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ALPHAWOOD FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
ALPHAWOOD FOUNDATION (EIN 36-3805338)
Tax period
2024-03-01 to 2025-02-28
Filed
2025-12-18
IRS object ID
202543529349100314
Schema version
2024v5.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-12-18T14:46:34-06:00ReturnTs
Tax Period End2025-02-28TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1920 5TH AVENUE SUITE 2800AddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98104ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-03-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN363805338EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ALPHAWOOD FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlALPHBusinessNameControlTxt
Phone7734778984PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12401 N HALSTED ST STE 210AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60614ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOAN BARRYPersonNm
Person TitleASSTNT TREASURERPersonTitleTxt
Phone7739755722PhoneNum
Signature2025-10-22SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSUE ROBISONPreparerPersonNm
PTINP00560072PTIN
Phone2062814444PhoneNum
Preparation2025-10-22PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$59,571,823FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$1,897,248DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,930,343DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$15,288,386NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$20,000,000GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$15,276,642CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$820,777OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm-$3OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$18,006,411TotalRevAndExpnssAmt
Total Net Invst Incm$17,206,982TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$340,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$297,115CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$181,222OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$181,222OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$56,415PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$34,191PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$9,308LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$5,336LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$95,050AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$95,050AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$11,155OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$10,955OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$30,971InterestRevAndExpnssAmt
Interest Net Invst Incm$0InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$30,971InterestDsbrsChrtblAmt
Taxes Rev And Expnss$150,065TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$26,018TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$11,249TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$10,213TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$3,606,340OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$56,343OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$3,508,564OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,491,775TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$56,343TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,199,635TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$7,116,852ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$8,090,605ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$11,608,627TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$56,343TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$12,290,240TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$6,397,784ExcessRevenueOverExpensesAmt
