GRANT HOSPITAL OF CHICAGO: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- GRANT HOSPITAL OF CHICAGO (EIN 36-2167090)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-06-21
- IRS object ID
- 201801729349100810
- Schema version
- 2017v2.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock 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 | 2018-06-21T14:26:51-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-06-21 | 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 | 2018-06-21 | IPDt |
| IP Tm | 14:26:34 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | D16871BC3DF7D8B2011C2CFDDE95C80531F82C57 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 140AC84D76119C5FE701CF29AAEA4E25A970F106 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,235,288 | 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 | $31,699 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $314,684 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $314,684 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,030,028 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,988,984 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,030,028 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $377 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $377 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,376,788 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,345,089 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $135,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $33,750 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $101,250 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,450 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,450 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $55,839 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $55,839 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $5,945 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $36,742 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $27,707 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $9,035 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $374 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $62,055 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,206 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $64,884 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $302,855 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $126,952 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $178,619 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $749,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $749,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,051,855 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $126,952 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $927,619 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $324,933 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,218,137 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $29,555 | CashBOYAmt |
| Cash EOY | $845,645 | CashEOYAmt |
| Cash EOYFMV | $845,645 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $120,697 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $52,874 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $52,874 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $996,082 | CorporateStockBOYAmt |
| Corporate Stock EOY | $884,712 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $884,712 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $13,098,579 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $14,071,789 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $14,071,789 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $10,368 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,370 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,372 | LandBOYAmt |
| Land EOY | $1,998 | LandEOYAmt |
| Land EOYFMV | $1,998 | LandEOYFMVAmt |
| Other Assets BOY | $587,103 | OtherAssetsBOYAmt |
| Other Assets EOY | $378,270 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $378,270 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $14,834,388 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,235,288 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,235,288 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $79,801 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $76,322 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $79,801 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $76,322 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $14,303,500 | UnrestrictedBOYAmt |
| Unrestricted EOY | $15,673,499 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $107,197 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $107,197 | TemporarilyRestrictedEOYAmt |
| Permanently Restricted BOY | $343,890 | PermanentlyRestrictedBOYAmt |
