GRANT HOSPITAL OF CHICAGO: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- GRANT HOSPITAL OF CHICAGO (EIN 36-2167090)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-14
- IRS object ID
- 202011969349101811
- Schema version
- 2019v5.1
- 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 | 2020-07-14T15:30:53-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-06-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DENNIS P O'BRIEN | PreparerPersonNm |
| PTIN | P00008832 | PTIN |
| Phone | 8472345000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.224.107.130 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-06-10 | IPDt |
| IP Tm | 09:31:10 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A88662429D55215A271BA12D70F95CFBB6824179 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,118,537 | 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 | $16,821 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $450,255 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $450,255 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $150,736 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $952,462 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $150,736 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $539 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $539 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $618,351 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $601,530 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $150,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $37,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $112,500 | 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 | $17,469 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $17,469 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $2,132 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $2,132 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $34,072 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $24,609 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $9,463 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $373 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $35,567 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,556 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $32,011 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $247,313 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $86,984 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $159,956 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $750,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $750,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $997,313 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $86,984 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $909,956 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$378,962 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $514,546 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $90,598 | CashBOYAmt |
| Cash EOY | $35,221 | CashEOYAmt |
| Cash EOYFMV | $35,221 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $19,578 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $19,429 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $19,429 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $13,714,906 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $15,685,524 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $15,685,524 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $10,368 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,117 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,624 | LandBOYAmt |
| Land EOY | $1,251 | LandEOYAmt |
| Land EOYFMV | $1,251 | LandEOYFMVAmt |
| Other Assets BOY | $322,464 | OtherAssetsBOYAmt |
| Other Assets EOY | $377,112 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $377,112 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $14,149,170 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,118,537 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,118,537 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $27,064 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $27,064 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $13,787,938 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $15,729,721 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $334,168 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $388,816 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,122,106 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,118,537 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,149,170 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,118,537 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,122,106 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$378,962 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,375,393 | OtherIncreasesAmt |
| Subtotal | $16,118,537 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,118,537 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| T. ROWE PRICE FUNDS GLOBAL MULTI-SECTOR BOND | 2018-06-15 | 2019-12-02 | $364,928 | $351,716 | $13,212 | $13,212 | |
| VANGUARD TOTAL INTL STOCK INDEX | 2018-06-15 | 2019-12-02 | $149,976 | $152,486 | -$2,510 | -$2,510 | |
| VANGUARD INTL EXPLORER INVESTOR | 2015-06-09 | 2019-04-02 | $49,976 | $55,164 | -$5,188 | -$5,188 | |
| METROPOLITAN WSET FUNDS TOTAL RETURN BOND | 2009-09-03 | 2019-12-02 | $74,976 | $66,072 | $8,904 | $8,904 | |
| VANGUARD 500 INDEX | 2011-12-31 | 2019-12-02 | $299,976 | $172,821 | $127,155 | $127,155 | |
| LAZARD LTD | 2010-01-01 | 2019-01-01 | $3,467 | -$3,467 | -$3,467 | P | |
| CAPITAL GAINS DIVIDENDS | $12,630 | $12,630 | $12,630 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $150,736 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $915,102 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $14,962,563 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.061159 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $927,619 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $15,301,816 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.060621 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $937,646 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $14,596,045 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.064240 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,285,938 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $14,964,850 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.085931 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,318,146 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $17,255,208 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.076391 | DistributionYr5Rt |
| Total Distribution | 0.348342 | TotalDistributionRt |
| Average Distribution | 0.069668 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $14,905,138 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,038,411 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,145 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,043,556 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $909,956 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,291 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,291 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,291 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,280 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $17,280 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,989 | OverpaymentAmt |
| Applied To ES Tax | $6,989 | 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 |