Net Investment Income$17,150,639NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$12,611,288SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$22,087,385SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$22,087,385SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$2,200AcctRcvblAmt
Acct Rcvbl EOY$2,200AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$2,200AcctRcvblEOYFMVAmt
Inventories BOY$474,225InventoriesBOYAmt
Inventories EOY$508,200InventoriesEOYAmt
Inventories EOYFMV$508,200InventoriesEOYFMVAmt
Prepaid Expenses BOY$22,991PrepaidExpensesBOYAmt
Prepaid Expenses EOY$170,388PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$170,388PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$48,689,676CorporateStockBOYAmt
Corporate Stock EOY$35,269,463CorporateStockEOYAmt
Corporate Stock EOYFMV$35,269,463CorporateStockEOYFMVAmt
Other Investments BOY$3,339,556OtherInvestmentsBOYAmt
Other Investments EOY$1,534,187OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,534,187OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$53,151LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$53,151LandBldgEquipAccumDeprecAmt
Total Assets BOY$65,137,736TotalAssetsBOYAmt
Total Assets EOY$59,571,823TotalAssetsEOYAmt
Total Assets EOYFMV$59,571,823TotalAssetsEOYFMVAmt
Accounts Payable BOY$127,528AccountsPayableBOYAmt
Accounts Payable EOY$173,807AccountsPayableEOYAmt
Grants Payable BOY$2,390,161GrantsPayableBOYAmt
Grants Payable EOY$1,478,350GrantsPayableEOYAmt
Other Liabilities BOY$365,086OtherLiabilitiesBOYAmt
Other Liabilities EOY$255,045OtherLiabilitiesEOYAmt
Total Liabilities BOY$2,882,775TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,907,202TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$62,254,961NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$57,664,621NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$62,254,961TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$57,664,621TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$65,137,736TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$59,571,823TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$62,254,961TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$6,397,784ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$68,652,745SubtotalAmt
Other Decreases$10,988,124OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$57,664,621TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
VANGUARD MARKETABLE SECURITIES$20,000,000$4,711,614$15,288,386$15,288,386
CAPITAL LOSSES FROM K-1$11,744-$11,744-$11,744P
FieldValueIRS element (for citing)
Capital Gain Net Income$15,276,642CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$238,394InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$238,394SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$238,394TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$310,538EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$310,538TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$72,144OverpaymentAmt
Applied To ES Tax$72,144AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled EntityYes (1)OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressALPHAWOODFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksJOAN BARRYIndividualWithBooksNm
Phone7739755722PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12401 HALSTED ST STE 200AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60614ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CHIRAG BADLANI
2401 N HALSTED ST STE 210CHICAGOIL60614EXE. DIRECTOR/GENERAL COUNSEL40.00$280,000$30,838$0
FRED EYCHANER
2401 N HALSTED ST STE 210CHICAGOIL60614PRESIDENT/TREASURER/DIRECTOR1.00$0$0$0