| Permanently Restricted EOY | $378,270 | PermanentlyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,754,587 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,158,966 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,834,388 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,235,288 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,754,587 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $324,933 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,079,446 | OtherIncreasesAmt |
| Subtotal | $16,158,966 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,158,966 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| TOUCHSTONE SMALL CAP | 2016-12-28 | 2017-06-22 | $2,209 | $1,961 | $248 | $248 | |
| HARBOR FD INTL | 2012-01-01 | 2017-06-22 | $155,895 | $143,058 | $12,837 | $12,837 | |
| PEAR TREE POLARIS | 2016-04-18 | 2017-11-21 | $329,976 | $259,068 | $70,908 | $70,908 | |
| TOUCHSTONE SMALL CAP | 2013-01-01 | 2017-06-22 | $602,614 | $534,825 | $67,789 | $67,789 | |
| HARBOR FD INTL | 2014-01-01 | 2017-06-22 | $692,549 | $648,630 | $43,919 | $43,919 | |
| BBH FDS BBH CORE SELECT | 2012-01-01 | 2017-11-21 | $1,552,911 | $966,037 | $586,874 | $586,874 | |
| VANGUARD 500 INDEX FUND | 2013-01-01 | 2017-09-26 | $199,928 | $199,928 | $0 | $0 | |
| QEP RESOURCES | 2017-04-13 | 2017-10-04 | $9,221 | $12,796 | -$3,575 | -$3,575 | |
| RPC INC | 2017-02-27 | 2017-09-14 | $3,584 | $3,114 | $470 | $470 | |
| WILLIAMS COS INC | 2016-07-01 | 2017-03-15 | $27,832 | $20,315 | $7,517 | $7,517 | |
| CANADIAN NATURAL RESOURCES | 2012-11-28 | 2017-05-01 | $3,180 | $2,794 | $386 | $386 | |
| MARATHON OIL CORP | 2012-08-24 | 2017-02-27 | $11,468 | $20,345 | -$8,877 | -$8,877 | |
| MARATHON OIL CORP | 2012-01-01 | 2017-08-03 | $7,674 | $18,754 | -$11,080 | -$11,080 | |
| MARATHON OIL CORP | 2013-01-01 | 2017-11-08 | $8,668 | $17,496 | -$8,828 | -$8,828 | |
| PDC ENERGY INC | 2014-01-01 | 2017-06-29 | $20,705 | $24,816 | -$4,111 | -$4,111 | |
| PIONEER NATURAL RESOURCES | 2012-07-16 | 2017-02-14 | $5,918 | $2,555 | $3,363 | $3,363 | |
| QEP RESOURCES | 2016-06-03 | 2017-10-04 | $8,460 | $18,920 | -$10,460 | -$10,460 | |
| CANADIAN NATURAL RESOURCES | 2009-10-27 | 2017-04-13 | $16,600 | $17,102 | -$502 | -$502 | |
| CANADIAN NATURAL RESOURCES | 2012-10-10 | 2017-05-01 | $15,898 | $16,630 | -$732 | -$732 | |
| DEVON ENERGY | 2009-10-27 | 2017-02-27 | $5,570 | $8,803 | -$3,233 | -$3,233 | |
| HESS CORP | 2009-11-02 | 2017-11-08 | $6,612 | $7,857 | -$1,245 | -$1,245 | |
| SCHLUMBERGER LTD | 2010-02-22 | 2017-05-22 | $15,840 | $13,152 | $2,688 | $2,688 | |
| CAPITAL GAINS DIVIDENDS | $285,672 | $285,672 | $285,672 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,030,028 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $937,646 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $14,596,045 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.064240 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,285,938 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $14,964,850 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.085931 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,318,146 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $17,255,208 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.076391 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,165,829 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $16,427,334 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.070969 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,223,954 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $15,945,636 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.076758 | DistributionYr5Rt |
| Total Distribution | 0.374289 | TotalDistributionRt |
| Average Distribution | 0.074858 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $15,301,816 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,145,463 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $12,181 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,157,644 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $927,619 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $24,363 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $24,363 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $24,363 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,809 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,809 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $18,554 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.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 |
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 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ROBERT L FRIEDLANDER | ||||||||
| 500 NORTH WESTERN AVENUE | LAKE FOREST | IL | 60045 | SECRETARY/TREASURER | 1.00 | $0 | $0 | $0 |
| RICHARD M NORTON | ||||||||
| 500 NORTH WESTERN AVENUE | LAKE FOREST | IL | 60045 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| RICHARD M ROSS JR | ||||||||
| 500 NORTH WESTERN AVENUE | LAKE FOREST | IL | 60045 | CHAIRMAN | 1.00 | $0 | $0 | $0 |
| KATE GRUBBS O'CONNOR | ||||||||
