ALPHAWOOD FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ALPHAWOOD FOUNDATION (EIN 36-3805338)
- Tax period
- 2020-03-01 to 2021-02-28
- Filed
- 2021-09-30
- IRS object ID
- 202132739349100008
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-09-30T09:19:45-05:00 | ReturnTs |
| Tax Period End | 2021-02-28 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1861 INTERNATIONAL DRIVE SUITE 400 | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-03-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363805338 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALPHAWOOD FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALPH | BusinessNameControlTxt |
| Phone | 7734778984 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2401 N HALSTED ST STE 210 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60614 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOAN BARRY | PersonNm |
| Person Title | ASSTNT TREASURER | PersonTitleTxt |
| Phone | 7739755722 | PhoneNum |
| Signature | 2021-09-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOAN | PersonFirstNm |
| Person Last | BARRY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | YONG ZHANG CPA | PreparerPersonNm |
| PTIN | P01249785 | PTIN |
| Phone | 7033366400 | PhoneNum |
| Preparation | 2021-09-23 | PreparationDt |
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 | $106,041,113 | 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 | $2,326,868 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,415,783 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,921,683 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,523,073 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,248,551 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,938,856 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $258,582 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $258,582 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $369,238 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $303,443 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $46,843 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $46,843 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $11,617 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $13,732 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $70,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $60,000 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $344,578 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9,956 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $55,694 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $16,425 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $622 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,122 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,391,324 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $115,747 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,630,747 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,509,729 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $125,703 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,370,163 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,112,851 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,610,551 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,622,580 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $125,703 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,980,714 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,374,029 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,813,153 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $9,856,466 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,646,720 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,646,720 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $170 | AcctRcvblAmt |
| Acct Rcvbl BOY | $16,122 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $170 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $170 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $29,183 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $24,778 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $24,778 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $10,177,293 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $8,157,377 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $8,157,377 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $54,994,851 | CorporateStockBOYAmt |
| Corporate Stock EOY | $70,558,155 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $70,558,155 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $12,360,655 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,854,945 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,854,945 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $53,151 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $51,782 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $17,794 | LandBOYAmt |
| Land EOY | $1,369 | LandEOYAmt |
| Land EOYFMV | $1,369 | LandEOYFMVAmt |
| Other Assets BOY | $11,499,724 | OtherAssetsBOYAmt |
| Other Assets EOY | $10,797,599 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $10,797,599 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $98,952,088 | TotalAssetsBOYAmt |
