WASHINGTON SQUARE HEALTH FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WASHINGTON SQUARE HEALTH FOUNDATION INC (EIN 36-1210140)
- Tax period
- 2023-10-01 to 2024-09-30
- Filed
- 2025-02-18
- IRS object ID
- 202530499349100518
- Schema version
- 2023v6.0
- 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
- Distribution From Corpus Election
- Investments Corp Bonds Schedule
- 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
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-02-18T14:36:15+00:00 | ReturnTs |
| Tax Period End | 2024-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350921680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 West Wacker Drive Suite 2600 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606061224 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 361210140 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Washington Square Health Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WASH | BusinessNameControlTxt |
| Phone | 3126646488 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 875 North Michigan Ave 3900 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HOWARD NOCHUMSON | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 3126646488 | PhoneNum |
| Signature | 2025-02-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER BURKE | PreparerPersonNm |
| PTIN | P01342224 | PTIN |
| Phone | 3128997000 | PhoneNum |
| Preparation | 2025-02-18 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $20,050,591 | 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 | $4,474 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $257,588 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $257,588 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,084,404 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,939,826 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,084,404 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $26,536 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,373,002 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,341,992 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $525,724 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $52,572 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $473,151 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $17,643 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $1,764 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $15,878 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $131,203 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $13,120 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $118,083 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $6,520 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $652 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,868 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $53,017 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,302 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $47,715 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,457 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $546 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $4,912 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $29,778 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $347 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $29,431 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $11,491 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $1,149 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $72,012 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $7,201 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $64,810 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $24,938 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $2,494 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $22,444 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $160,228 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $16,023 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $144,205 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,038,011 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $101,170 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $926,497 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $674,654 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $674,654 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,712,665 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $101,170 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,601,151 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$339,663 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,240,822 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,627,981 | CashBOYAmt |
| Cash EOY | $2,169,507 | CashEOYAmt |
| Cash EOYFMV | $2,169,507 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $906,483 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $697,885 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $697,885 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $4,188 | AcctRcvblAmt |