| 500 NORTH WESTERN AVENUE | LAKE FOREST | IL | 60045 | EXECUTIVE DIRECTOR | 40.00 | $135,000 | $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 | $14,525,581 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $524,386 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $484,872 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,534,839 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,534,839 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $233,023 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,301,816 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $765,091 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $765,091 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $24,363 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $24,363 | TotalTaxAmt |
| Distributable Before Adj | $740,728 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $740,728 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $740,728 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $927,619 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $927,619 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $927,619 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $740,728 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $434,890 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $362,804 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $476,094 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $555,593 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $210,995 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,040,376 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $927,619 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $740,728 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $186,891 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,227,267 | 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 | $434,890 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,792,377 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $362,804 | ExcessFromYear4Amt |
| Excess From Year3 | $476,094 | ExcessFromYear3Amt |
| Excess From Year2 | $555,593 | ExcessFromYear2Amt |
| Excess From Year1 | $210,995 | ExcessFromYear1Amt |
| Excess From Current Year | $186,891 | 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 (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ASSOCIATION HOUSE OF CHICAGO | |||||||
| 1116 N KEDZIE | CHICAGO | IL | 60651 | NONE | PC | INTEGRATED HEALTH PROGRAM | $15,000 |
| BREAKTHROUGH URBAN MINISTRY | |||||||
| 402 N ST LOUIS ST | CHICAGO | IL | 60624 | NONE | PC | BEHAVIORAL HEALTH FOR HOMELESS ADULTS | $15,000 |
| CANINE THERAPY CORPS | |||||||
| 1700 W IRVING PARK RD | CHICAGO | IL | 60651 | NONE | PC | GENERAL OPERATING SUPPORT | $12,000 |
| CATHOLIC CHARITIES OF THE ARCHDIOCESE OF CHICAGO | |||||||
| 721 N LASALLE | CHICAGO | IL | 60654 | NONE | PC | HOSPITAL TRANSITION PROGRAM | $25,000 |
| CENTER ON HALSTED | |||||||
| 3858 N HALSTED ST | CHICAGO | IL | 60613 | NONE | PC | BEHAVIORAL HEALTH SERVICES | $20,000 |
| CHICAGO CHILDREN'S ADVOCACY CENTER | |||||||
| 1240 SOUTH DAMEN AVE | CHICAGO | IL | 60608 | NONE | PC | FAMILY HOPE CENTER | $20,000 |
| CHICAGO FAMILY HEALTH CENTER | |||||||
| 9119 SOUTH EXCHANGE AVE | CHICAGO | IL | 60617 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 |
| COMMUNITY COUNSELING CENTERS OF CHICAGO | |||||||
| 4740 N CLARK | CHICAGO | IL | 60640 | NONE | PC | BEHAVIORAL HEALTH PRIMARY CARE | $30,000 |
| COMMUNITY HEALTH | |||||||
| 2811 W CHICAGO AVE | CHICAGO | IL | 60622 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 |
| ERIE FAMILY HEALTH CENTER | |||||||
| 1701 W SUPERIOR ST | CHICAGO | IL | 60622 | NONE | PC | PATIENT-CENTERED CARE INEGRATION (PCCI) INITIATIVE | $20,000 |
| ESPERANZA HEALTH CENTERS | |||||||
| 2001 S CALIFORNIA AVE | CHICAGO | IL | 60608 | NONE | PC | CARE COORDINATION PROGRAM | $20,000 |
| EVERTHRIVE ILLINOIS | |||||||
| 1256 W CHICAGO AVE | CHICAGO | IL | 60642 | NONE | PC | CHICAGO SAFETY NET LEARNING COLLABORATIVE | $20,000 |
| FAMILY FOCUS | |||||||
| 310 S PEORIA | CHICAGO | IL | 60607 | NONE | PC | TRAUMA-INFORMED THERAPEUTIC SERVICES | $20,000 |
| GADS HILL CENTER | |||||||
| 1919 W CULLERTON | CHICAGO | IL | 60608 | NONE | PC | HEALTHY MINDS, HEALTHY SCHOOLS | $15,000 |
| GOLDIE'S PLACE | |||||||
| 5705 N LINCOLN AVE | CHICAGO | IL | 60659 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 |
| HOWARD AREA COMMUNITY CENTER | |||||||
| 7648 N PAULINA ST | CHICAGO | IL | 60626 | NONE | PC | ELEANOR WESTER DENTAL CLINIC | $10,000 |
| HOWARD BROWN HEALTH CENTER | |||||||
| 4025 N SHERIDAN RD | CHICAGO | IL | 60613 | NONE | PC | HEALTHCARE OPERATIONS, SALARIES AND PROGRAMS | $20,000 |
| HUMAN RESOURCES DEVELOPMENT INSTITUTE INC | |||||||
| 222 S JEFFERSON ST | CHICAGO | IL | 60661 | NONE | PC | HHC - BEHAVIORAL HEALTH INTEGRATION PROGRAM | $25,000 |
| ILLINOIS COLLEGE OF OPTOMETRY | |||||||
| 3241 S MICHIGAN AVE | CHICAGO | IL | 60616 | NONE | PC | CHICAGO VISION OUTREACH | $20,000 |
