GRANT HOSPITAL OF CHICAGO: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- GRANT HOSPITAL OF CHICAGO (EIN 36-2167090)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-09-13
- IRS object ID
- 202112569349100906
- Schema version
- 2020v4.1
- 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
- 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 Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-09-13T14:40:24-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 NORTH WESTERN AVENUE NO 204 | 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 | 2021-09-13 | 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 |
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 | 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 | $16,915,233 | 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 | $16,123 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $420,466 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $420,466 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $294,715 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,231,156 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $294,715 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $112 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $112 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $731,416 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $715,293 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $155,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $38,750 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $116,250 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,850 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,850 | 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 | $23,953 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $15,864 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $8,089 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $341 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $45,300 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,530 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $40,770 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $250,294 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $80,994 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $168,959 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $752,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $752,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,002,294 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $80,994 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $920,959 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$270,878 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $634,299 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $35,221 | CashBOYAmt |
| Cash EOY | $89,470 | CashEOYAmt |
| Cash EOYFMV | $89,470 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $19,429 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $15,573 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $15,573 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $15,685,524 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $16,385,999 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $16,385,999 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $9,715 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,936 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,251 | LandBOYAmt |
| Land EOY | $779 | LandEOYAmt |
| Land EOYFMV | $779 | LandEOYFMVAmt |
| Other Assets BOY | $377,112 | OtherAssetsBOYAmt |
| Other Assets EOY | $423,412 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $423,412 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $16,118,537 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,915,233 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,915,233 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $15,729,721 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $16,491,821 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $388,816 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $423,412 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,118,537 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,915,233 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,118,537 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,915,233 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,118,537 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$270,878 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,067,574 | OtherIncreasesAmt |
| Subtotal | $16,915,233 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,915,233 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - TD AMERITRADE | $1,196,246 | $936,441 | $259,805 | $259,805 | |
| CAPITAL GAINS DIVIDENDS | $34,910 | $34,910 | $34,910 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $294,715 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,817 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,817 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,817 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,320 | 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 | $10,320 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,503 | OverpaymentAmt |