| Total Assets EOY | $106,041,113 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $106,041,113 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $258,506 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $81,666 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,927,700 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,030,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $295,977 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $524,805 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,482,183 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,636,471 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $96,469,905 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $104,404,642 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $96,469,905 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $104,404,642 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $98,952,088 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $106,041,113 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $96,469,905 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,374,029 | ExcessRevenueOverExpensesAmt |
| Other Increases | $12,308,766 | OtherIncreasesAmt |
| Subtotal | $104,404,642 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $104,404,642 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $66,903 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $66,903 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $66,903 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $70,195 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $15,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $85,195 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $18,292 | OverpaymentAmt |
| Applied To ES Tax | $18,292 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | ALPHAWOODFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOAN BARRY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7739755722 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2401 N HALSTED ST STE 210 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60614 | 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 |
|---|---|---|---|---|---|---|---|---|
| FRED EYCHANER | ||||||||
| 2401 N HALSTED ST STE 210 | CHICAGO | IL | 60614 | PRESIDENT/TREASURER/DIRECTOR | 1.00 | $0 | $0 | $0 |
| BARBARA RICHARDSON | ||||||||
| 2401 N HALSTED ST STE 210 | CHICAGO | IL | 60614 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| TOM YODER | ||||||||
| 2401 N HALSTED ST STE 210 | CHICAGO | IL | 60614 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOAN BARRY | ||||||||
| 2401 N HALSTED ST STE 210 | CHICAGO | IL | 60614 | ASSISTANT TREASURER | 1.00 | $0 | $0 | $0 |
| JAMES MCDONOUGH | ||||||||
| 2401 N HALSTED ST STE 210 | CHICAGO | IL | 60614 | EXECUTIVE DIRECTOR | 40.00 | $258,582 | $10,708 | $8,236 |
| DON HILLIKER | ||||||||
| 2401 N HALSTED ST STE 210 | CHICAGO | IL | 60614 | SECRETARY / DIRECTOR | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| BRAD WHITE | ||||||||
| 2401 N HALSTED ST STE 210 | CHICAGO | IL | 60614 | ASSOCIATE DIRECTOR | 40.00 | $166,198 | $6,360 | $14,171 |
| KRISTIN HETTICH | ||||||||
| 2401 N HALSTED ST STE 210 | CHICAGO | IL | 60614 | PROGRAM OFFICER | 40.00 | $87,083 | $2,390 | $8,147 |
| CHRISTOPHER AUDAIN | ||||||||
| 2401 N HALSTED ST STE 210 | CHICAGO | IL | 60614 | PROGRAM OFFICER | 40.00 | $78,857 | $2,975 | $8,186 |
| MELISSA TERRELL | ||||||||
| 2401 N HALSTED ST STE 210 | CHICAGO | IL | 60614 | OFFICE MANAGER | 40.00 | $68,822 | $2,606 | $8,103 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ADMIRAL SERCURITY | |||||
| 550 W TOUHY AVE STE 101 | SKOKIE | IL | 60077 | SERCURITY | $229,980 |
| JWSC LLC | |||||
| 212 S MARION ST STE 10 | OAK PARK | IL | 60302 | CONSULTING | $153,314 |
| ENNIS O'BRIEN LLC | |||||
| 141 WOOSTER STREET - 8A | NEW YORK | NY | 10012 | CONSULTING | $104,000 |
| MICHAEL GARZEL | |||||
| 340 W DIVERSEY PKWY 1715 | CHICAGO | IL | 60657 | MARKETING | $77,966 |
| RSM US LLP | |||||
| 331W 3RD STREET SUITE 200 | DAVENPORT | IA | 52801 | AUDIT/TAX | $70,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 6 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | ALPHAWOOD EXHIBITIONS LLC: THE FOUNDATION FORMED A LIMITED LIABILITY COMPANY NAMED ALPHAWOOD EXHIBITIONS LLC ON MARCH 22, 2016. ALPHAWOOD EXHIBITIONS LLC WAS FORMED TO ORGANIZE AND PRESENT CULTURAL AND ART EXHIBITIONS AND TO ENGAGE IN ANY OTHER LAWFUL BUSINESS OR ACTIVITY THAT ISNECESSARY OR CONVENIENT TO THE BUSINESS AND PURPOSE OF THE FOUNDATION. ALPHAWOOD EXHIBITIONS LLC IS CONSIDERED A DISREGARDED ENTITY. | Description1Txt |
| Expenses1 | $2,302,213 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION HAS AGREED TO MAKE A SERIES OF LOW-INTEREST LOANS TO UTP, LLC. THESE LOANS ARE MADE TO FUND UTP, LLC'S CONSTRUCTION COSTS THAT EXCEED THE THEN-CURRENT FUNDRAISING FOR THE RESTORATION AND PRESERVATION OF THE UNITY TEMPLE AND UNITY HOUSE LOCATED IN OAK PARK, ILLINOIS. THE MATURITY DATE OF THE LOAN IS DECEMBER 31ST, 2021. | Description1Txt |
| Expenses1 | $99,420 | Expenses1Amt |
| Total | $99,420 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $71,899 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,378,262 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $7,770,645 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,220,806 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $19,220,806 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $288,312 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,932,494 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $946,625 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $946,625 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $66,903 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $66,903 | TotalTaxAmt |