TOM YODER
2401 N HALSTED ST STE 210CHICAGOIL60614VICE-PRESIDENT/DIRECTOR1.00$12,000$0$0
MARK ISHAUG
2401 N HALSTED ST STE 210CHICAGOIL60614SECRETARY / DIRECTOR1.00$12,000$0$0
JOAN BARRY
2401 N HALSTED ST STE 210CHICAGOIL60614ASSISTANT TREASURER1.00$0$0$0
KIM FOXX
2401 N HALSTED ST STE 210CHICAGOIL60614DIRECTOR (AS OF 11/24)1.00$12,000$0$0
CHARLES GROSS
2401 N HALSTED ST STE 210CHICAGOIL60614DIRECTOR1.00$0$0$0
BARBARA RICHARDSON
2401 N HALSTED ST STE 210CHICAGOIL60614DIRECTOR1.00$12,000$0$0
ROY WESLEY
2401 N HALSTED ST STE 210CHICAGOIL60614DIRECTOR1.00$12,000$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
KAMILA MUHAMMAD
2401 N HALSTED ST STE 210CHICAGOIL60614PROGRAM OFFICER40.00$94,344$12,683$0
MELISSA TERRELL
2401 N HALSTED ST STE 210CHICAGOIL60614OFFICE MANAGER40.00$86,878$12,895$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmtAddress Line2USAddress/AddressLine2Txt
NEWSWEB LLC
2401 N HALSTED ST STE 200CHICAGOIL60614SUPPORT SERVICES$2,306,428
INNOVATIVE SECURITY SOLUTIONS INC
7545 S WESTERN AVECHICAGOIL60620SECURITY SERVICES$529,025
ALLIED ADVERTISING LP
100 W HARRISON ST SOUTH TOUR STESEATTLEWA98119MARKETING/ADVERTISING$279,081430
US ART COMPANY INC
4400 W OHIO STCHICAGOIL60624SHIPPING SERVICES$173,769
ARTIFACT (WINDY CITY FINE FRAMING LLC)
840 N MILWAUKEE AVECHICAGOIL60642ART CONSERVATION/RESTORATION$132,193
FieldValueIRS element (for citing)
Contractor Paid Over50k10ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1ALPHAWOOD EXHIBITIONS LLC: THE FOUNDATION FORMED A LIMITED LIABILITY COMPANY NAMED ALPHAWOOD EXHIBITIONS LLC ON MARCH 22, 2016. ALPHAWOOD EXHIBITIONS LLC WAS FORMED TO ORGANIZE AND PRESENT CULTURAL AND ART EXHIBITIONS AND TO ENGAGE IN ANY OTHER LAWFUL BUSINESS OR ACTIVITY THAT IS NECESSARY OR CONVENIENT TO THE BUSINESS AND PURPOSE OF THE FOUNDATION. ALPHAWOOD EXHIBITIONS LLC IS CONSIDERED A DISREGARDED ENTITY.Description1Txt
Expenses1$3,362,769Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$40,219,069AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$18,555,554AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$2,662,955FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$61,437,578TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$61,437,578AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$921,564CashDeemedCharitableAmt
Net Vl Noncharitable Assets$60,516,014NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,025,801MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,025,801MinimumInvestmentReturnAmt
Tax Based On Investment Income$238,394TaxBasedOnInvestmentIncomeAmt
Total Tax$238,394TotalTaxAmt
Distributable Before Adj$2,787,407DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$2,787,407DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$2,787,407DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$12,290,240ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$12,290,240QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,787,407DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$5,756,182ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$5,662,916ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$12,601,220ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$8,357,606ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$12,581,051ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$44,958,975TotalExcessDistributionCyovAmt
Qualifying Distributions$12,290,240QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,787,407AppliedToCurrentYearAmt
Remaining Distri From Corpus$9,502,833RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$54,461,808TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$5,756,182ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$48,705,626ExcessDistriCyovToNextYrAmt