| Applied To ES Tax | $1,503 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 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 204 | 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 (6 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 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| GEORGE M COVINGTON | ||||||||
| 500 NORTH WESTERN AVENUE | LAKE FOREST | IL | 60045 | SECRETARY/TREASURER | 1.00 | $0 | $0 | $0 |
| ROBERT L FRIEDLANDER | ||||||||
| 500 NORTH WESTERN AVENUE | LAKE FOREST | IL | 60045 | CHAIRMAN | 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 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KATE GRUBBS O'CONNOR | ||||||||
| 500 NORTH WESTERN AVENUE | LAKE FOREST | IL | 60045 | EXECUTIVE DIRECTOR | 40.00 | $155,000 | $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 | $16,035,762 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $79,846 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $400,262 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,515,870 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,515,870 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $247,738 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,268,132 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $813,407 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $813,407 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,817 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,817 | TotalTaxAmt |
| Distributable Before Adj | $804,590 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $804,590 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $804,590 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $920,959 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $920,959 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $920,959 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $804,590 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $555,593 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $210,995 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $186,891 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $184,224 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $174,990 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,312,693 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $920,959 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $804,590 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $116,369 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,429,062 | 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 | $555,593 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $873,469 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $210,995 | ExcessFromYear4Amt |
| Excess From Year3 | $186,891 | ExcessFromYear3Amt |
| Excess From Year2 | $184,224 | ExcessFromYear2Amt |
| Excess From Year1 | $174,990 | ExcessFromYear1Amt |
| Excess From Current Year | $116,369 | 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 204 | 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 (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALLIANCE CHICAGO -JUNO4ME | |||||||
| 215 W OHIO ST | CHICAGO | IL | 60654 | NONE | PC | BUILDING CONTRACEPTIVE CARE QUALITY HUBS | $25,000 |
| ANN & ROBERT H LURIE HOSPITAL | |||||||
| 225 E CHICAGO AVE | CHICAGO | IL | 60611 | NONE | PC | CENTER FOR CHILDREN RESILIENCE | $35,000 |
| ARTHRITUS FOUNDATION | |||||||
| P O BOX 96280 | WASHINGTON | DC | 20077 | NONE | PC | GENERAL OPERATING SUPPORT - CHICAGO CHAPTER | $12,000 |
| BREAKTHROUGH URBAN MINISTRIES | |||||||
| 402 N ST LOUIS AVE | CHICAGO | IL | 60624 | NONE | PC | BREAKTHROUGH BEHAVIORAL HEALTH PROGRAM | $15,000 |
| CHICAGO CHILDREN'S ADVOCACY CENTER | |||||||
| 1240 S DAMEN AVE | CHICAGO | IL | 60608 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 |
| CHILDREN'S RESEARCH TRIANGLE | |||||||
| 70 E LAKE ST SUITE 1300 | CHICAGO | IL | 60601 | NONE | PC | TRAUMA TREATMENT CENTER | $20,000 |
| COMMUNITY COUNSELING CENTERS OF CHICAGO (C4) | |||||||
| 4740 N CLARK ST | CHICAGO | IL | 60640 | NONE | PC | THE BEHAVIORAL HEALTH PRIMARY CARE LEARNING COLLABORATIVE | $30,000 |
| COMMUNITY HEALTH | |||||||
| 2611 W CHICAGO AVE | CHICAGO | IL | 60622 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 |
| ERIE FAMILY HEALTH CENTER | |||||||
| 1701 W SUPERIOR ST | CHICAGO | IL | 60622 | NONE | PC | THE ERIE TEEN CENTER | $20,000 |
| ESPERANZA HEALTH CENTERS | |||||||
| 2001 S CALIFORNIA AVE STE 100 | CHICAGO | IL | 60608 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 |
| GADS HILL CENTER | |||||||
| 1919 W CULLERTON | CHICAGO | IL | 60608 | NONE | PC | HEALTHY MINDS, HEALTHY SCHOOLS | $20,000 |
| HEARTLAND ALLIANCE HEALTH | |||||||
| 208 S LASALLE ST | CHICAGO | IL | 60604 | NONE | PC | IMPROVING ACCESS TO HEALTHCARE ON CHICAGO'S SOUTH SIDE | $20,000 |
| HOWARD AREA COMMUNITY CENTER | |||||||
| 7648 N PAULINA ST | CHICAGO | IL | 60626 | NONE | PC | ELEANOR WESTER DENTAL CLINIC | $10,000 |
| HOWARD BROWN HEALTH CENTER | |||||||