| Distributable Before Adj | $879,722 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $879,722 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $879,722 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,980,714 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $99,420 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $10,080,134 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $10,080,134 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $879,722 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $19,287,132 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $18,120,275 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $15,812,901 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $13,768,184 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,756,182 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $72,744,674 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,080,134 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $879,722 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,200,412 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $81,945,086 | 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 | $19,287,132 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $62,657,954 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $18,120,275 | ExcessFromYear4Amt |
| Excess From Year3 | $15,812,901 | ExcessFromYear3Amt |
| Excess From Year2 | $13,768,184 | ExcessFromYear2Amt |
| Excess From Year1 | $5,756,182 | ExcessFromYear1Amt |
| Excess From Current Year | $9,200,412 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | FRED EYCHANER | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ALPHAWOOD FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2401 N HALSTED ST STE 210 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60614 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7734778984 | RecipientPhoneNum |
| Form And Info And Materials | SEE STATEMENT 18 | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE STATEMENT 18 | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE STATEMENT 18 | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (143 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| A RED ORCHID THEATRE | ||||||
| 1531 N WELLS ST | CHICAGO | IL | 60610 | PC | GENERAL OPERATIONS | $25,000 |
| ABOUT FACE THEATRE | ||||||
| 5252 N BROADWAY ST | CHICAGO | IL | 60640 | PC | GENERAL OPERATIONS | $35,000 |
| AFFINITY COMMUNITY SERVICES | ||||||
| 2850 S WABASH AVE | CHICAGO | IL | 60616 | PC | GENERAL OPERATIONS | $30,000 |
| ALBANY PARK THEATER PROJECT | ||||||
| PO BOX 25072 | CHICAGO | IL | 60625 | PC | GENERAL OPERATIONS | $25,000 |
| ARTS & BUSINESS COUNCIL OF CHICAGO | ||||||
| 4725 N ROCKWELL | CHICAGO | IL | 60625 | PC | GENERAL OPERATIONS | $35,000 |
| ASIAN AMERICANS ADVANCING JUSTICE | ||||||
| 4718 N BROADWAY AVE | CHICAGO | IL | 60640 | PC | GENERAL OPERATIONS FOR ADVOCACY ACTIVITIES | $30,000 |
| ASIAN IMPROV ARTS MIDWEST | ||||||
| 4427 N CLARK ST | CHICAGO | IL | 60640 | PC | GENERAL OPERATIONS | $25,000 |
| AUDITORIUM THEATRE OF ROOSEVELT UNIVERSITY INC | ||||||
| 50 E IDA B WELLS DR | CHICAGO | IL | 60605 | PC | SUPPORT FOR CLOUD GATE DANCE THEATRE OF TAIWAN ENGAGEMENT | $5,000 |
| BACK ON MY FEET - CHICAGO | ||||||
| 1467 N ELSTON AVE | CHICAGO | IL | 60642 | PC | GENERAL OPERATIONS | $20,000 |
| BEYOND LEGAL AID | ||||||
| 17 N STATE ST | CHICAGO | IL | 60602 | PC | GENERAL OPERATIONS | $70,000 |
| BLAIR THOMAS & COMPANY | ||||||
| 410 S MICHIGAN AVE | CHICAGO | IL | 60605 | PC | GENERAL OPERATIONS | $25,000 |
| CABRINI GREEN LEGAL AID | ||||||
| 6 S CLARK ST | CHICAGO | IL | 60603 | PC | CLAIM PROGRAM SUPPORT | $30,000 |
| CENTER FOR TAX AND BUDGET ACCOUNTABILITY | ||||||
| 70 E LAKE ST | CHICAGO | IL | 60601 | PC | GENERAL OPERATIONS | $60,000 |
| CENTER ON HALSTED | ||||||
| 3656 N HALSTED ST | CHICAGO | IL | 60613 | PC | GENERAL OPERATIONS | $140,000 |
| CHICAGO ALLIANCE AGAINST SEXUAL EXPLOITATION | ||||||
| 307 N MICHIGAN AVE | CHICAGO | IL | 60601 | PC | GENERAL OPERATIONS | $30,000 |
| CHICAGO BLACK GAY MEN'S CAUCUS | ||||||
| 180 N MICHIGAN AVE | CHICAGO | IL | 60601 | PC | GENERAL OPERATIONS | $15,000 |
| CHICAGO DANCE CRASH | ||||||
| 2530 W ARGYLE ST | CHICAGO | IL | 60625 | PC | GENERAL OPERATIONS | $25,000 |
| CHICAGO LAWYERS' COMMITTEE FOR CIVIL RIGHTS | ||||||
| 100 N LASALLE ST | CHICAGO | IL | 60602 | PC | GENERAL OPERATIONS | $75,000 |
| CHICAGO NEIGHBORHOOD INITIATIVES MICRO FINANCE GROUP INC | ||||||
| 1000 EAST 111TH ST | CHICAGO | IL | 60628 | PC | CITY OF CHICAGO MICROBUSINESS RECOVERY GRANT PROGRAM | $100,000 |
| CHICAGO PARKS FOUNDATION | ||||||
| 541 N FAIRBANKS CT | CHICAGO | IL | 60611 | PC | AIDS GARDEN CHICAGO | $125,000 |
| CHICAGO PUBLIC ART GROUP | ||||||
| 3314 S MORGAN ST | CHICAGO | IL | 60608 | PC | GENERAL OPERATIONS | $25,000 |
| CHICAGO SINFONIETTA | ||||||
| 70 E LAKE ST | CHICAGO | IL | 60601 | PC | GENERAL OPERATIONS | $40,000 |
| CHICAGO WEST COMMUNITY MUSIC CENTER | ||||||
| 100 N CENTRAL PARK AVE | CHICAGO | IL | 60624 | PC | GENERAL OPERATIONS | $15,000 |
| CHICAGO WOMEN IN TRADES | ||||||
| 2444 W 16TH ST | CHICAGO | IL | 60608 | PC | GENERAL OPERATIONS | $40,000 |
| CONGO SQUARE THEATRE COMPANY | ||||||
| 1016 N DEARBORN | CHICAGO | IL | 60610 | PC | GENERAL OPERATIONS | $20,000 |
| CROSSROADS FUND | ||||||
| 3411 W DIVERSEY AVE | CHICAGO | IL | 60647 | PC | GENERAL OPERATIONS | $20,000 |
| DANCE CENTER OF COLUMBIA COLLEGE | ||||||
| 1306 S MICHIGAN AVE | CHICAGO | IL | 60605 | PC | GENERAL OPERATIONS | $30,000 |
| DANCEUSA | ||||||
| 1029 VERMONT AVENUE NW | WASHINGTON | DC | 20005 | PC | GENERAL OPERATIONS | $5,000 |
| DEEPLY ROOTED DANCE THEATER | ||||||