| Acct Rcvbl BOY | $4,659 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $4,188 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $4,188 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl BOY | $0 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $41,876 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $26,063 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $26,063 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $58,671 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $71,800 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $71,800 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $13,481,945 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,697,873 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,697,873 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,129,183 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,336,027 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,336,027 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $0 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $0 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $0 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOYFMV | $0 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $487,964 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $622,338 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $622,338 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $110,485 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $68,629 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $26,725 | LandBOYAmt |
| Land EOY | $41,856 | LandEOYAmt |
| Land EOYFMV | $41,856 | LandEOYFMVAmt |
| Other Assets BOY | $224,511 | OtherAssetsBOYAmt |
| Other Assets EOY | $383,054 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $383,054 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $17,989,998 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,050,591 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,050,591 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $62,506 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $27,184 | AccountsPayableEOYAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $707,731 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $597,170 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $770,237 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $624,354 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $17,219,761 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $19,426,237 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,219,761 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,426,237 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,989,998 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $20,050,591 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,219,761 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$339,663 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,546,139 | OtherIncreasesAmt |
| Subtotal | $19,426,237 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $19,426,237 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SECURITIES | PropertyDesc |
| Gross Sales Price | $5,939,826 | GrossSalesPriceAmt |
| Cost Or Other Basis | $4,855,422 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,084,404 | GainOrLossAmt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $1,084,404 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,084,404 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,247 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $17,247 | SubtotalAmt |
| Tax Based On Investment Income | $17,247 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $20,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,753 | OverpaymentAmt |
| Applied To ES Tax | $2,753 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.WSHF.ORG | WebsiteAddressTxt |
| Individual With Books | CATHERINE KAPELLA | IndividualWithBooksNm |
| Phone | 3126646488 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 875 NORTH MICHIGAN AVE STE 3900 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|
| Barbara Berendt | ||||||||
| 875 North Michigan Ave | Chicago | IL | 60611 | Treasurer / Director | 2.000 | $11,500 | $0 | $0 |
| Catherine M Creticos MD | ||||||||
| 875 North Michigan Ave | Chicago | IL | 60611 | President / Director | 2.000 | $8,000 | $0 | $0 |
| Sandy Goldberg PhD | ||||||||
| 875 North Michigan Ave | Chicago | IL | 60611 | Director | 2.000 | $7,000 | $0 | $0 |
| William N Werner MD MPH | ||||||||
| 875 North Michigan Ave | Chicago | IL | 60611 | Board Chair / Director | 2.000 | $22,000 | $0 | $0 |
| William B Friedeman | ||||||||
| 875 North Michigan Ave | Chicago | IL | 60611 | Secretary / Director | 2.000 | $11,500 | $0 | $0 |
| Howard Nochumson | ||||||||
| 875 North Michigan Ave | Chicago | IL | 60611 | Director Emeritus | 2.000 | $150,212 | $18,826 | $0 |
| Catherine Kapella MPH | ||||||||
| 875 North Michigan Ave | Chicago | IL | 60611 | Executive Director | 40.000 | $252,670 | $83,974 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Roseland Community Hospital - 3D Mammography Mobile Mammo Coach | Description1Txt |
| Expenses1 | $325,000 | Expenses1Amt |
