYWOOD	IL	60153	NONE	PC	WRAPAROUND SERVICES PROGRAM	$30,000
ILLINOIS PARTNERS FOR HUMAN SERVICES
33 W GRAND AVE SUITE 300	CHICAGO	IL	60654	NONE	PC	GENERAL OPERATING SUPPORT	$25,000
IMERMAN ANGELS
205 W RANDOLPH ST 19TH FLOOR	CHICAGO	IL	60606	NONE	PC	GENERAL OPERATING SUPPORT	$7,500
ISKALI
1409 S 5TH AVE	MAYWOOD	IL	60153	NONE	PC	GENERAL OPERATING SUPPORT	$10,000
LEWIS UNIVERSITY
1 UNIVERSITY PKWY	ROMEOVILLE	IL	60446	NONE	PC	WESTLAKE NURSING SCHOLARS PROGRAM	$50,000
LOYOLA UNIVERSITY CHICAGO
1032 W SHERIDAN RD	CHICAGO	IL	60660	NONE	PC	GENERAL OPERATING SUPPORT	$117,432
MAYWOOD FINE ARTS ASSOCIATION
25 N FIFTH AVE	MAYWOOD	IL	60153	NONE	PC	FIT & FUN HEALTHY FAMILIES PROGRAM	$460,000
METROPOLITAN FAMILY SERVICES
101 N WACKER DR	CHICAGO	IL	60606	NONE	PC	BEHAVIORAL HEALTH PEER SUPPORT FPR RESIDENTS OF PROVISO TOWNSHIP	$5,000
NAMI METRO SUBURBAN
814 HARRISON ST	OAK PARK	IL	60304	NONE	PC	LIVING ROOMS & DROP IN CENTER	$225,000
NATIONAL KIDNEY FOUNDATION OF ILLINOIS
215 W ILLINOIS ST SUITE 1C	CHICAGO	IL	60654	NONE	PC	TAKE CHARGE, VIVIENDO & FAMILY PATIENT EDUCATION PROGRAMS	$20,000
NEW MOMS INC
5317 W CHICAGO AVE	CHICAGO	IL	60651	NONE	PC	FAMILY SUPPORT PROGRAM	$30,000
NORTHWESTERN MEDICINE MARIANJOY REHAB HOSP
26W171 ROOSEVELT RD	WHEATON	IL	60187	NONE	PC	GENERAL OPERATING SUPPORT	$80,000
OAK-LEYDEN DEVELOPMENT SERVICES INC
411 CHICAGO AVE	OAK PARK	IL	60302	NONE	PC	GENERAL OPERATING SUPPORT	$50,000
OPPORTUNITY KNOCKS
8020 MADISON ST	RIVER FOREST	IL	60305	NONE	PC	WARRIOR WELLNESS PROGRAM	$15,000
OUR LADY OF MT CARMEL PARISH
1101 N 23RD AVE	MELROSE PARK	IL	60160	NONE	PC	GENERAL OPERATING SUPPORT	$50,000
PARKS FOUNDATION OF OAK PARK
218 MADISON ST	OAK PARK	IL	60302	NONE	PC	CRC AFTER SCHOOL PROGRAM	$100,000
PCC COMMUNITY WELLNESS CENTER
14 LAKE ST	OAK PARK	IL	60301	NONE	PC	PCC MELROSE PARK CAPITAL PROJECT	$150,000
PILLARS COMMUNITY HEALTH
23 CALENDAR AVE	LAGRANGE	IL	60525	NONE	PC	SERVICES FOR LOW-INCOME COMMUNITY MEMBERS	$150,000
PRESENCE BEHAVIORAL HEALTH
1414 MAIN ST	MELROSE PARK	IL	60160	NONE	PC	LATINO MENTAL HEALTH CARE INITIATIVE	$525,000
PROVISO PUBLIC PARTNERSHIP
2619 CONGRESS ST	BELLWOOD	IL	60104	NONE	PC	BILINGUAL SERVICE COORDINATION PROGRAM	$15,000
QUINN CENTER OF SAINT EULALIA
1845 S FIFTH AVE	MAYWOOD	IL	60153	NONE	PC	GENERAL OPERATING SUPPORT	$40,000
RONALD MCDONALD HOUSE CHARITIES
110 N CARPENTER ST	CHICAGO	IL	60607	NONE	PC	GENERAL OPERATING SUPPORT	$50,000
RUSH OAK PARK HOSPITAL
520 S MAPLE AVE	OAK PARK	IL	60304	NONE	PC	2022 MAMMOGRAPHY PROGRAM	$3,114
SAINT ANN SCHOOL
2211 W 18TH PLACE	CHICAGO	IL	60608	NONE	PC	GENERAL OPERATING SUPPORT	$50,000
SALUTE INC
PO BOX 2663	PALATINE	IL	60078	NONE	PC	GENERAL OPERATING SUPPORT	$25,000
SARAH'S INN
309-311 HARRISON	OAK PARK	IL	60304	NONE	PC	TRAINING & EDUCATION PROGRAM / ADVOCACY & COUNSELING PROGRAM	$30,000
SEASONS HOSPICE FOUNDATION
6400 SHAFER CT SUITE 700	ROSEMONT	IL	60018	NONE	PC	GENERAL OPERATING SUPPORT	$60,000
SHERIDAN CARROLL CHARITABLE WORKS FUND
2015 N HARLEM AVE	CHICAGO	IL	60707	NONE	PC	GENERAL OPERATING SUPPORT	$40,000
SISTER HOUSE
25 WASHINGTON BLVD	OAK PARK	IL	60302	NONE	PC	RECOVERY IS POSSIBLE	$30,000
SUBURBAN PRIMARY HEALTH CARE COUNCIL
2225 ENTERPRISE DR	WESTCHESTER	IL	60154	NONE	PC	ACCESS TO CARE PROGRAM	$750,000
ILLINOIS CHILDREN'S HEALTHCARE FOUNDATION
1200 JORIE BLVD STE 301	OAK BROOK	IL	60523	NONE	PC	GENERAL OPERATING SUPPORT	$50,000
THE FIREHOUSE DREAM
511 ST CHARLES AVE	MAYWOOD	IL	60153	NONE	PC	CREATIVE HEALING PROGRAM IN PROVISO	$25,000
TRITON COLLEGE
2000 5TH AVE	RIVER GROVE	IL	60171	NONE	PC	GENERAL OPERATING SUPPORT	$147,324
UCP SEGUIN OF GREATER CHICAGO
3100 S CENTRAL AVE	CICERO	IL	60804	NONE	PC	BUILDING BRIDGES TO THE FUTURE TRANSITION PROGRAM	$200,000
WAY BACK INN INC
104 OAK ST	MAYWOOD	IL	60153	NONE	PC	GENERAL OPERATING SUPPORT	$100,500
WELLNESS HOUSE
131 N COUNTY LINE RD	HINSDALE	IL	60521	NONE	PC	WELLNESS HOUSE GENERAL OPERATIONS 2024	$75,000
WEST COOK COUNTY YOUTH CLUB
4000 SAINT PAUL AVE	BELLWOOD	IL	60104	NONE	PC	GENERAL OPERATING SUPPORT	$50,000
WEST COOK YMCA
255 S MARION ST	OAK PARK	IL	60302	NONE	PC	GENERAL OPERATING SUPPORT	$150,000
YMCA OF METRO CHICAGO
1030 W VAN BUREN ST	CHICAGO	IL	60607	NONE	PC	ELMHURST YMCA POWER UP! FAMILY HEALTH PROGRAM	$25,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$7,085,870	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	$2,011,140	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$14,944,570	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$16,955,710	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$16,955,710	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING	CategoryTxt
Amt	$35,390	Amt
Net Investment Income	$28,312	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$7,078	DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Field	Value	IRS element (for citing)
Bond	CORPORATE BONDS	BondNm
EOY Book Value	$20,852,594	EOYBookValueAmt
EOYFMV	$20,852,594	EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	CORPORATE STOCK	StockNm
EOY Book Value	$66,498,701	EOYBookValueAmt
EOYFMV	$66,498,701	EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (6 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
MONEY MARKET FUNDS	FMV	$3,639,273	$3,639,273
PRIVATE EQUITY	FMV	$22,476,675	$22,476,675
REAL ESTATE	FMV	$24,531,542	$24,531,542
VENTURE CAPITAL	FMV	$9,377,693	$9,377,693
GLOBAL EQUITY	FMV	$3,881,057	$3,881,057
ACCRUED INCOME	FMV	$30,720	$30,720