| 17 N STATE STREET | CHICAGO | IL | 60602 | PC | GENERAL OPERATIONS | $20,000 |
| DOCOMOMO US | ||||||
| PO BOX 230977 | NEW YORK | NY | 10023 | PC | GENERAL OPERATIONS | $20,000 |
| EQUALITY ILLINOIS | ||||||
| 73 W MONROE ST | CHICAGO | IL | 60603 | PC | GENERAL OPERATING FOR ADVOCACY | $30,000 |
| ETA CREATIVE ARTS FOUNDATION | ||||||
| 7558 S SOUTH CHICAGO AVENUE | CHICAGO | IL | 60619 | PC | GENERAL OPERATIONS | $20,000 |
| FACETS MULTI-MEDIA INC | ||||||
| 1517 W FULLERTON AVE | CHICAGO | IL | 60614 | PC | FOR ARTS EDUCATION PROGRAMMING | $20,000 |
| FIFTH HOUSE ENSEMBLE | ||||||
| 332 S MICHIGAN AVE | CHICAGO | IL | 60604 | PC | GENERAL OPERATIONS | $20,000 |
| FIRST DEFENSE LEGAL AID | ||||||
| 601 S CALIFORNIA AVE | CHICAGO | IL | 60612 | PC | GENERAL OPERATIONS | $25,000 |
| FLOATING MUSEUM NFP | ||||||
| 7208 S MERRILL AVE | CHICAGO | IL | 60649 | PC | GENERAL OPERATIONS | $5,000 |
| FORWARD MOMENTUM CHICAGO | ||||||
| 1530 SOUTH STATE STREET | CHICAGO | IL | 60605 | PC | GENERAL OPERATIONS | $18,500 |
| FRIENDS OF THE PARKS | ||||||
| 17 N STATE STREET | CHICAGO | IL | 60602 | PC | GENERAL OPERATIONS FOR ADVOCACY | $35,000 |
| GARDENEERS | ||||||
| 3414 W ROOSEVELT RD | CHICAGO | IL | 60624 | PC | GENERAL OPERATIONS | $15,000 |
| GARFIELD PARK CONSERVATORY ALLIANCE | ||||||
| 300 N CENTRAL PARK AVENUE | CHICAGO | IL | 60624 | PC | GENERAL OPERATIONS | $30,000 |
| GERBER HART LIBRARY AND ARCHIVES | ||||||
| 6500 N CLARK ST | CHICAGO | IL | 60626 | PC | GENERAL OPERATIONS | $35,000 |
| GIFT THEATRE | ||||||
| 4802 N MILWAUKEE AVENUE | CHICAGO | IL | 60630 | PC | GENERAL OPERATIONS | $15,000 |
| GILLOURY INSTITUTE DBA SILK ROAD RISING | ||||||
| 150 N MICHIGAN AVE | CHICAGO | IL | 60601 | PC | GENERAL OPERATIONS | $40,000 |
| GLESSNER HOUSE MUSEUM | ||||||
| 1800 S PRAIRIE AVENUE | CHICAGO | IL | 60616 | PC | GENERAL OPERATIONS | $50,000 |
| GROWING HOME INC | ||||||
| 825 W 69TH ST | CHICAGO | IL | 60621 | PC | GENERAL OPERATIONS | $30,000 |
| GUN VIOLENCE PREVENTION EDUCATION CENTERILLINOIS COUNCIL AGAINST HANDGUN VI | ||||||
| 180 NORTH LASALLE STREET | CHICAGO | IL | 60601 | PC | GENERAL OPERATIONS | $20,000 |
| GUS GIORDANO'S JAZZ DANCE CHICAGO | ||||||
| 1754 N CLARK ST | CHICAGO | IL | 60614 | PC | GENERAL OPERATIONS | $25,000 |
| HOWARD BROWN HEALTH CENTER | ||||||
| 4025 N SHERIDAN ROAD | CHICAGO | IL | 60613 | PC | GENERAL OPERATIONS | $75,000 |
| ILLINOIS COALITION FOR IMMIGRANT AND REFUGEE RIGHTS | ||||||
| 228 S WABASH AVE | CHICAGO | IL | 60604 | PC | GENERAL OPERATIONS FOR ADVOCACY ACTIVITIES | $45,000 |
| IMMIGRATION EQUALITY | ||||||
| 594 DEAN STREET | BROOKLYN | NY | 11238 | PC | GENERAL OPERATING FOR ADVOCACY ACTIVITIES | $50,000 |
| INDIANA DUNES ENVIRONMENTAL LEARNING CENTER | ||||||
| 700 HOWE ROAD | CHESTERTON | IN | 46304 | PC | GENERAL OPERATIONS | $40,000 |
| INNER-CITY MUSLIM ACTION NETWORK | ||||||
| 2744 W 63RD STREET | CHICAGO | IL | 60629 | PC | GENERAL OPERATIONS | $30,000 |
| INTUIT THE CENTER FOR INTUITIVE AND OUTSIDER ART | ||||||
| 756 N MILWAUKEE AVENUE | CHICAGO | IL | 60642 | PC | GENERAL OPERATIONS | $25,000 |
| INVISIBLE INSTITUTE | ||||||
| 6100 S BLACKSTONE AVE | CHICAGO | IL | 60637 | PC | GENERAL OPERATIONS FOR ADVOCACY | $125,000 |
| JAPANESE AMERICAN SERVICE COMMITTEE | ||||||
| 4427 N CLARK ST | CHICAGO | IL | 60640 | PC | GENERAL OPERATIONS | $50,000 |
| JAZZ INSTITUTE OF CHICAGO | ||||||
| 410 S MICHIGAN AVENUE | CHICAGO | IL | 60605 | PC | GENERAL OPERATIONS | $25,000 |
| KENWOOD-OAKLAND COMMUNITY ORGANIZATION (KOCO) | ||||||
| 4242 S COTTAGE GROVE AVE | CHICAGO | IL | 60653 | PC | GENERAL OPERATIONS | $30,000 |
| LAKE AREA UNITED WAY | ||||||
| 221 WEST RIDGE ROAD | GRIFFITH | IN | 46319 | PC | GENERAL OPERATIONS | $50,000 |
| LAKESIDE PRIDE MUSIC ENSEMBLES | ||||||
| 3656 N HALSTED STREET | CHICAGO | IL | 60613 | PC | GENERAL OPERATIONS | $7,500 |
| LAMBDA LEGAL DEFENSE AND EDUCATION FUND - MIDWEST REGION | ||||||
| 65 E WACKER PLACE | CHICAGO | IL | 60601 | PC | LAMBDA LEGAL MIDWEST REGION OFFICE | $75,000 |
| LANDMARKS ILLINOIS | ||||||
| 30 N MICHIGAN AVENUE | CHICAGO | IL | 60602 | PC | GENERAL OPERATIONS | $70,000 |
| LATIN UNITED COMMUNITY HOUSING ASSOCIATION | ||||||
| 3541 W NORTH AVE | CHICAGO | IL | 60647 | PC | GENERAL OPERATIONS | $20,000 |
| LATINOS PROGRESANDO | ||||||
| 3047 W CERMAK | CHICAGO | IL | 60623 | PC | GENERAL OPERATIONS FOR ADVOCACY ACTIVITIES | $25,000 |
| LAWYERS FOR THE CREATIVE ARTS | ||||||
| 161 N CLARK ST | CHICAGO | IL | 60601 | PC | GENERAL OPERATIONS | $15,000 |
| LEGAL AID CHICAGO | ||||||
| 120 S LASALLE | CHICAGO | IL | 60603 | PC | GENERAL OPERATIONS | $150,000 |
| LIFE AFTER HATE INC | ||||||
| OLEARY ANICK PROCESSING CENTER | WAUWATOSA | WI | 53222 | PC | GENERAL OPERATIONS | $25,000 |
| LITTLE VILLAGE ENVIRONMENTAL JUSTICE ORGANIZATION | ||||||
| 2445 S SPAULDING AVE | CHICAGO | IL | 60623 | PC | GENERAL OPERATIONS | $25,000 |
| LIVE FREE CHICAGO | ||||||
| 4445 S KING DR | CHICAGO | IL | 60653 | PC | GENERAL OPERATIONS | $15,000 |
| MARIACHI HERITAGE FOUNDATION | ||||||
| 1852 W 19TH ST | CHICAGO | IL | 60608 | PC | GENERAL OPERATIONS | $20,000 |
| MAYWOOD FINE ARTS ASSOCIATION | ||||||
| 25 N 5TH AVENUE | MAYWOOD | IL | 60153 | PC | GENERAL OPERATIONS | $25,000 |
| MUJERES LATINAS EN ACCIONLATIN WOMEN IN ACTION | ||||||
| 2124 W 21ST PLACE | CHICAGO | IL | 60608 | PC | GENERAL OPERATIONS | $25,000 |
| MUSEUM OF CONTEMPORARY ART | ||||||
| 220 E CHICAGO AVENUE | CHICAGO | IL | 60611 | PC | GENERAL OPERATIONS FOR MCA STAGE | $25,000 |