Excess From Year4$5,662,916ExcessFromYear4Amt
Excess From Year3$12,601,220ExcessFromYear3Amt
Excess From Year2$8,357,606ExcessFromYear2Amt
Excess From Year1$12,581,051ExcessFromYear1Amt
Excess From Current Year$9,502,833ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerFRED EYCHANERContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonALPHAWOOD FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12401 N HALSTED ST STE 210AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60614ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7734778984RecipientPhoneNum
Form And Info And MaterialsSEE STATEMENT 18FormAndInfoAndMaterialsTxt
Submission DeadlinesSEE STATEMENT 18SubmissionDeadlinesTxt
Restrictions On AwardsSEE STATEMENT 18RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (126 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2TxtAddress Line1RecipientForeignAddress/AddressLine1TxtProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
ABOUT FACE THEATRE
1922 W IRVING PARK RDCHICAGOIL60613PCGENERAL OPERATIONS$20,000
ADMINISTRATORS OF THE TULANE EDUCATION FUND
1555 POYDRAS STREET SUITE 1000NEW ORLEANSLA70112PCSUPPORT FOR ARCHAEOLOGICAL RESEARCH AND FIELDWORK OF DR. MARCELLO CANUTO$37,160
AFFINITY COMMUNITY SERVICES
2850 S WABASH AVE 108CHICAGOIL60616PCGENERAL OPERATIONS$30,000
AIDS FOUNDATION OF CHICAGO
200 WEST MONROE STREET SUITE 1150CHICAGOIL60606PCGENERAL OPERATIONS$275,000
ALBANY PARK THEATER PROJECT
PMB120 3320 W FOSTER AVECHICAGOIL60625PCGENERAL OPERATIONS$25,000
ASIAN AMERICANS ADVANCING JUSTICE
4716 N BROADWAYCHICAGOIL60640PCGENERAL OPERATIONS$35,000
ASIAN IMPROV ARTS MIDWEST
4875 N ELSTON AVENUECHICAGOIL60630PCGENERAL OPERATIONS$20,000
BENTON INSTITUTE FOR BROADBAND & SOCIETY
1041 RIDGE ROAD 214WILMETTEIL60091POFSUPPORT FOR BROADBAND ACCESS IN ILLINOIS$50,000
BEYOND LEGAL AID
17 N STATE ST SUITE 1380CHICAGOIL60602PCGENERAL OPERATIONS$75,000
BRANDEIS UNIVERSITY
415 SOUTH STREET MS 116WALTHAMMA02453PCSUPPORT FOR ARCHAEOLOGICAL RESEARCH AND FIELDWORK OF DR. CHARLES GOLDEN$37,500
BRAVE SPACE ALLIANCE
1515 E 52ND PLCHICAGOIL60615PCGENERAL OPERATIONS$20,000
CABRINI GREEN LEGAL AID
6 S CLARK ST SUITE 200CHICAGOIL60603PCGENERAL OPERATIONS$30,000
CENTER FOR NATIVE FUTURES
56 W ADAMS STREET SUITE 102CHICAGOIL60603PCGENERAL OPERATIONS$30,000
CENTER FOR TAX AND BUDGET ACCOUNTABILITY
430 S MICHIGAN AVENUE AUD 874CHICAGOIL60605PCGENERAL OPERATIONS$50,000
CENTER ON HALSTED
3656 N HALSTED STCHICAGOIL60613PCGENERAL OPERATIONS$125,000
CHICAGO ABORTION FUND
800 W BUENA AVECHICAGOIL60613PCGENERAL OPERATIONS$75,000
CHICAGO ALLIANCE AGAINST SEXUAL EXPLOITATION
307 N MICHIGAN AVE SUITE 1020CHICAGOIL60601PCGENERAL OPERATIONS$30,000
CHICAGO BLACK GAY MEN'S CAUCUS
2930 S MICHIGAN AVE SUITE 103BCHICAGOIL60616PCGENERAL OPERATIONS$15,000
CHICAGO COMMUNITY FOUNDATION
33 S STATE ST SUITE 750CHICAGOIL60603PCILLINOIS IMMIGRANT FUNDERS COLLABORATIVE$50,000
CHICAGO DANCE CRASH
3920 N GREENVIEW AVE 1RCHICAGOIL60613PCGENERAL OPERATIONS$20,000
CHICAGO DEBATE COMMISSION
67 E MADISON ST STE 1616CHICAGOIL60602PCGENERAL OPERATIONS$50,000
CHICAGO HISTORICAL SOCIETY
1601 N CLARK STCHICAGOIL60614PCARCHITECTURE COLLECTION AT THE CHICAGO HISTORY MUSEUM$50,000
CHICAGO LAWYERS' COMMITTEE FOR CIVIL RIGHTS
100 N LASALLE ST SUITE 600CHICAGOIL60602PCGENERAL OPERATIONS$75,000
CHICAGO MUSICAL PATHWAYS INITIATIVE
38 S PEORIA STCHICAGOIL60607PCGENERAL OPERATIONS$25,000
CHICAGO PUBLIC ART GROUP
3314 S MORGAN ST UNIT 1CHICAGOIL60608PCGENERAL OPERATIONS$75,000
CHICAGO SINFONIETTA
70 E LAKE ST SUITE 1430CHICAGOIL60601PCGENERAL OPERATIONS$30,000
CHICAGO WEST COMMUNITY MUSIC CENTER
100 N CENTRAL PARK AVECHICAGOIL60624PCGENERAL OPERATIONS$20,000