|---|---|---|---|---|---|---|---|---|
| JOSEPH S CARR | ||||||||
| 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 | $150,000 | $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 | $14,717,985 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $62,909 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $351,226 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,132,120 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,132,120 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $226,982 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,905,138 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $745,257 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $745,257 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,291 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,291 | TotalTaxAmt |
| Distributable Before Adj | $734,966 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $734,966 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $734,966 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $909,956 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $909,956 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $909,956 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $734,966 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $476,094 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $555,593 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $210,995 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $186,891 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $184,224 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,613,797 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $909,956 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $734,966 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $174,990 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,788,787 | 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 | $476,094 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,312,693 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $555,593 | ExcessFromYear4Amt |
| Excess From Year3 | $210,995 | ExcessFromYear3Amt |
| Excess From Year2 | $186,891 | ExcessFromYear2Amt |
| Excess From Year1 | $184,224 | ExcessFromYear1Amt |
| Excess From Current Year | $174,990 | 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 (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BREAKTHROUGH URBAN MINISTRIES | |||||||
| 402 N ST LOUIS AVE | CHICAGO | IL | 60624 | NONE | PC | BEHAVIORAL HEALTH CARE FOR HOMELESS ADULTS | $15,000 |
| CANINE THERAPY CORPS | |||||||
| 3918 W FULLERTON AVE | CHICAGO | IL | 60647 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 |
| CENTER ON HALSTED | |||||||
| 3656 N HALSTED ST | CHICAGO | IL | 60613 | NONE | PC | BEHAVIORAL HEALTH SERVICES PROGRAM SUPPORT | $20,000 |
| CHICAGO CHILDREN'S ADVOCACY CENTER | |||||||
| 1240 S DAMEN AVE | CHICAGO | IL | 60608 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 |
| CHICAGO FAMILY HEALTH CENTER | |||||||
| 9119 SOUTH EXCHANGE AVE | CHICAGO | IL | 60617 | NONE | PC | GENERAL OPERATING SUPPORT AND ADVANCING WELLNESS ON THE SOUTHSIDE. | $45,000 |
| 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 |
| COMMUNITY IN SCHOOLS OF CHICAGO | |||||||
| 815 W VAN BUREN ST | CHICAGO | IL | 60607 | NONE | PC | CISC INTENSIVE PROGRAM | $25,000 |
| 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 | BEHAVIORAL HEALTH CARE COORDINATION | $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 |
| HUMAN RESOURCES DEVELOPMENT INSTITUTE INC | |||||||
| 222 S JEFFERSON ST | CHICAGO | IL | 60661 | NONE | PC | HRDI INTEGRATED HEALTHCARE | $45,000 |
| ILLINOIS COLLEGE OF OPTOMETRY | |||||||
| 3241 S MICHIGAN AVE | CHICAGO | IL | 60616 | NONE | PC | THE ILLINOIS EYE INSTITUTE AT PRINCETON ELEMENTARY | $20,000 |
| INNER CITY MUSLIM ACTION NETWORK | |||||||
| 2744 W 63RD ST | CHICAGO | IL | 60629 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 |
| LAWNDALE CHRISTIAN HEALTH CENTER | |||||||
| 3860 W OGDEN AVE | CHICAGO | IL | 60623 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 |
| LINCOLN PARK ZOOLOGICAL SOCIETY | |||||||
| 2001 N CLARK ST | CHICAGO | IL | 60614 | NONE | PC | UNDERSTANDING THE IMPACTS OF RODENT CONTROL ON ZOONOTIC DISEASE RISK IN CHICAGO | $45,000 |
| LUSTER LEARNING INSTITUTE | |||||||
| 1126 HILLCREST | HIGHLAND PARK | IL | 60035 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 |
| MIDWEST ACCESS PROJECT | |||||||
| PO BOX 13173 | CHICAGO | IL | 60613 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 |
| NEW MOMS INC | |||||||
| 5317 W CHICAGO AVE | ROUND LAKE | IL | 60651 | NONE | PC | THE FAMILY SUPPORT PROGRAM | $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 |
| RUSH UNIVERSITY MEDICAL CENTER | |||||||
| 1201 W HARRISON ST | CHICAGO | IL | 60607 | NONE | PC | REPRODUCTIVE SERVICES ACROSS AFC/SBHC PROGRAM | $20,000 |
| SINAI HEALTH SYSTEM | |||||||
| 1500 S CALIFORNIA AVE | CHICAGO | IL | 60608 | NONE | PC | BEHAVIORAL HEALTH TRANSITIONS OF CARE AT HOLY CROSS HOSPITAL | $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 BEHAVIORAL HEALTH IN VULNERABLE COMMUNITIES | $30,000 |
| THRESHOLDS | |||||||
| 4101 N RAVENSWOOD AVE | CHICAGO | IL | 60613 | NONE | PC | SUBSTANCE USE TREATMENT PROGRAM | $25,000 |
| UCAN (UHLICH CHILDREN'S ADVANTAGE NETWORK) | |||||||
| 3737 N MOZART ST | CHICAGO | IL | 60618 | NONE | PC | UCAN TRAUMA-INFORMED YOUTH CLINICAL SERVICES | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $750,000 | 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 | $450,255 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $539 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $150,736 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $601,530 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $601,530 | 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 | $16,821 | 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 | $423 | SL | 10.000000000000 | $65 | $0 |
| LENOVO IDEACENTER COMPUTER | 2016-04-11 | $917 | $458 | SL | 5.000000000000 | $183 | $0 |
| DESK AND CONFERENCE TABLE | 2016-06-14 | $1,250 | $313 | SL | 10.000000000000 | $125 | $0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $15,685,524 | BookValueAmt |
| EOYFMV | $15,685,524 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| OFFICE EQUIPMENT | $7,548 | $7,548 | $0 |
| LAP TOP COMPUTER | $653 | $488 | $165 |
| LENOVO IDEACENTER COMPUTER | $917 | $641 | $276 |
| DESK AND CONFERENCE TABLE | $1,250 | $438 | $812 |
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 | $322,464 | BOYBookValueAmt |
| EOY Book Value | $377,112 | EOYBookValueAmt |
| EOYFMV | $377,112 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE EXPENSE | Desc |
| Revenue And Expenses Per Books | $35,567 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,556 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $32,011 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $539 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $539 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $539 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN(LOSS) ON INVESTMENTS | $2,320,744 |
| UNREALIZED GAIN(LOSS) ON INVESTMENTS | $54,649 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $17,469 | Amt |
| Net Investment Income | $17,469 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $12,617 | $3,154 | $9,463 |
| FEDERAL EXCISE TAX | $10,189 | $10,189 | $0 |
| FOREIGN TAXES | $11,266 | $11,266 | $0 |