| NATIONAL CAMBODIAN HERITAGE MUSEUM & KILLING FIELDS MEMORIAL | ||||||
| 2831 W LAWRENCE AVE | CHICAGO | IL | 60625 | PC | GENERAL OPERATIONS | $40,000 |
| NATIONAL IMMIGRANT JUSTICE CENTER | ||||||
| 224 S MICHIGAN AVE | CHICAGO | IL | 60604 | PC | GENERAL OPERATING FOR ADVOCACY ACTIVITIES | $120,000 |
| NATIONAL MUSEUM OF MEXICAN ART | ||||||
| 1852 WEST 19TH STREET | CHICAGO | IL | 60608 | PC | GENERAL OPERATIONS | $30,000 |
| NATIONAL QUEER ASIAN PACIFIC ISLANDER ALLIANCE | ||||||
| POST OFFICE BOX 1277 | NEW YORK | NY | 10113 | PC | GENERAL OPERATIONS | $30,000 |
| OPEN CENTER FOR THE ARTS | ||||||
| 2214 S SACRAMENTO AVE | CHICAGO | IL | 60623 | PC | GENERAL OPERATIONS | $15,000 |
| PARTNERSHIP FOR RESILIENCE | ||||||
| 530 E 22ND STREET | LOMBARD | IL | 60148 | PC | GENERAL OPERATIONS | $20,000 |
| PEOPLE'S MUSIC SCHOOL | ||||||
| 931 WEST EASTWOOD | CHICAGO | IL | 60640 | PC | GENERAL OPERATIONS | $25,000 |
| PLANNED PARENTHOOD OF ILLINOIS | ||||||
| 18 S MICHIGAN | CHICAGO | IL | 60603 | PC | GENERAL OPERATIONS FOR ADVOCACY WORK | $125,000 |
| PRESERVATION CHICAGO | ||||||
| 205 W MONROE ST | CHICAGO | IL | 60606 | PC | GENERAL OPERATIONS | $50,000 |
| PRIDE ACTION TANKAIDS FOUNDATION OF CHICAGO | ||||||
| 200 W MONROE | CHICAGO | IL | 60606 | PC | GENERAL OPERATIONS | $30,000 |
| PRIDE FILMS AND PLAYS | ||||||
| PRIDE ARTS CENTER | CHICAGO | IL | 60613 | PC | GENERAL OPERATIONS | $20,000 |
| PUBLIC INTEREST LAW INITIATIVE | ||||||
| 321 NORTH CLARK STREET | CHICAGO | IL | 60654 | PC | GENERAL OPERATIONS | $20,000 |
| PUERTO RICAN ARTS ALLIANCE | ||||||
| 3000 N ELBRIDGE AVE | CHICAGO | IL | 60618 | PC | GENERAL OPERATIONS | $20,000 |
| RED CLAY DANCE COMPANY | ||||||
| 808 E 63RD ST | CHICAGO | IL | 60637 | PC | GENERAL OPERATIONS | $15,000 |
| REFORM FOR ILLINOIS | ||||||
| 1658 N MILWAUKEE AVE | CHICAGO | IL | 60647 | PC | GENERAL OPERATING FOR ADVOCACY ACTIVITIES | $40,000 |
| RIVENDELL THEATRE ENSEMBLE | ||||||
| 5775 N RIDGE AVENUE | CHICAGO | IL | 60660 | PC | GENERAL OPERATIONS | $10,000 |
| SARAH'S INN | ||||||
| 1547 CIRCLE AVE | FOREST PARK | IL | 60130 | PC | GENERAL OPERATIONS | $10,000 |
| SAVE THE DUNES CONSERVATION FUND | ||||||
| 444 BARKER ROAD | MICHIGAN CITY | IN | 46360 | PC | GENERAL OPERATIONS | $35,000 |
| SERVICES & ADVOCACY FOR GAY LESBIAN BISEXUAL & TRANSGENDER ELDERS INC | ||||||
| 305 SEVENTH AVENUE | NEW YORK | NY | 10001 | PC | GENERAL OPERATIONS | $40,000 |
| SINAI HEALTH SYSTEM | ||||||
| 1500 S FAIRFIELD AVE | CHICAGO | IL | 60608 | PC | HIV/AIDS PROGRAM | $30,000 |
| SKYART | ||||||
| 3026 E 91ST STREET | CHICAGO | IL | 60617 | PC | GENERAL OPERATIONS | $20,000 |
| SOUTH CHICAGO DANCE THEATRE | ||||||
| 5728 S BLACKSTONE 310 | CHICAGO | IL | 60637 | PC | GENERAL OPERATIONS | $10,000 |
| SOUTH SIDE COMMUNITY ART CENTER | ||||||
| 3831 S MICHIGAN AVENUE | CHICAGO | IL | 60653 | PC | GENERAL OPERATIONS | $40,000 |
| STEEP THEATRE | ||||||
| PO BOX 607415 | CHICAGO | IL | 60660 | PC | GENERAL OPERATIONS | $15,000 |
| STORYCATCHERS THEATRE | ||||||
| 544 W OAK STREET | CHICAGO | IL | 60610 | PC | GENERAL OPERATIONS | $20,000 |
| SURVIVORS NETWORK OF THOSE ABUSED BY PRIESTS (SNAP) | ||||||
| 3 S NEWSTEAD AVENUE | SAINT LOUIS | MO | 63108 | PC | GENERAL OPERATIONS | $30,000 |
| SWEET WATER FOUNDATION | ||||||
| 5749 S PERRY AVENUE | CHICAGO | IL | 60621 | PC | GENERAL OPERATIONS | $25,000 |
| SYRIAN COMMUNITY NETWORK INC | ||||||
| 5439 N BROADWAY | CHICAGO | IL | 60640 | PC | GENERAL OPERATIONS | $5,000 |
| TEATRO VISTA | ||||||
| 2936 N SOUTHPORT AVE | CHICAGO | IL | 60657 | PC | GENERAL OPERATIONS | $20,000 |
| TEST POSITIVE AWARE NETWORK | ||||||
| 5537 N BROADWAY AVE | CHICAGO | IL | 60640 | PC | GENERAL OPERATIONS | $100,000 |
| THE HANA CENTER | ||||||
| 4300 N CALIFORNIA AVE | CHICAGO | IL | 60618 | PC | GENERAL OPERATIONS | $20,000 |
| THE JOFFREY BALLET | ||||||
| 10 E RANDOLPH | CHICAGO | IL | 60601 | PC | GENERAL OPERATIONS | $300,000 |
| UNITED AFRICAN ORGANIZATION | ||||||
| 4910 S MARTIN LUTHER KING DRIVE | CHICAGO | IL | 60615 | PC | GENERAL OPERATIONS FOR ADVOCACY WORK | $25,000 |
| UNITY TEMPLE RESTORATION FOUNDATION | ||||||
| 875 LAKE STREET | OAK PARK | IL | 60301 | PC | GENERAL OPERATIONS | $75,000 |
| VICTORY GARDENS THEATER | ||||||
| 2433 N LINCOLN AVENUE | CHICAGO | IL | 60614 | PC | GENERAL OPERATIONS | $25,000 |
| VISCERAL DANCE CHICAGO | ||||||
| 2820 N ELSTON AVENUE | CHICAGO | IL | 60618 | PC | GENERAL OPERATIONS | $50,000 |
| VISUAL AIDS FOR THE ARTS | ||||||
| 526 WEST 26TH STREET | NEW YORK | NY | 10001 | PC | GENERAL OPERATIONS | $10,000 |
| WOMEN EMPLOYED | ||||||
| 65 E WACKER PLACE | CHICAGO | IL | 60601 | PC | GENERAL OPERATIONS FOR ADVOCACY WORK | $30,000 |
| YOUTH OUTLOOK | ||||||
| 1828 OLD NAPERVILLE ROAD | NAPERVILLE | IL | 60563 | PC | GENERAL OPERATIONS | $35,000 |
| AIDS FOUNDATION OF CHICAGO | ||||||
| 200 WEST MONROE STREET | CHICAGO | IL | 60606 | PC | GENERAL OPERATIONS | $250,000 |
| AIDS FOUNDATION OF CHICAGO | ||||||
| 200 WEST MONROE STREET | CHICAGO | IL | 60606 | PC | GETTING TO ZERO | $150,000 |
| AIDS FOUNDATION OF CHICAGO | ||||||
| 200 WEST MONROE STREET | CHICAGO | IL | 60606 | PC | GETTING TO ZERO | $76,851 |
| CHICAGO WORKERS COLLABORATIVE | ||||||
| 1914 S ASHLAND AVENUE | CHICAGO | IL | 60608 | PC | GENERAL OPERATIONS | $5,000 |
| CHICAGO WORKERS COLLABORATIVE | ||||||
| 1914 S ASHLAND AVENUE | CHICAGO | IL | 60608 | PC | GENERAL OPERATIONS FOR ADVOCACY WORK | $30,000 |
| FOUR FREEDOMS PARK CONSERVANCY | ||||||
| PO BOX 5475 | NEW YORK | NY | 10185 | PC | SUPPORT FOR TRIBUTE TO THE 100TH ANNIVERSARY OF THE 19TH AMENDMENT AND EQUAL VOTING RIGHTS | $10,000 |