| Total | $325,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $18,584,917 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $636,487 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $103,385 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,324,789 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $19,324,789 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $289,872 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,034,917 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $951,746 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $951,746 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,247 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,247 | TotalTaxAmt |
| Distributable Before Adj | $934,499 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $934,499 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $934,499 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,601,151 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $325,000 | ProgramRelatedInvstTotalAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,926,151 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $934,499 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $430,743 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $672,248 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $200,622 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $288,094 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $360,890 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,952,597 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,926,151 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $4,474 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $934,499 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $987,178 | RemainingDistriFromCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,944,249 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $4,474 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $430,743 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,509,032 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $667,774 | ExcessFromYear4Amt |
| Excess From Year3 | $200,622 | ExcessFromYear3Amt |
| Excess From Year2 | $288,094 | ExcessFromYear2Amt |
| Excess From Year1 | $360,890 | ExcessFromYear1Amt |
| Excess From Current Year | $991,652 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Catherine Kapella | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 875 NORTH MICHIGAN AVE SUITE 3516 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3126646488 | RecipientPhoneNum |
| Form And Info And Materials | Visit the website for the organization's grant guidelines & application: http://wshf.org/general-guidelines/ | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | GRANT SUBMISSIONS WERE ACCEPTED ON A CONTINUOUS ROLLING BASIS FOR EITHER THE 12/1 OR 6/1 DEADLINES. | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (66 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| A Silver Lining Foundation | ||||||||
| 134 N LaSalle Street Suite 2050 | Chicago | IL | 60602 | NONE | PC | Dr. Sandy Goldberg's Board of Director Grant to A Silver Lining Foundation for Mammography | $10,000 | |
| A Silver Lining Foundation | ||||||||
| 134 N LaSalle Street Suite 2050 | Chicago | IL | 60602 | NONE | PC | Dr. Catherine M. Creticos' Board of Director Grant to A Silver Lining Foundation for Mammography | $3,500 | |
| A Silver Lining Foundation | ||||||||
| 134 N LaSalle Street Suite 2050 | Chicago | IL | 60602 | NONE | PC | Barbara Berendt's Board of Director Grant to A Silver Lining Foundation | $2,000 | |
| Advocate Charitable Foundation | ||||||||
| 2025 S Windsor Drive | Oak Brook | IL | 60523 | NONE | PC | A Special Designated Grant to the Angelo P. Creticos, MD Lectureship Fund for support of the Dr. Steven Rosen Lecture on May 2, 2024 at Advocate Illinois Masonic Medical Center | $7,000 | |
| Advocate Charitable Foundation | ||||||||
| 2025 S Windsor Drive | Oak Brook | IL | 60523 | NONE | PC | Dr. Catherine M. Creticos' Board of Director Grant to the Angelo P. Creticos, MD Lectureship Fund at Advocate Illinois Masonic Medical Center | $1,000 | |
| Advocate Charitable Foundation | ||||||||
| 2025 S Windsor Drive | Oak Brook | IL | 60523 | NONE | PC | Dr. Catherine M. Creticos' Board of Director Grant to the Anastasia and Angelo P. Creticos, MD Medical Innovation Endowment at Advocate Illinois Masonic Medical Center. | $500 | |
| Advocate Charitable Foundation | ||||||||
| 2025 S Windsor Drive | Oak Brook | IL | 60523 | NONE | PC | Dr. Catherine M. Creticos' Board of Director Grant to the Angelo P. Creticos, MD Cancer Center at Advocate Illinois Masonic Medical Center | $1,000 | |
| Advocate Charitable Foundation | ||||||||
| 2025 S Windsor Drive | Oak Brook | IL | 60523 | NONE | PC | Dr. William N. Werner's Board of Director Grant to the Angelo P. Creticos, MD Cancer Center at Advocate Illinois Masonic Medical Center | $3,000 | |
| Alexian Brothers Bonaventure House | ||||||||
| 825 West Wellington | Chicago | IL | 60657 | NONE | PC | Dr. Catherine M. Creticos' Board of Director Grant to Alexian Brothers Bonaventure House | $500 | |
| Ann & Robert H Lurie Children's Hospital of Chicago | ||||||||