CHICAGO WOMEN IN TRADES
2444 W 16TH ST SUITE 3ECHICAGOIL60608PCGENERAL OPERATIONS$50,000
CHICAGO WORKERS COLLABORATIVE
6975 CERMAK RDBERWYNIL60402PCGENERAL OPERATIONS$40,000
CONGO SQUARE THEATRE COMPANY
1016 N DEARBORNCHICAGOIL60610PCGENERAL OPERATIONS$25,000
CROSSROADS FUND
3411 W DIVERSEY AVE SUITE 20CHICAGOIL60647PCGIVING PROJECT$2,500
DANCE CENTER OF COLUMBIA COLLEGE
1306 S MICHIGAN AVECHICAGOIL60605PCGENERAL OPERATIONS$25,000
DANCEUSA
PO BOX 420027WASHINGTONDC20042PCSUPPORT FOR 2025 NATIONAL CONFERENCE$15,000
DEEPLY ROOTED DANCE THEATER
17 N STATE STREET 19TH FLOORCHICAGOIL60602PCGENERAL OPERATIONS$25,000
DOCOMOMO US
PO BOX 230977NEW YORKNY10023PCGENERAL OPERATIONS$30,000
ENRICH CHICAGO
1440 W TAYLOR ST 355CHICAGOIL60607PCGENERAL OPERATIONS$20,000
EQUALITY ILLINOIS INSTITUTE
PO BOX 1313CHICAGOIL60690PCGENERAL OPERATIONS$60,000
ETA CREATIVE ARTS FOUNDATION
7558 S SOUTH CHICAGO AVENUECHICAGOIL60619PCGENERAL OPERATIONS$20,000
FORWARD MOMENTUM CHICAGO
1530 SOUTH STATE STREET UNIT G-01CHICAGOIL60605PCGENERAL OPERATIONS$25,000
FOUR FREEDOMS PARK CONSERVANCY INC
PO BOX 5475NEW YORKNY10185PCGRANT IN HONOR OF JAMES MCDONOUGH, PUBLICATION SUPPORT FOR LOUIS KAHN MEMORIAL TO FDR$60,000
FREE SPEECH FOR PEOPLE INC
505 W 38TH ST UNIT A4AUSTINTX78705PCGENERAL OPERATIONS$50,000
FRIENDS OF THE CHICAGO GAY AND LESBIAN HALL OF FAME
3712 N BROADWAY 637CHICAGOIL60613PCGENERAL OPERATIONS$5,000
FRIENDS OF THE PARKS
67 E MADISON ST SUITE 1817CHICAGOIL60603PCGENERAL OPERATIONS$130,000
GERBER HART LIBRARY AND ARCHIVES
6500 N CLARK STCHICAGOIL60626PCGENERAL OPERATIONS$40,000
GILLOURY INSTITUTE DBA SILK ROAD CULTURAL CENTER
150 N MICHIGAN AVE SUITE 1970CHICAGOIL60601PCGENERAL OPERATIONS$20,000
GLESSNER HOUSE MUSEUM
1800 S PRAIRIE AVENUECHICAGOIL60616PCGENERAL OPERATIONS$50,000
GROW GREATER ENGLEWOOD
6533 SOUTH STEWART AVENUECHICAGOIL60621PCSUPPORT FOR GROW PARK CAMPUS$250,000
GUS GIORDANO'S JAZZ DANCE CHICAGO
1754 N CLARK STCHICAGOIL60614PCGENERAL OPERATIONS$15,000
HOWARD BROWN HEALTH CENTER
4025 N SHERIDAN RD STE 200CHICAGOIL60613PCGENERAL OPERATIONS$75,000
HUBBARD STREET DANCE CHICAGO
PO BOX 778859CHICAGOIL60677PCGENERAL OPERATIONS$40,000
ILLINOIS COALITION FOR IMMIGRANT AND REFUGEE RIGHTS
228 S WABASH AVE SUITE 800CHICAGOIL60604PCGENERAL OPERATIONS$55,000
ILLINOIS INSTITUTE OF TECHNOLOGY COLLEGE OF ARCHITECTURE
OFFICE OF INSTITUTIONAL ADVANCEMENTCHICAGOIL60616PCPUBLICATION SUPPORT FOR THE LIFE & WORK OF A CITY BUILDER$60,00010 WEST 35TH STREET SUITE 1700
IMMIGRATION EQUALITY
594 DEAN STREETBROOKLYNNY11238PCGENERAL OPERATIONS$60,000
IMPACT FOR EQUITY
25 E WASHINGTON SUITE 1515CHICAGOIL60602PCGENERAL OPERATIONS$40,000
INNER-CITY MUSLIM ACTION NETWORK
2745 W 63RD STCHICAGOIL60629PCGENERAL OPERATIONS$35,000
INTUIT THE CENTER FOR INTUITIVE AND OUTSIDER ART
756 N MILWAUKEE AVENUECHICAGOIL60642PCGENERAL OPERATIONS$35,000
INVISIBLE INSTITUTE
6100 S BLACKSTONE AVECHICAGOIL60637PCGENERAL OPERATIONS$125,000
JAPANESE AMERICAN SERVICE COMMITTEE
4427 N CLARK STCHICAGOIL60640PCGENERAL OPERATIONS$25,000
JAZZ INSTITUTE OF CHICAGO
410 S MICHIGAN AVENUE SUITE 500CHICAGOIL60605PCGENERAL OPERATIONS$20,000
JOFFREY BALLET
10 E RANDOLPHCHICAGOIL60601PCGENERAL OPERATIONS$250,000
KENWOOD-OAKLAND COMMUNITY ORGANIZATION (KOCO)
4242 S COTTAGE GROVE AVECHICAGOIL60653PCGENERAL OPERATIONS$30,000
LAKESIDE PRIDE MUSIC ENSEMBLES
3656 N HALSTED STREETCHICAGOIL60613PCGENERAL OPERATIONS$10,000
LAMBDA LEGAL DEFENSE AND EDUCATION FUND - MIDWEST REGION
65 E WACKER PLACE 2000CHICAGOIL60601PCGENERAL OPERATIONS FOR MIDWEST REGIONAL OFFICE, SUPPORT FOR SENIOR ATTORNEY POSITION, MIDWEST REGIONAL OFFICE$325,000
LANDMARKS ILLINOIS
30 N MICHIGAN AVENUE SUITE 2020CHICAGOIL60602PCGENERAL OPERATIONS$140,000
LATINOS PROGRESANDO