| FOUR FREEDOMS PARK CONSERVANCY | ||||||
| PO BOX 5475 | NEW YORK | NY | 10185 | PC | SUPPORT FOR BOARD RECRUITMENT | $10,000 |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | ||||||
| 102 MEYERSON HALL | PHILADELPHIA | PA | 19104 | PC | SUPPORT FOR PUBLICATION: OUR DAYS ARE LIKE FULL YEARS: A MEMOIR WITH LETTERS FROM LOUIS KAHN BY HARRIET PATTISON | $10,000 |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | ||||||
| 102 MEYERSON HALL | PHILADELPHIA | PA | 19104 | PC | SUPPORT FOR PUBLICATION: LOUIS KAHN: THE IMPORTANCE OF A DRAWING | $15,000 |
| A SAFE PLACE | ||||||
| 2710 17TH ST | ZION | IL | 60099 | PC | GENERAL OPERATIONS | $35,000 |
| APNA GHAR | ||||||
| 4350 N BROADWAY ST | CHICAGO | IL | 60613 | PC | GENERAL OPERATIONS | $30,000 |
| ARAB AMERICAN FAMILY SERVICES | ||||||
| 7000 W 111TH STREET | WORTH | IL | 60482 | PC | GENERAL OPERATIONS | $15,000 |
| ARTS ALLIANCE ILLINOIS | ||||||
| 70 E LAKE ST | CHICAGO | IL | 60601 | PC | COVID-19 RESPONSE MATCHING GRANT | $43,500 |
| ARTS ALLIANCE ILLINOIS | ||||||
| 70 E LAKE ST | CHICAGO | IL | 60601 | PC | COVID-19 RESPONSE MATCHING GRANT | $56,500 |
| ASCEND JUSTICE | ||||||
| 555 W HARRISON ST | CHICAGO | IL | 60607 | PC | GENERAL OPERATIONS | $30,000 |
| BENTON INSTITUTE FOR BROADBAND & SOCIETY | ||||||
| 727 CHICAGO AVE | EVANSTON | IL | 60202 | PC | SUPPORT FOR ADVOCACY PROMOTING BROADBAND INTERNET AVAILABILITY IN UNDERSERVED PORTIONS OF ILLINOIS | $75,000 |
| BETWEEN FRIENDS | ||||||
| PO BOX 608548 | CHICAGO | IL | 60660 | PC | GENERAL OPERATIONS | $30,000 |
| CENTER FOR ADVANCING DOMESTIC PEACE INC | ||||||
| 813 S WESTERN AVENUE | CHICAGO | IL | 60612 | PC | GENERAL OPERATIONS | $30,000 |
| CHICAGO FOUNDATION FOR WOMEN | ||||||
| 140 S DEARBORN ST | CHICAGO | IL | 60601 | PC | DOMESTIC VIOLENCE LEADERS COLLABORATIVE | $15,000 |
| CHICAGO FOUNDATION FOR WOMEN | ||||||
| 140 S DEARBORN ST | CHICAGO | IL | 60601 | PC | GENERAL OPERATIONS FOR ADVOCACY ACTIVITIES | $30,000 |
| CONNECTIONS FOR ABUSED WOMEN AND THEIR CHILDREN | ||||||
| 1116 N KEDZIE AVE | CHICAGO | IL | 60651 | PC | GENERAL OPERATIONS | $20,000 |
| FAMILY RESCUE | ||||||
| 8811 S STONY ISLAND AVE | CHICAGO | IL | 60617 | PC | GENERAL OPERATIONS | $30,000 |
| FAMILY SHELTER SERVICE OF METROPOLITAN FAMILY SERVICES | ||||||
| ONE NORTH DEARBORN | CHICAGO | IL | 60602 | PC | GENERAL OPERATIONS | $20,000 |
| HAVEN HOUSE INC | ||||||
| 834 CHICAGO ST | HAMMOND | IN | 46327 | PC | GENERAL OPERATIONS | $10,000 |
| KAN-WIN | ||||||
| 1440 RENAISSANCE DR | PARK RIDGE | IL | 60068 | PC | GENERAL OPERATIONS | $25,000 |
| LIFE SPAN | ||||||
| 70 E LAKE STREET | CHICAGO | IL | 60601 | PC | GENERAL OPERATIONS | $35,000 |
| SOUTH SUBURBAN FAMILY SHELTER | ||||||
| 18137-39 S HARWOOD AVE | HOMEWOOD | IL | 60430 | PC | GENERAL OPERATIONS | $35,000 |
| THE NETWORK | ||||||
| 1 E WACKER DR | CHICAGO | IL | 60601 | PC | GENERAL OPERATIONS | $25,000 |
| UNIVERSITY OF ARIZONA | ||||||
| SCHOOL OF ANTHROPOLOGY | TUCSON | AZ | 85721 | PC | ORIGINS OF MAYA CIVILIZATION IN THE MIDDLE USUMACINTA REGION (MEXICO); DR. TAKESHI INOMATA AND DR. DANIELA TRIADAN | $62,700 |
| UNIVERSITY OF CHICAGO CENTER OF THE ART OF EAST ASIA | ||||||
| 5235 S HARPER COURT | CHICAGO | IL | 60615 | PC | CENTER OF THE ART OF EAST ASIA | $840,000 |
| UNIVERSITY OF CHICAGO INSTITUTE OF POLITICS | ||||||
| 5707 S WOODLAWN AVENUE | CHICAGO | IL | 60637 | PC | UNDERGRADUATE INTERNSHIP PROGRAM | $300,000 |
| YWCA EVANSTONNORTH SHORE | ||||||
| 1215 CHURCH STREET | EVANSTON | IL | 60201 | PC | GENERAL OPERATIONS | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,610,551 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| NATIONAL PUBLIC HOUSING MUSEUM - JANE ADDAMS HOMES | ||||||
| 625 N KINGSBURY ST | CHICAGO | IL | 60654 | PC | GENERAL OPERATIONS | $500,000 |
| ILLINOIS INSITITUTE OF TECHNOLGY | ||||||
| 10 W 35TH ST | CHICAGO | IL | 60616 | PC | GENERAL OPERATIONS | $40,000 |
| COLLEGE OF THE WOOSTER | ||||||
| 1189 BEALL AVE | WOOSTER | OH | 44691 | PC | GENERAL OPERATIONS | $62,500 |
| BRANDEIS UNIVERSITY | ||||||
| 415 SOUTH ST | WALTHAM | MA | 02453 | PC | GENERAL OPERATIONS | $62,500 |
| UNIVERSITY OF NEW MEXICO | ||||||
| UNM | ALBUQUERQUE | NM | 87131 | PC | GENERAL OPERATIONS | $60,000 |
| A SAFE PLACE | ||||||
| 2750 ROOSEVELT RD | CHICAGO | IL | 60608 | PC | DOMESTIC VIOLENCE LEADERS COLLABORATIVE | $15,000 |
| APNA GHAR | ||||||
| 4350 N BROADWAY 2ND FLOOR | CHICAGO | IL | 60613 | PC | DOMESTIC VIOLENCE LEADERS COLLABORATIVE | $15,000 |
| ARAB AMERICAN FAMILY SERVICES | ||||||
| 7000 W 111TH ST | WORTH | IL | 60482 | PC | DOMESTIC VIOLENCE LEADERS COLLABORATIVE | $15,000 |
| BETWEEN FRIENDS | ||||||
| PO BOX 608548 | CHICAGO | IL | 60660 | PC | DOMESTIC VIOLENCE LEADERS COLLABORATIVE | $15,000 |
| CENTER FOR ADVANCING DOMESTIC PEACE | ||||||
| 813 S WESTERN AVE | CHICAGO | IL | 60612 | PC | DOMESTIC VIOLENCE LEADERS COLLABORATIVE | $15,000 |
| CHICAGO FOUNDATION FOR WOMEN | ||||||
| 140 S DEARBORN STREET SUITE 400 | CHICAGO | IL | 60603 | PC | DOMESTIC VIOLENCE LEADERS COLLABORATIVE | $15,000 |
| CONNECTIONS FOR ABUSED WOMEN & CHILDREN | ||||||
| 1116 N KEDZIE AVE 5TH FLOOR | CHICAGO | IL | 60651 | PC | DOMESTIC VIOLENCE LEADERS COLLABORATIVE | $20,000 |
| FAMILY RESCUE | ||||||
| 8811 S STONY ISLAND AVE | CHICAGO | IL | 60617 | PC | DOMESTIC VIOLENCE LEADERS COLLABORATIVE | $15,000 |
| FAMILY SHELTER SERVICES | ||||||
| 605 E ROOSEVELT ROAD | WHEATON | IL | 60187 | PC | DOMESTIC VIOLENCE LEADERS COLLABORATIVE | $10,000 |