| 225 E Chicago Ave Box 4 | Chicago | IL | 60611 | NONE | PC | Utilizing High Fidelity Simulation to Improve Pediatric Emergency Readiness Across the Care Continuum | $36,114 | |
| Ann & Robert H Lurie Children's Hospital of Chicago | ||||||||
| 225 E Chicago Ave Box 4 | Chicago | IL | 60611 | NONE | PC | Hematology, Oncology and Stem Cell Transplantation Fellowship Program | $30,000 | |
| Ann & Robert H Lurie Children's Hospital of Chicago | ||||||||
| 225 E Chicago Ave Box 4 | Chicago | IL | 60611 | NONE | PC | Hematology, Oncology and Stem Cell Transplantation Fellowship Program | $30,000 | |
| Breakthrough Urban Ministries | ||||||||
| 402 N St Louis Ave | Chicago | IL | 60624 | NONE | PC | Behavioral Health - Peer Engagement Initiative | $10,000 | |
| Buffalo AKG Art Museum | ||||||||
| 1285 Elmwood Avenue | Buffalo | NY | 14222 | NONE | PC | Mr. William B. Friedeman's Board of Director Grant to Buffalo AKG Art Museum for the Our Access Program. | $3,000 | |
| Buffalo Therapeutic Riding Center | ||||||||
| 950 Amherst Street | Buffalo | NY | 14216 | NONE | PC | William B. Friedeman's Board of Director Grant to Buffalo Therapeutic Riding Center for Program Support | $2,000 | |
| ChesedChicago | ||||||||
| 7045 N Ridgeway | Lincolnwood | IL | 60712 | NONE | PC | Healthy and Safe Food Distribution | $55,000 | |
| ChesedChicago | ||||||||
| 7045 N Ridgeway | Lincolnwood | IL | 60712 | NONE | PC | Howard Nochumson's Board of Director Grant to the ChesedChicago for Program Support | $1,000 | |
| Chicago Children's Advocacy Center | ||||||||
| 1240 S Damen Ave | Chicago | IL | 60608 | NONE | PC | Adolescent Therapy Groups | $10,000 | |
| Chicago Diabetes Project | ||||||||
| 1074 W Taylor Street Ste 233 | Chicago | IL | 60607 | NONE | PC | Chicago Diabetes Project (CDP)- Scientific Update Meeting | $38,617 | |
| Chicago Diabetes Project | ||||||||
| 1074 W Taylor Street Ste 233 | Chicago | IL | 60607 | NONE | PC | Chicago Diabetes Project (CDP)- Scientific Update Meeting | $30,000 | |
| Chicago Hearing Society | ||||||||
| 1945 W Wilson Ave Suite 3000 | Chicago | IL | 606405256 | NONE | PC | CHS Hearing Health Clinic Audiology Testing Equipment | $16,761 | |
| Companion Connection Program of Colorado Horse Rescue | ||||||||
| 10386 N 65th St | Longmont | CO | 80503 | NONE | PC | William B. Friedeman's Board of Director Grant to the Companion Connnection Program of Colorado Horse Rescue | $2,000 | |
| Council on Foundations | ||||||||
| 1828 L Street NW Suite 300 | Washington | DC | 20036 | NONE | PC | Foundation Designated Grant | $3,000 | |
| Elmhurst Memorial Healthcare Group | ||||||||
| 155 E Brush Hill Rd | Elmhurst | IL | 60126 | NONE | PC | Barbara Berendt's Board of Director Grant to Elmhurst Memorial Hospital Foundation in recognition of the excellent care received from Edwards Elmhurst staff in general, and in particular the Pulmonary Rehabilitation Program staff | $3,000 | |
| Epilepsy Foundation of Greater Chicago | ||||||||
| 17 N State Street Suite 650 | Chicago | IL | 60602 | NONE | PC | Catherine Kapella, MPH's Board Officer Grant to the Epilepsy Foundation Greater Chicago for Program Support | $2,000 | |
| Food for Greater Elgin | ||||||||
| 1553 Commerce Dr | Elgin | IL | 60123 | NONE | PC | Barbara Berendt's Board of Director Grant to Food for Greater Elgin for Program Support | $1,000 | |
| Friends of Refugees of Eastern Europe (FREE) Inc | ||||||||
| 2935 W Devon Avenue | Chicago | IL | 60659 | NONE | PC | Howard Nochumson's Board of Director Grant to F.R.E.E. of Chicago for Program Support | $1,000 | |
| Gilda's Club Chicago | ||||||||
| 537 N Wells St | Chicago | IL | 60654 | NONE | PC | One to One Counseling Services | $22,750 | |
| Gilda's Club Chicago | ||||||||
| 537 N Wells St | Chicago | IL | 60654 | NONE | PC | Catherine Kapella, MPH's Board Officer Grant to Gilda's Club Chicago for Program Support | $1,000 | |
| Grantmakers In Health | ||||||||
| 1100 Connecticut Avenue NW Suite | Washington | DC | 20036 | NONE | PC | Foundation Designated Grant | $3,325 | |
| Health and Medicine Policy Research Group | ||||||||
| 29 E Madison Suite 602 | Chicago | IL | 60602 | NONE | PC | Unifying Public Health in Chicago and Cook County | $17,160 | |
| Health and Medicine Policy Research Group | ||||||||
| 29 E Madison Suite 602 | Chicago | IL | 60602 | NONE | PC | Unifying Public Health in Chicago and Cook County | $17,160 | |
| Howard Brown Health Center | ||||||||
| 4025 N Sheridan Rd | Chicago | IL | 60640 | NONE | PC | Dr. Catherine M. Creticos' Board of Director Grant to Howard Brown Health Center for Clinical Research | $2,500 | |
| ILLini Chabad | ||||||||
| 209 E Armory Ave | Champaign | IL | 61820 | NONE | PC | Howard Nochumson's Board of Director Grant to ILLini Chabad for Program Support | $1,000 | |
| Institute of Medicine of Chicago | ||||||||
| 332 South Michigan Avenue Suite 525 | Chicago | IL | 60604 | NONE | PC | Special Designated Grant for Program Support | $3,500 | |
| Institute of Medicine of Chicago | ||||||||