2724 W CERMAK RDCHICAGOIL60608PCGENERAL OPERATIONS$35,000
LAWYERS FOR THE CREATIVE ARTS
161 N CLARK ST SUITE 4200CHICAGOIL60601PCGENERAL OPERATIONS$30,000
LEGACY PROJECT
3018 N CLYBOURN AVECHICAGOIL60618PCGENERAL OPERATIONS$30,000
LEGAL AID CHICAGO
120 S LASALLE SUITE 900CHICAGOIL60603PCGENERAL OPERATIONS$200,000
LEGAL COUNCIL FOR HEALTH JUSTICE
17 NORTH STATE STREET SUITE 900CHICAGOIL60602PCSUPPORT FOR MEDICAL-LEGAL PARTNERSHIP$50,000
LESLIE LOHMAN MUSEUM OF GAY AND LESBIAN ART
26 WOOSTER STNEW YORKNY10013PCPUBLICATION SUPPORT$40,000
LINCOLN PARK PRESBYTERIAN CHURCH
600 WEST FULLERTON PARKWAYCHICAGOIL60614PCSUPPORT FOR FAITH COMMUNITY INITIATIVE$25,000
LITTLE VILLAGE ENVIRONMENTAL JUSTICE ORGANIZATION
2501 S WHIPPLE STREETCHICAGOIL60623PCGENERAL OPERATIONS$25,000
LIVE FREE CHICAGO
4445 S KING DRCHICAGOIL60653PCGENERAL OPERATIONS$20,000
MAYWOOD FINE ARTS ASSOCIATION
25 N 5TH AVENUEMAYWOODIL60153PCGENERAL OPERATIONS$25,000
NATIONAL CAMBODIAN HERITAGE MUSEUM & KILLING FIELDS MEMORIAL
2831 W LAWRENCE AVECHICAGOIL60625PCGENERAL OPERATIONS$40,000
NATIONAL MUSEUM OF MEXICAN ART
1852 WEST 19TH STREETCHICAGOIL60608PCGENERAL OPERATIONS$30,000
NATIONAL PUBLIC HOUSING MUSEUM
625 NORTH KINGSBURYCHICAGOIL60654PCGENERAL OPERATIONS$40,000
NATIONAL REDISTRICTING FOUNDATION
712 H ST NE 25WASHINGTONDC20002PCGENERAL OPERATIONS$100,000
NEAR SOUTH PLANNING BOARD
2600 S MICHIGAN AVECHICAGOIL60616PCPRINTERS ROW LIT FEST$25,000
NIJC NFP
111 W JACKSON BLVD SUITE 800CHICAGOIL60604PCGENERAL OPERATIONS$275,200
NORTHWESTERN UNIVERSITY
750 N LAKE SHORE DR RUBLOFF 7TH FLCHICAGOIL60611PCSUPPORT FOR PREP4TEENS$75,000
ONE ROOF CHICAGO
PO BOX 25325CHICAGOIL60625PCGENERAL OPERATIONS$35,000
OPEN CENTER FOR THE ARTS
2214 S SACRAMENTO AVECHICAGOIL60623PCGENERAL OPERATIONS$20,000
PEOPLE'S LOBBY EDUCATION INSTITUTE
PO BOX 15123CHICAGOIL60615PCGENERAL OPERATIONS$30,000
PEOPLE'S MUSIC SCHOOL
931 WEST EASTWOODCHICAGOIL60640PCGENERAL OPERATIONS$25,000
PLANNED PARENTHOOD OF ILLINOIS
PPIL DEV DEPT PO BOX 735332CHICAGOIL60673PCGENERAL OPERATIONS$175,000
PRESERVATION CHICAGO
205 W MONROE ST SUITE 400CHICAGOIL60606PCGENERAL OPERATIONS, THE REUSE AND REVISIONING OF ADLER & SULLIVAN'S KAM TEMPLE/PILGRIM BAPTIST CHURCH PROJECT$135,000
PRESERVATION MARYLAND
3600 CLIPPER MILL RD SUITE 248BALTIMOREMD21211PC2025 HISTORIC TRADES SUMMIT CHICAGO$25,000
PRIDE ACTION TANKAIDS FOUNDATION OF CHICAGO
200 W MONROE SUITE 1150CHICAGOIL60606PCSUPPORT FOR TINY HOMES SUMMIT$10,000
PRIDE FILMS AND PLAYS
3656 N HALSTED STCHICAGOIL60613PCGENERAL OPERATIONS$10,000
PUBLIC HEALTH INSTITUTE OF METROPOLITAN CHICAGO
180 N MICHIGAN AVE SUITE 1200CHICAGOIL60601PCSUPPORT FOR ILLINOIS SAFE SCHOOLS ALLIANCE$20,000
PUERTO RICAN ARTS ALLIANCE
3000 N ELBRIDGE AVECHICAGOIL60618PCGENERAL OPERATIONS$100,000
RAINBOW RAILROAD
575 5TH AVENUE UNIT 15-135NEW YORKNY10017PCSUPPORT FOR WELCOME CORPS$50,000
RED CLAY DANCE COMPANY
808 E 63RD STCHICAGOIL60637PCGENERAL OPERATIONS$20,000
RESURRECTION PROJECT
1818 S PAULINACHICAGOIL60608PCGENERAL OPERATING SUPPORT FOR IMMIGRATION JUSTICE DEPARTMENT$75,000
SERVICES & ADVOCACY FOR GAY LESBIAN BISEXUAL & TRANSGENDER ELDERS INC
305 SEVENTH AVENUE 15TH FLOORNEW YORKNY10001PCGENERAL OPERATIONS$40,000
SINAI HEALTH SYSTEM
PO BOX 736087CHICAGOIL60673PCSUPPORT FOR SINAI INFECTIOUS DISEASE CENTER (SIDC)$30,000
SKYART
3026 E 91ST STREETCHICAGOIL60617PCGENERAL OPERATIONS$20,000
SOAS (SCHOOL OF ORIENTAL AND AFRICAN STUDIES)
PCPOSTGRADUATE DIPLOMA IN ASIAN ART AND SCHOLARSHIPS$732,580UNIV OF LONDON THORNHAUGH STLONDONUKWC1H 0XG
SOUTH CHICAGO DANCE THEATRE
5728 S BLACKSTONE 310CHICAGOIL60637PCGENERAL OPERATIONS$25,000
SOUTH SIDE COMMUNITY ART CENTER
3831 S MICHIGAN AVENUECHICAGOIL60653PCGENERAL OPERATIONS$40,000