| HAVEN HOUSE INC | ||||||
| 834 CHICAGO AVE | HAMMOND | IN | 46327 | PC | DOMESTIC VIOLENCE LEADERS COLLABORATIVE | $10,000 |
| KAN-WIN | ||||||
| PO BOX 996 | PARK RIDGE | IL | 60068 | PC | DOMESTIC VIOLENCE LEADERS COLLABORATIVE | $15,000 |
| LIFESPAN | ||||||
| 70 E LAKE STREET SUITE 600 | CHICAGO | IL | 60601 | PC | DOMESTIC VIOLENCE LEADERS COLLABORATIVE | $15,000 |
| SOUTH SUBURBAN FAMILY SHELTER | ||||||
| P O BOX 937 | HOMEWOOD | IL | 60430 | PC | DOMESTIC VIOLENCE LEADERS COLLABORATIVE | $15,000 |
| ASCEND JUSTICE | ||||||
| 555 W HARRISON ST SUITE 1900 | CHICAGO | IL | 60607 | PC | DOMESTIC VIOLENCE LEADERS COLLABORATIVE | $15,000 |
| THE NETWORK | ||||||
| 1 E WACKER DR STE 1630 | CHICAGO | IL | 60601 | PC | DOMESTIC VIOLENCE LEADERS COLLABORATIVE | $15,000 |
| YWCA EVANSONNORTHSHORE | ||||||
| 1215 CHURCH ST | EVANSTON | IL | 60201 | PC | DOMESTIC VIOLENCE LEADERS COLLABORATIVE | $10,000 |
| BENTON INSTITUTE FOR BROADBAND & SECURITY | ||||||
| 1041 RIDGE RD UNIT 214 | WILMETTE | IL | 60091 | PC | GENERAL OPERATIONS | $75,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,030,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,326,868 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $2,885,298 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| TICKET SALES | $35,273 | ||||
| UBTI FROM K1S | 900004 | -$17,146 | 01 | $17,146 | |
| BOOK ROYALTIES | $1,112 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$17,146 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,229,312 | ExclusionAmt |
| Related Or Exempt Function Incm | $36,385 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,248,551 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 11A | TICKET SALES FOR EXHIBITIONS PROGRAM |
| 11C | BOOK ROYALTIES ARE FROM SALES OF CATALOGS AND BOOKS |
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 FEES | CategoryTxt |
| Amt | $70,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $60,000 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | FURNUTURE & COMPUTERS | PropertyDesc |
| Acquired | 2000-01-01 | AcquiredDt |
| Cost Or Other Basis | $53,151 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $35,357 | PriorYearDepreciationAmt |
| Computation Method | SL | ComputationMethodTxt |
| Life | 5.000000000000 | LifeRt |
| Current Year Expense | $16,425 | CurrentYearExpenseAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | STATEMENT 18 | IdentifierTxt |
| Form And Line Reference | FORM 990-PF PART XV - SUPPLEMENTARY INFORMATION | FormAndLineReferenceDesc |
| Medium Explanation | PROPOSAL SUBMISSION GUIDELINES GENERALALPHAWOOD FOUNDATION IS A CHICAGO-BASED, GRANT-MAKING PRIVATE FOUNDATION WORKING FOR AN EQUITABLE, JUST, AND HUMANE SOCIETY. EACH YEAR WE AWARD GRANTS TO ORGANIZATIONS, PRIMARILY IN THE AREAS OF ADVOCACY, ARCHITECTURE AND PRESERVATION, ARCHAEOLOGY, THE ARTS AND ARTS EDUCATION, PROMOTION AND PROTECTION OF THE RIGHTS OF LGBT PERSONS AND PEOPLE LIVING WITH HIV/AIDS, AND OTHER HUMAN AND CIVIL RIGHTS.ELIGIBILITYTO BE ELIGIBLE TO RECEIVE A GRANT FROM ALPHAWOOD FOUNDATION, AN ORGANIZATION MUST BE A PUBLIC CHARITY EXEMPT FROM TAXATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, ALPHAWOOD HAS A STRONG PREFERENCE FOR ORGANIZATIONS WHOSE PRINCIPAL OPERATIONS ARE IN THE CHICAGO METROPOLITAN REGION.PROPOSAL SUBMISSIONGRANT REQUEST. IN YOUR COVER LETTER, PLEASE SPECIFY THE AMOUNT OF THE GRANT YOU REQUEST.NARRATIVE. PLEASE PROVIDE THE FOLLOWING NARRATIVE REGARDING YOUR ORGANIZATION AND ITS MISSION AND PROGRAMMING. WE HAVE INDICATED THE QUESTIONS TO BE ANSWERED IN EACH OF THE SECTIONS OF THE NARRATIVE. YOU MAY DETERMINE THE LENGTH OF EACH ANSWER, PROVIDED THE ENTIRE NARRATIVE DOES NOT EXCEED 3 PAGES IN LENGTH (USING STANDARD BORDERS AND 11 POINT TYPEFACE OR LARGER). WE EXPECT SOME ANSWERS MAY BE ONE SENTENCE LONG. OTHERS WILL BY NECESSITY BE LONGER. IF A QUESTION IS INAPPLICABLE TO YOUR ORGANIZATION OR YOU DECLINE TO ANSWER, PLEASE SAY SO. IT IS HELPFUL IF YOU EMPLOY THE SUGGESTED ORGANIZATION AND HEADINGS FOR YOUR NARRATIVE.1. MISSION AND PROGRAMMINGA. HOW DO YOU DESCRIBE YOUR MISSION? HOW DO YOU DEFINE EQUITY AND INCLUSION IN YOUR WORK?B. DESCRIBE YOUR PROGRAMMING OR ACTIVITIES. HOW DO THESE REFLECT YOUR MISSION AND GOALS? DO THEY TARGET A PARTICULAR POPULATION OR GEOGRAPHY?C. WHO OR WHAT IS YOUR PRINCIPAL COMPETITION AND WHAT DISTINGUISHES YOU FROM IT/THEM?WHO ARE THE INTENDED BENEFICIARIES OR AUDIENCE OF YOUR ORGANIZATION?D. DESCRIBE YOUR ROLE OR ACTIVITIES IN ANY COALITIONS.2. OPERATIONS AND LEADERSHIPA. DESCRIBE YOUR INTERNAL STAFF STRUCTURE AND LEADERSHIP. HOW MANY EMPLOYEES DO YOU HAVE? WHERE ARE THEY LOCATED?B. HIGHLIGHT ANY IMPORTANT STAFF CHANGES IN THE PAST YEAR OR THAT YOU FORESEE IN THE COMING YEAR.C. DESCRIBE THE ROLE OF YOUR GOVERNING BOARD CHAIR AND BOARD MEMBERS IN YOUR ORGANIZATION. WHAT COMMITMENTS (FINANCIAL OR OTHERWISE) DO BOARD MEMBERS MAKE?3. FINANCEA. PLEASE COMMENT ON YOUR FINANCIAL STATEMENTS. FOR EXAMPLE, EXPLAIN ANY SIGNIFICANT INCREASE OR DECREASE IN BUDGETED EXPENSES FROM YEAR TO YEAR. COMMENT ON AND EXPLAIN ANY SUBSTANTIAL OPERATING SURPLUS OR DEFICIT. DISCUSS THE MOST IMPORTANT ISSUE OR TREND HIGHLIGHTED IN YOUR MOST RECENT FINANCIALS.B. DISCUSS THE MIX OF SOURCES OF YOUR OVERALL REVENUE (I.E. EARNED, CONTRIBUTED, PUBLIC, PRIVATE, ETC.). ARE YOU SATISFIED WITH THIS MIX? WHAT ARE YOUR GOALS AND STRATEGIES WITH RESPECT TO THIS MIX, IF ANY?C. DESCRIBE YOUR DEVELOPMENT/FUNDRAISING EFFORTS IN THE PAST YEAR. HIGHLIGHT ANY PARTICULAR CHALLENGES AND SUCCESSES.4. GENERALA. DISCUSS THE JUSTIFICATION FOR