| 332 South Michigan Avenue Suite 525 | Chicago | IL | 60604 | NONE | PC | A Special Designated Grant to the Institute of Medicine of Chicago for support of the Artificial Intelligence & Public Health Webinar on October 29, 2024 | $3,000 | |
| La Rabida Children's Hospital | ||||||||
| 6501 S Promontory Drive | Chicago | IL | 60649 | NONE | PC | Dr. Catherine M. Cretico's Board of Director Grant to La Rabida Children's Hospital | $500 | |
| La Rabida Children's Hospital | ||||||||
| 6501 S Promontory Drive | Chicago | IL | 60649 | NONE | PC | La Rabida Inpatient Unit Redesign | $25,000 | |
| Lawndale Christian Health Center | ||||||||
| 3860 W Ogden Ave | Chicago | IL | 60623 | NONE | PC | Program for All Inclusive Care for the Elderly (PACE) Implementation | $10,000 | |
| Lead Abatement Resource Center | ||||||||
| 600 W Van Buren St Ste 500 | Chicago | IL | 60607 | NONE | PC | Pathways in Lead-Children and Communities: Funding for the Elimination of Childhood and Community Lead Poisoning in Chicago | $10,000 | |
| Mcdermott Center dba Haymarket Center | ||||||||
| 932 W Washington St | Chicago | IL | 60607 | NONE | PC | Becoming Haymarket Center Health - A Federally Qualified Health Center Look Alike Homeless Care Provider | $18,168 | |
| Near North Health Service Corporation | ||||||||
| 1276 N Clybourn Avenue | Chicago | IL | 606102089 | NONE | PC | Integrated Mobile Healthcare and Outreach | $12,500 | |
| North Park Friendship Center | ||||||||
| 3448 W Foster Ave | Chicago | IL | 60625 | NONE | PC | Dr. William N. Werner's Board of Director Grant to the North Park Friendship Center Food Pantry | $3,000 | |
| Northwestern Memorial Hospital Foundation | ||||||||
| 541 N Fairbanks Court Suite 800 | Chicago | IL | 60611 | NONE | PC | Barbara Berendt's Board of Director Grant to Northwestern Memorial Foundation in recognition of the excellent care received from surgeons Dr. Christopher Malaisrie, Dr. Stephen F Chiu, Dr. Daniel R Schimmel, and Dr. Michael J Cuttica. | $4,000 | |
| Northwestern University Feinberg School of Medicine | ||||||||
| 710 N Lake Shore Drive | Chicago | IL | 60611 | NONE | PC | Catherine Kapella, MPH's Board Officer Grant to Northwestern University to advance the research of Dr. Amani Fawzi | $5,000 | |
| Polish American Association | ||||||||
| 3834 N Cicero Ave | Chicago | IL | 60641 | NONE | PC | Catherine Kapella's Board Officer Grant to Polish American Association for Program Support | $2,000 | |
| Primo Center For Women and Children | ||||||||
| 6212 S Sangamon St | Chicago | IL | 60621 | NONE | PC | PRI Foregiveness | $28,674 | |
| Project Seed of Suburban Chicago Inc | ||||||||
| 6045 N Monticello Avenue | Chicago | IL | 60659 | NONE | PC | Howard Nochumson's Board of Director Grant to Project Seed, Torah Center of Suburban Chicago for Program Support | $2,000 | |
| Project Seed of Suburban Chicago Inc | ||||||||
| 6045 N Monticello Avenue | Chicago | IL | 60659 | NONE | PC | Howard Nochumson's Board of Director Grant to Project Seed, Torah Center of Suburban Chicago for Program Support | $1,000 | |
| Project Seed of Suburban Chicago Inc | ||||||||
| 6045 N Monticello Avenue | Chicago | IL | 60659 | NONE | PC | Howard Nochumson's Board of Director Grant to Project Seed, Torah Center of Suburban Chicago for Program Support | $2,700 | |
| Ray Graham Association for People with Disabilities | ||||||||
| 901 Warrenville Rd Suite 500 | Lisle | IL | 60532 | NONE | PC | Dr. Catherine M. Creticos' Board of Director Grant to the Hanson Center Therapeutic Riding Program at Ray Graham Association for People with Disabilities. | $500 | |
| Rosalind Franklin University of Medicine and Science | ||||||||
| 3333 Green Bay Road | North Chicago | IL | 60064 | NONE | PC | The Washington Square Health Foundation Nursing Scholarship Program | $12,500 | |
| Rosalind Franklin University of Medicine and Science | ||||||||
| 3333 Green Bay Road | North Chicago | IL | 60064 | NONE | PC | The Washington Square Health Foundation Nursing Scholarship Program | $12,500 | |
| Roseland Community Hospital | ||||||||
| 45 West 111th Street | Chicago | IL | 60628 | NONE | PC | PRI Foregiveness | $37,447 | |
| Rush University Medical Center | ||||||||
| 1700 W Van Buren St Suite 250 | Chicago | IL | 60612 | NONE | PC | William B. Friedeman's Board of Director Grant to The Woman's Board of Rush University Medical Center in honor of Laurie S. Friedeman's Decades of Service | $1,000 | |
| Shirley Ryan AbilityLab | ||||||||
| 355 E Erie Street | Chicago | IL | 60611 | NONE | PC | Exploring a New Nonsurgical Treatment for Muscle Contractures in Cerebral Palsy | $43,478 | |
| Sinai Chicago | ||||||||
| 1500 S Fairfield Ave c/o Office of | Chicago | IL | 60608 | NONE | PC | Special Designated Grant to Sinai Chicago | $5,000 | Development |
| St Anthony Hospital | ||||||||
| 2875 W 19TH ST | Chicago | IL | 60623 | NONE | PC | PRI Foregiveness | $30,000 | |
| The Kedzie CenterExpanded Mental Health Services Of Chicago | ||||||||
| 4141 N Kedzie Ave Suite 2 | Chicago | IL | 60618 | NONE | PC | Dr. William N. Werner's Board of Director Grant to The Kedzie Center for Program Support | $1,000 | |
| Torah Academy of Buffalo Grove | ||||||||