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL FEES	CategoryTxt
Legal Fees	$31,058	LegalFeesAmt
Net Investment Income	$3,106	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$27,952	DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (3 entries)

DescDesc	BOY Book ValueBOYBookValueAmt	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
FEDERAL EXCISE TAX REFUND	$27,613
OPERATING LEASE RIGHT-OF-USE ASSET	$173,879	$95,902	$95,902
ART COLLECTION	$17,875	$17,875	$17,875

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	CHANGE IN UNREALIZED GAINS & LOSSES	Desc
Amt	$7,207,957	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE	$3,545	$355	$3,190
OFFICE EXPENSE	$31,573	$3,159	$28,414
BOARD EXPENSE	$20,130	$2,013	$18,117
HONORARIUM	$15,600	$0	$15,600

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	RECOVERED GRANT FUNDS	Desc
Amt	$2,983,070	Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDesc	BOY Book ValueBOYBookValueAmt	EOY Book ValueEOYBookValueAmt
OPERATING LEASE LIABILITY	$179,283	$100,309
DEFERRED EXCISE TAX PAYABLE	$583,081	$468,030

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PROFESSIONAL FEES	$2,951	$295	$2,656
INVESTMENT MANAGEMENT FEES	$768,446	$768,446	$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PAYROLL TAXES	$29,572	$2,957	$26,615
FEDERAL EXCISE TAX	$103,983	$0	$0
STATE AND FOREIGN TAX	$52,172	$0	$0