THE AMOUNT OF YOUR GRANT REQUEST. IF YOUR ORGANIZATION IS ALREADY A GRANTEE AND YOU ARE REQUESTING AN INCREASE IN FUNDING OVER THE PRIOR PERIOD, PLEASE PROVIDE JUSTIFICATION FOR THE INCREASE.B. IN THE COMING YEAR, WHAT IS YOUR BIGGEST OPPORTUNITY OR CHALLENGE?5. ATTACHMENTS. PLEASE ATTACH THE FOLLOWING DOCUMENTS:A. MOST RECENT AUDITED FINANCIAL STATEMENTS;B. MOST RECENT FORM 990;C. OPERATING BUDGET FOR THE CURRENT FISCAL YEAR;D. A YEAR-TO-DATE BALANCE SHEET;E. IF YOUR CURRENT FISCAL YEAR ENDS WITHIN 6 MONTHS OF THE DATE OF YOUR GRANT APPLICATION, A FORECAST OF YEAR END OPERATING FINANCIALS;F. AN OPERATING STATEMENT OR P&L FROM THE LAST FISCAL YEAR.G. A LIST OF YOUR ORGANIZATION'S THREE HIGHEST SALARIES AND THE CORRESPONDING TITLES;H. A LIST OF YOUR CURRENT FUNDERS AND THE AMOUNTS RECEIVED FROM EACH;I. YOUR 501(C)(3) EXEMPTION DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE;J. A COMPLETE LIST OF THE MEMBERS OF YOUR BOARD OF DIRECTORS, INCLUDING AFFILIATIONS. KEEP TO 1 PAGE IF POSSIBLE;K. CONTACT INFORMATION FORM; YOU WILL FIND THIS PDF FORM ACCOMPANYING THESE GUIDELINES INFORMATION FROM CURRENT GRANTEES. IF YOUR ORGANIZATION RECEIVED A GRANT FROM US IN THE LAST FUNDING CYCLE, PLEASE PROVIDE A 1-2 PAGE ASSESSMENT OF YOUR ORGANIZATION AND ITS ACTIVITIES IN THE PAST YEAR. YOUR REPORT SHOULD ADDRESS ANY MAJOR CHALLENGE(S) YOU FACED, AND YOUR RESPONSE(S). PLEASE NOTE THE ACCOMPLISHMENT OR EVENT THAT OCCURRED IN THE PAST YEAR ABOUT WHICH YOU ARE MOST PROUD. FINANCIAL INFORMATION FORMWE REQUIRE YOU COMPLETE A SIMPLE SUMMARY OF YOUR FINANCIAL INFORMATION ON A FORM WE PROVIDE AS PART OF YOUR APPLICATION PACKAGE. THE FORM IS AN EXCEL SPREADSHEET YOU WILL FIND IN A SEPARATE FILE ACCOMPANYING THESE GUIDELINES. THE PURPOSE OF THIS FORM IS TO HELP US BETTER EVALUATE YOUR FINANCIAL HEALTH THROUGH THE CALCULATION OF CERTAIN FINANCIAL RATIOS. WE TRIED TO KEEP THIS PROCESS SIMPLE BY ASKING YOU TO ENTER DATA FROM YOUR MOST RECENT AUDIT. IF YOU DO NOT HAVE AN AUDIT, USE UNAUDITED FINANCIAL STATEMENTS FROM YOUR MOST RECENTLY COMPLETED FISCAL YEAR. THE FORM SHOULD TAKE ABOUT 15 MINUTES TO COMPLETE.DEADLINEALL PROPOSALS MUST BE SUBMITTED IN OUR ONLINE GRANTING PORTAL. PLEASE NOTE THAT WE CANNOT ACCEPT PROPOSALS THAT ARE EMAILED, HAND-DELIVERED, OR SENT BY REGULAR OR OVERNIGHT MAIL. SUPPLEMENTAL INFORMATIONWE DO NOT ENCOURAGE THE SUBMISSION OF SUPPLEMENTAL DOCUMENTS, ANNUAL REPORTS, BROCHURES, PRESS RELEASES, NEWSLETTERS OR THE LIKE. IF YOU WISH TO DIRECT OUR ATTENTION TO ANY SUCH MATERIAL, PLEASE PROVIDE THE APPLICABLE WEB ADDRESS IN YOUR COVER LETTER. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD GROUP FUND | $66,825,606 | $66,825,606 |
| MARKETABLE SECURITIES | $3,732,549 | $3,732,549 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $8,157,377 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $8,157,377 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (13 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ABRY IV, LP | FMV | $16,393 | $16,393 |
| SANDLER CAP PTNRS V FTE | FMV | $196,071 | $196,071 |
| ABRY MEZZANINE PARTNERS, LP | FMV | $5,754 | $5,754 |
| ABRY PARTNERS V, LP | FMV | $6,507 | $6,507 |
| NEW LEAF VENTURES I, LP | FMV | $2,723 | $2,723 |
| NEW LEAF VENTURES II, LP | FMV | $184,377 | $184,377 |
| ABRY SENIOR EQUITY II, LP | FMV | $30,011 | $30,011 |
| ABRY PARTNERS VI, LP | FMV | $53,831 | $53,831 |
| NEW LEAF VENTURES III, LP | FMV | $5,109,992 | $5,109,992 |
| QUADRANGLE CAP PARTNERS II, LP | FMV | $17,757 | $17,757 |
| ABRY SENIOR EQUITY III, LP | FMV | $58,545 | $58,545 |
| ABRY PARTNERS VII, LP | FMV | $941,015 | $941,015 |
| LAVIEN OFFSHORE DIST. H | FMV | $231,969 | $231,969 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FURNUTURE & COMPUTERS | CategoryOrItemTxt |
| Cost Or Other Basis | $53,151 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $51,782 | AccumulatedDepreciationAmt |
| Book Value | $1,369 | BookValueAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LEGAL FEES | $10,023 | $0 | $9,638 |
| CONSULTING | $1,594 | $0 | $4,094 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED U.S. INTEREST | $68,662 | $64,067 | $64,067 |
| PROGRAM LOAN RECEIVABLE | $11,429,628 | $10,733,532 | $10,733,532 |
| COUPON INTEREST PURCHASED | $1,434 | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADP FEES | $2,419 | $0 | $2,419 |
| EXHIBITIONS | $2,302,213 | $0 | $2,530,539 |
| INFORMATION TECHNOLOGY | $6,545 | $0 | $6,545 |
| INSURANCE | $4,697 | $0 | $4,697 |
| INTEREST EXPENSE - PARTNERSHIP | $0 | $3,521 | $0 |
| LICENSES & PERMITS | $7,345 | $0 | $7,039 |
| MANAGEMENT FEES | $40,752 | $0 | $40,752 |
| OFFICE EXPENSES | $4,133 | $0 | $6,713 |
| OTHER DEDUCTIONS - PARTNERSHIP | $0 | $110,531 | $0 |
| FOREIGN TAXES - PARTNERSHIP | $0 | $1,695 | $0 |
| SHIPPING & POSTAGE | $422 | $0 | $1,608 |
| SUBSCRIPTION | $20,923 | $0 | $12,613 |
| OTHER EXPENSES | $1,875 | $0 | $17,822 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP INCOME | $2,885,298 | $2,523,073 | $2,885,298 |
| TICKET SALES | $35,273 | $35,273 | |
| BOOK ROYALTIES | $1,112 | $1,112 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED APPRECIATION IN MARKET VALUE OF INVESTMENTS | Desc |
| Amt | $12,308,766 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED EXCISE AND INCOME TAXES | Desc |
| BOY Book Value | $295,977 | BOYBookValueAmt |
| EOY Book Value | $524,805 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $55,694 | $0 | $55,694 |
| FOREIGN TAXES - ISHARES | $9,941 | $9,941 | $0 |
| EXCISE TAX | $278,578 | $0 | $0 |
| STATE TAXES PAID | $365 | $15 | $0 |