SOUTHSIDE TOGETHER ORGANIZING FOR POWER
602 E 61ST STCHICAGOIL60637PCGENERAL OPERATIONS$30,000
SPACES
2900 DETROIT AVECLEVELANDOH44113PCEVERLASTING PLASTICS EXHBITION AT VENICE ARCHITECTURE BIENNALE$10,000
STATES UNITED DEMOCRACY CENTER INC
1101 17TH ST NW SUITE 250WASHINGTONDC20036PCGENERAL OPERATIONS$50,000
SURVIVORS NETWORK OF THOSE ABUSED BY PRIESTS (SNAP)
PO BOX 16376CHICAGOIL60616PCGENERAL OPERATIONS$30,000
SWEET WATER FOUNDATION
5749 S PERRY AVENUECHICAGOIL60621PCEXHIBITION SUPPORT FOR VENICE ARCHITECTURE BIENNALE$25,000
TASKFORCE PREVENTION & COMMUNITY SERVICES
9 N CICERO AVECHICAGOIL60644PCGENERAL OPERATIONS$50,000
TEATRO VISTA
4800 NORTH MILWAUKEE AVENUE UNITCHICAGOIL60630PCGENERAL OPERATIONS$20,000201
TEXAS TECH UNIVERSITY
1011 BOSTON AVE 158 SASW DEPT TTULUBBOCKTX79409PCSUPPORT FOR ARCHAEOLOGICAL RESEARCH AND FIELDWORD OF DR. BRETT HOUK$75,000
THE COLLEGE OF WOOSTER
1101 N BEVER STREETWOOSTEROH44691PCSUPPORT FOR ARCHAEOLOGICAL RESEARCH AND FIELDWORK OF DR. OLIVIA NAVARRO-FARR$37,500
THE REGENTS OF THE UNIVERSITY OF CALIFORNIA MERCED
PO BOX 2450MERCEDCA95344PCSUPPORT FOR ARCHAEOLOGICAL RESEARCH AND FIELDWORK OF DR. HOLLEY MOYES$23,923
TOKEN THEATRE
3050 S LOOMIS ST APT 1CHICAGOIL60608PCGENERAL OPERATIONS$25,000
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
3600 MARKET STREET SUITE 300PHILADELPHIAPA19104PCJAMES D. MCDONOUGH FELLOWSHIP IN QUEER ART HISTORY$522,122
UNITED AFRICAN ORGANIZATION
6042 S INDIANA AVECHICAGOIL60637PCGENERAL OPERATIONS$30,000
UNITY TEMPLE RESTORATION FOUNDATION
875 LAKE STREETOAK PARKIL60301PCGENERAL OPERATING$52,030
UNIVERSITY OF CHICAGO
6054 SOUTH DREXEL AVENUE SUITE 200CHICAGOIL60637PCSUPPORT FOR ARCHAEOLOGICAL RESEARCH AND FIELDWORD OF DR. SARAH NEWMAN$52,000
UNIVERSITY OF CHICAGO INSTITUTE OF POLITICS
5707 S WOODLAWN AVENUECHICAGOIL60637PCINTERN PROGRAM SUPPORT$300,000
UNIVERSITY OF HOUSTON
5000 GULF FREEWAY BLDG 1 STE 300HOUSTONTX77204PCSUPPORT FOR ARCHAEOLOGICAL RESEARCH AND FIELDWORK OF DRS. ARLEN AND DIANE CHASE$37,230
UNIVERSITY OF ILLINOIS FOUNDATION
PO BOX 734500CHICAGOIL60673PCSUPPORT FOR SYMPOSIUM CHICAGOS CONCRETE LEGACY: PAST, PRESENT, AND FUTURE.$30,000
UNIVERSITY OF MINNESOTA FOUNDATION
111 3RD AVENUE SOUTH SUITE 290MINNEAPOLISMN55401PCPUBLICATION SUPPORT$30,000
UNIVERSITY OF NEW HAMPSHIRE
51 COLLEGE ROAD ROOM 120DURHAMNH03824PCSUPPORT FOR ARCHAEOLOGICAL RESEARCH AND FIELDWORK OF DR. ELEANOR HARRISON-BUCK$43,360
UNIVERSITY OF NEW MEXICO FOUNDATION
TWO WOODWARD CTR 700 LOMAS NE 108ALBUQUERQUENM87102PCSUPPORT FOR ARCHAEOLOGICAL RESEARCH AND FIELDWORD OF DR. KEITH PRUFER$37,500
VISCERAL DANCE CHICAGO
3121 N ROCKWELL STCHICAGOIL60618PCGENERAL OPERATIONS AND BOARD DEVELOPMENT$75,000
VIVENT HEALTH TPAN
5537 N BROADWAYCHICAGOIL60640PCGENERAL OPERATIONS$50,000
WINTHROP UNIVERSITY
701 OAKLAND AVEROCK HILLSC29733PCSUPPORT FOR ARCHAEOLOGICAL RESEARCH AND FIELDWORD OF DR. BRENT WOODFILL$75,000
YOUTH OUTLOOK
1828 OLD NAPERVILLE ROADNAPERVILLEIL60563PCGENERAL OPERATIONS$40,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$8,090,605TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
CHICAGO DEBATE COMMISSION
67 E MADISON ST STE 1616CHICAGOIL60602PCGENERAL OPERATIONS$50,000
PRESERVATION CHICAGO
205 W MONROE ST SUITE 400CHICAGOIL60606PCGENERAL OPERATIONS$40,000
THE COLLEGE OF WOOSTER
1101 N BEVER STREETWOOSTEROH44691PCSUPPORT FOR ARCHAEOLOGICAL RESEARCH AND FIELDWORK$37,500
UNIVERSITY OF CHICAGO
DEPARTMENT OF ANTHROPOLOGY 1126 ECHICAGOIL60637PCSUPPORT FOR ARCHAEOLOGICAL RESEARCH AND FIELDWORK$23,00059TH STREET
UNIVERSITY OF HOUSTON
5000 GULF FREEWAY BLDG 1 STE 300HOUSTONTX77204PCSUPPORT FOR ARCHAEOLOGICAL RESEARCH AND FIELDWORK$37,770
UNIVERSITY OF NEW MEXICO FOUNDATION