| INNER CITY MUSLIM ACTION NETWORK | |||||||
| 2744 W 63RD ST | CHICAGO | IL | 60629 | NONE | PC | IMAN HEALTH CLINIC - GENERAL OPERATING SUPPORT | $20,000 |
| LINCOLN PARK ZOOLOGICAL SOCIETY | |||||||
| 2001 N CLARK ST | CHICAGO | IL | 60614 | NONE | PC | WILDLIFE AND HUMAN HEALTH INITIATIVE | $40,000 |
| 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 | $15,000 |
| NEW MOMS INC | |||||||
| 5317 W CHICAGO AVE | CHICAGO | IL | 60651 | NONE | PC | FAMILY SUPPORT PROGRAM | $20,000 |
| OLD IRVING PARK COMMUNITY CLINIC | |||||||
| 5425 W ADDISON ST | CHICAGO | IL | 60641 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 |
| PCC COMMUNITY WELLNESS CENTER | |||||||
| 14 LAKE ST | OAK PARK | IL | 60302 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 |
| PRIMECARE COMMUNITY HEALTH | |||||||
| 2232 N CLYBOURNE AVE | CHICAGO | IL | 60614 | NONE | PC | PSYCHIATRIC CONSULTATION IN PRIMARY CARE | $17,000 |
| PRIMO CENTER FOR WOMEN AND CHILDREN | |||||||
| 4241 W WASHINGTON BLVD | CHICAGO | IL | 60624 | NONE | PC | TRAUMA-INFORMED MENTAL HEALTH SERVICES IN CONGREGATE CARE | $25,000 |
| RUSH UNIVERSITY MEDICAL CENTER | |||||||
| 1700 W VAN BUREN | CHICAGO | IL | 60612 | NONE | PC | RUSH ADOLESCENT FAMILY CENTER | $20,000 |
| SECOND SENSE | |||||||
| 65 E WACKER DR | CHICAGO | IL | 60601 | NONE | PC | SUPPORT FOR VISION REHABILITATION TO MOVE BEYOND VISION LOSS | $10,000 |
| SISTERHOUSE | |||||||
| 851 N LEAMINGTON AVE | CHICAGO | IL | 60651 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 |
| ST JAMES CATHEDRAL COUNSELING CENTER | |||||||
| 50 E WASHINGTON ST | CHICAGO | IL | 60602 | NONE | PC | PEDIATRIC ASTHMA PROJECT | $10,000 |
| 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 | OUTREACH AND HEALTH MINISTRY | $15,000 |
| THE UNIVERSITY OF CHICAGO | |||||||
| 5801 S ELLIS AVE | CHICAGO | IL | 60637 | NONE | PC | URBAN HEALTHCARE INNOVATION BUILDING BEHAVIORAL HEALTH CAPACITY FOR VUNERABLE COMMUNITIES | $30,000 |
| THRESHOLDS | |||||||
| 4101 N RAVENSWOOD AVE | CHICAGO | IL | 60613 | NONE | PC | SUBSTANCE USE TREATMENT AND DIVERSION PROGRAM | $25,000 |
| UCAN (UHLICH CHILDREN'S ADVANTAGE NETWORK) | |||||||
| 3737 N MOZART ST | CHICAGO | IL | 60618 | NONE | PC | UCAN NORTH LAWDALE CAMPUS - CAPITAL REQUEST | $25,000 |
| WOMEN'S REPRODUCTIVE RIGHTS ASSISTANCE PROJECT | |||||||
| 2934 1/2 BEVERLY GLEN CIRCLE 169 | LOS ANGELES | CA | 90077 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $749,000 | 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 | $314,684 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $377 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,030,028 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,345,089 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,345,089 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| WILLIAM C MADLENER TRUST | ||||||
| 1 | 135 S LASALLE ST | CHICAGO | IL | 60603 | $21,486 | Yes (X) |
| ILLINOIS HEALTH & HOSPITAL ASSOC | ||||||
| 2 | 222 S RIVERSIDE PLAZA | CHICAGO | IL | 60606 | $10,213 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,900 | Amt |
| Net Investment Income | $3,450 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,450 | 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 | $293 | SL | 10.000000000000 | $65 | $0 |
| LENOVO IDEACENTER COMPUTER | 2016-04-11 | $917 | $92 | SL | 5.000000000000 | $183 | $0 |
| DESK AND CONFERENCE TABLE | 2016-06-14 | $1,250 | $63 | SL | 10.000000000000 | $125 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $884,712 | EOYBookValueAmt |
| EOYFMV | $884,712 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | FMV | $12,351,433 | $12,351,433 |
| PARTNERSHIPS | AT COST | $922,594 | $922,594 |
| EXCHANGE TRADED FUNDS | FMV | $797,762 | $797,762 |
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 | $358 | $295 |
| LENOVO IDEACENTER COMPUTER | $917 | $275 | $642 |
| DESK AND CONFERENCE TABLE | $1,250 | $188 | $1,062 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CASH SURRENDER VALUE - INSURANCE | $243,213 | ||
| BENEFICAL INTEREST IN A PERPETUAL TRUST | $343,890 | $378,270 | $378,270 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE EXPENSE | Desc |
| Revenue And Expenses Per Books | $62,055 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $6,206 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $64,884 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $377 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $377 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $377 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN(LOSS) ON INVESTMENTS | $488,279 |
| UNREALIZED GAIN(LOSS) ON INVESTMENTS | $34,380 |
| LIFE INSURANCE DEATH BENEFIT, NET | $556,787 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $55,839 | Amt |
| Net Investment Income | $55,839 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $12,046 | $3,011 | $9,035 |
| FEDERAL EXCISE TAX | $18,932 | $18,932 | $0 |
| FOREIGN TAXES | $5,764 | $5,764 | $0 |