| 4025 N SHERIDAN RD | CHICAGO | IL | 60613 | NONE | PC | GENERAL OPERATING SUPPORT FOR THE 63RD STREET CLINIC | $20,000 |
| HUMAN RESOURCES DEVELOPMENT INSTITUTE INC | |||||||
| 222 S JEFFERSON ST | CHICAGO | IL | 60661 | NONE | PC | HRDI INTEGRATED HEALTHCARE | $45,000 |
| INNER CITY MUSLIM ACTION NETWORK | |||||||
| 2744 W 63RD ST | CHICAGO | IL | 60629 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 |
| LINCOLN PARK ZOOLOGICAL SOCIETY | |||||||
| 2001 N CLARK ST | CHICAGO | IL | 60614 | NONE | PC | RESEARCH PROGRAM: TICK-BORNE PATHOGEN RISK IN CHICAGO RECREATIONAL GREEN SPACES | $45,000 |
| LUSTER LEARNING INSTITUTE | |||||||
| 1126 HILLCREST | HIGHLAND PARK | IL | 60035 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 |
| MIDWEST ACCESS COALITION | |||||||
| P O BOX 408363 | CHICAGO | IL | 60640 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 |
| MIDWEST ACCESS PROJECT | |||||||
| PO BOX 13173 | CHICAGO | IL | 60613 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 |
| NEW MOMS INC | |||||||
| 5317 W CHICAGO AVE | CHICAGO | IL | 60651 | NONE | PC | THE FAMILY SUPPORT PROGRAM | $20,000 |
| OLD IRVING PARK COMMUNITY CENTER | |||||||
| 5425 W ADDISON ST | CHICAGO | IL | 60641 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 |
| PCC COMMUNITY WELLNESS CENTER | |||||||
| 14 LAKE ST | OAK PARK | IL | 60302 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 |
| PEER HEALTH EXCHANGE | |||||||
| 233 W JACKSON BLVD STE 630 | CHICAGO | IL | 60606 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 |
| PLANNED PARENTHOOD OF ILLINOIS | |||||||
| 18 S MICHIGAN AVE | CHICAGO | IL | 60603 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 |
| PUBLIC HEALTH INSTITUTE OF METROPOLITAN CHICAGO | |||||||
| 180 N MICHIGAN AVE SUITE 1200 | CHICAGO | IL | 60601 | NONE | PC | SCHOOL HEALTH ACCESS COLLABORATIVE | $25,000 |
| RUSH UNIVERSITY MEDICAL CENTER | |||||||
| 1201 W HARRISON ST | CHICAGO | IL | 60607 | NONE | PC | REPRODUCTIVE SERVICES ACROSS AFC/SBHC PROGRAM | $20,000 |
| ST BERNARD HOSPITAL | |||||||
| 326 W 64TH ST | CHICAGO | IL | 60621 | NONE | PC | DENTAL CENTER | $20,000 |
| THE BOULEVARD OF CHICAGO | |||||||
| 3456 W FRANKLIN BLVD | CHICAGO | IL | 60624 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| THE NIGHT MINISTRY | |||||||
| 4711 N RAVENSWOOD AVE | CHICAGO | IL | 60640 | NONE | PC | THE OUTREACH AND HEALTH MINISTRY PROGRAM | $15,000 |
| THE UNIVERSITY OF CHICAGO | |||||||
| 5801 S ELLIS AVE | CHICAGO | IL | 60637 | NONE | PC | ECHO-CHICAGO: EXPANDING PRIMARY CARE CAPACITY TO SUPPORT CARE FOR SERIOUS MENTAL ILLNESS IN VULNERABLE COMMUNITIES | $20,000 |
| THRESHOLDS | |||||||
| 4101 N RAVENSWOOD AVE | CHICAGO | IL | 60613 | NONE | PC | SUBSTANCE USE TREATMENT PROGRAM | $25,000 |
| UCAN (UHLICH CHILDREN'S ADVANTAGE NETWORK) | |||||||
| 3605 W FILMORE ST | CHICAGO | IL | 60624 | NONE | PC | GENERAL OPERATING SUPPORT | $30,000 |
| WOMEN'S REPRODUCTIVE RIGHTS ASSISTANCE PROJECT | |||||||
| 2934 1/2 BEVERLY GLEN CIRCLE 169 | LOS ANGELES | CA | 90077 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $752,000 | 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 | $420,466 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $112 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $294,715 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $715,293 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $715,293 | 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 | $16,123 | 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 | $7,700 | Amt |
| Net Investment Income | $3,850 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,850 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (4 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 |
| LAP TOP COMPUTER | 2012-05-16 | $653 | $488 | SL | 10.000000000000 | $33 | $0 |
| LENOVO IDEACENTER COMPUTER | 2016-04-11 | $917 | $641 | SL | 5.000000000000 | $183 | $0 |
| DESK AND CONFERENCE TABLE | 2016-06-14 | $1,250 | $438 | 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 | $16,385,999 | BookValueAmt |
| EOYFMV | $16,385,999 | 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 | $824 | $93 |
| DESK AND CONFERENCE TABLE | $1,250 | $563 | $687 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BENEFICAL INTEREST IN A PERPETUAL TRUST | Desc |
| BOY Book Value | $377,112 | BOYBookValueAmt |
| EOY Book Value | $423,412 | EOYBookValueAmt |
| EOYFMV | $423,412 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE EXPENSE | Desc |
| Revenue And Expenses Per Books | $45,300 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4,530 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $40,770 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $112 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $112 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $112 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN(LOSS) ON INVESTMENTS | $1,021,274 |
| UNREALIZED GAIN(LOSS) ON INVESTMENTS | $46,300 |
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 | $10,785 | $2,696 | $8,089 |
| FEDERAL EXCISE TAX | $3,331 | $3,331 | $0 |
| FOREIGN TAXES | $9,837 | $9,837 | $0 |