| 720 Armstrong Drive | Buffalo Grove | IL | 60089 | NONE | PC | Howard Nochumson's Board of Director Grant to Torah Academy of Buffalo Grove for Program support for Children with Physical and Mental Challenges. | $1,000 | |
| Torah Academy of Buffalo Grove | ||||||||
| 720 Armstrong Drive | Buffalo Grove | IL | 60089 | NONE | PC | Howard Nochumson's Board of Director Grant to Torah Academy of Buffalo Grove To Replace Defibrillator Pads. | $300 | |
| Trinity Episcopal Church | ||||||||
| 275 East Spain Street | Sonoma | CA | 95476 | NONE | PC | Mr. William B. Friedeman's Board of Director Grant to Trinity Episcopal Church for the Mindfulness, Health, and Well Being Ministry in memory of Joan Biersch | $1,500 | |
| Trinity Episcopal Church | ||||||||
| 275 East Spain Street | Sonoma | CA | 95476 | NONE | PC | Mr. William B. Friedeman's Board of Director Grant to Trinity Episcopal Church for the Mindfulness, Health, and Well Being Ministry in memory of Joan Biersch | $500 | |
| University of Chicago Medical Center | ||||||||
| 130 East Randolph Street Suite 2500 | Chicago | IL | 60601 | NONE | PC | Dr. William N. Werner's Board of Director Grant to the University of Chicago Medicine and Biological Sciences Development for Leukemia Research | $3,000 | |
| University of Illinois at Chicago School of Public Health | ||||||||
| 2121 W Taylor Street MC 922 | Chicago | IL | 606127260 | NONE | PC | Special Designated Grant to UIC School of Public Health to Sponsor the Alumni Awards Celebration on November 7, 2024 | $6,000 | |
| Wauconda Fire Rescue Association | ||||||||
| 109 W Liberty Street | Wauconda | IL | 60084 | NONE | PC | Mobile Integrated Healthcare - Community Paramedicine (MIHCP) | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $674,654 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $257,588 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,084,404 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,341,992 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,341,992 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $53,017 | Amt |
| Net Investment Income | $5,302 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $47,715 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Equipment | PropertyDesc |
| Current Year Expense | $11,491 | CurrentYearExpenseAmt |
| Net Investment Income | $1,149 | NetInvestmentIncomeAmt |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | SEE ATTACHED STATEMENT | ElectionDesc |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE BONDS | $303,313 | $303,313 |
| Mutual Funds | $1,032,714 | $1,032,714 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DOM. SMALL CAP MUTUAL FUNDS | $1,702,229 | $1,702,229 |
| DOM. LARGE CAP MUTUAL FUNDS | $5,432,411 | $5,432,411 |
| INTERNATIONAL EQUITY FUNDS | $432,225 | $432,225 |
| DOM. MIDDLE CAP MUTUAL FUNDS | $2,090,248 | $2,090,248 |
| Equities | $5,040,760 | $5,040,760 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $71,800 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $71,800 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | DIVIDEND APPRECIATION INDEX | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $622,338 | BookValueAmt |
| EOYFMV | $622,338 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | EQUIPMENT | CategoryOrItemTxt |
| Cost Or Other Basis | $110,485 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $68,629 | AccumulatedDepreciationAmt |
| Book Value | $41,856 | BookValueAmt |
| EOYFMV | $41,856 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $6,520 | LegalFeesAmt |
| Net Investment Income | $652 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,868 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| RENT SECURITY DEPOSIT | $6,971 | $6,971 | $6,971 |
| PROGRAM RELATED INVESTMENTS | $217,540 | $376,083 | $376,083 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $5,166 | $517 | $4,650 |
| OFFICE SUPPLIES | $64,468 | $6,446 | $58,021 |
| BOARD DIRECTED PROGRAMS | $529 | $53 | $476 |
| DUES & SUBSCRIPTIONS | $7,888 | $789 | $7,099 |
| SERVICE CONTRACTS | $19,870 | $1,987 | $17,883 |
| BANK CHARGES | $21,207 | $2,121 | $19,086 |
| BOARD MEETINGS | $35,278 | $3,528 | $31,750 |
| ASSOCIATE DIRECTOR EXPENSE | $142 | $14 | $128 |
| TRANSITION COSTS | $1,509 | $151 | $1,358 |
| BOARD DEVELOPMENT | $702 | $70 | $632 |
| REPAIRS AND MAINTENANCE | $3,469 | $347 | $3,122 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal Excise Tax | Desc |
| Revenue And Expenses Per Books | $26,536 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $2,546,139 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EMPLOYEE BENEFIT PLAN | Desc |
| BOY Book Value | $707,731 | BOYBookValueAmt |
| EOY Book Value | $597,170 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $5,457 | Amt |
| Net Investment Income | $546 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,912 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Payroll Tax | CategoryTxt |
| Amt | $29,778 | Amt |
| Net Investment Income | $347 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $29,431 | DisbursementsCharitablePrpsAmt |