TWO WOODWARD CTR 700 LOMAS NE 108ALBUQUERQUENM87102PCSUPPORT FOR ARCHAEOLOGICAL RESEARCH AND FIELDWORK$37,500
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$225,770TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,897,248ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion01ExclusionCd
Exclusion$761,319ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$15,288,386ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (3 entries)

DescDescRelated Or Exempt Function IncmRelatedOrExemptFunctionIncmAmtBusinessBusinessCdUnrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmtExclusionExclusionCdExclusionExclusionAmt
TICKET AND CATALOG SALES$59,366
UBTI FROM K1S900001$11,95001-$11,950
BOOK ROYALTIES$92

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$11,950UnrelatedBusinessTaxblIncmAmt
Exclusion$17,935,003ExclusionAmt
Related Or Exempt Function Incm$59,458RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$18,006,411TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
11ATICKET AND CATALOG SALES FOR EXHIBITIONS PROGRAM
11CBOOK ROYALTIES ARE FROM SALES OF CATALOGS AND BOOKS

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$95,050Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$95,050DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtExpended By GranteeExpendedByGranteeAmtAny Diversion By GranteeAnyDiversionByGranteeTxtDates Of Reports By GranteeDatesOfReportsByGranteeTxtResults Of VerificationResultsOfVerificationTxt
BENTON INSTITUTE FOR BROADBAND & SOCIETY
1041 RIDGE ROAD 214WILMETTEIL600912025-01-09$50,000SUPPORT FOR BROADBAND ACCESS AND AVAILABILITY IN UNDERSERVED PORTIONS OF ILLINOIS, INCLUDING COOK COUNTY, ILLINOIS.$0TO THE KNOWLEDGE OF GRANTOR, FUNDS HAVE NOT BEEN DIVERTED.N/ANONE
BENTON INSTITUTE FOR BROADBAND & SOCIETY
1041 RIDGE ROAD 214WILMETTEIL600912024-01-11$50,000SUPPORT FOR BROADBAND ACCESS AND AVAILABILITY IN UNDERSERVED PORTIONS OF ILLINOIS, INCLUDING COOK COUNTY, ILLINOIS.$50,000TO THE KNOWLEDGE OF GRANTOR, FUNDS HAVE NOT BEEN DIVERTED.9/3/2025THE FOUNDATION HAS EXERCISED EXPENDITURE RESPONSIBILITY WITH REGARDS TO THIS GRANT AND HAS RECEIVED OR REQUESTED AN ANNUAL AND FINAL REPORT FROM THE GRANTEE. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF ANY REPORTS RECEIVED FROM THE GRANTEE SO NO INDEPENDENT VERIFICATION OF THE REPORTS WAS REQUIRED OR MADE.

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
IdentifierSTATEMENT 18IdentifierTxt
Form And Line ReferenceFORM 990-PF PART XV - SUPPLEMENTARY INFORMATIONFormAndLineReferenceDesc
Medium ExplanationINQUIRIES:ALPHAWOOD FOUNDATION CHICAGO DOES NOT ACCEPT UNSOLICITED GRANT APPLICATIONS. INTERESTED ORGANIZATIONS ARE INVITED TO REVIEW THE FOLLOWING GUIDELINES DESCRIBING OUR CURRENT AREAS OF INTEREST. IF YOU BELIEVE YOUR ORGANIZATION OR MISSION MATCHES ONE OR MORE OF OUR GRANTMAKING PRIORITIES, YOU MAY PROVIDE YOUR INFORMATION TO US USING THE FORM AT THE BOTTOM OF THIS PAGE. WE REGRET WE CANNOT UNDERTAKE TO RESPOND TO ALL SUCH INQUIRIES.ALPHAWOOD FOUNDATION CHICAGO'S FUNDING GENERALLY PROVIDES UNRESTRICTED, GENERAL OPERATING SUPPORT TO NON-PROFIT ORGANIZATIONS OPERATING WITH A CLEAR MISSION AND DEMONSTRATING BOTH PROGRAMMATIC AND MANAGERIAL EFFECTIVENESS. TO BE ELIGIBLE TO RECEIVE A GRANT FROM ALPHAWOOD FOUNDATION CHICAGO, AN ORGANIZATION MUST BE EXEMPT FROM TAXATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, ALPHAWOOD HAS A STRONG PREFERENCE FOR ORGANIZATIONS SERVING RESIDENTS OF THE CHICAGO METROPOLITAN REGION.FUNDING IS FOCUSED IN THE FOLLOWING AREAS:ARTS EMPOWERMENT: ALPHAWOOD FOUNDATION CHICAGO FUNDS ORGANIZATIONS USING THE ARTS AS A WAY OF OVERCOMING BARRIERS TO ACCESS AND ADVANCEMENT; AND THOSE EMPOWERING COMMUNITIES THROUGH ARTISTIC DEVELOPMENT AND EXPRESSION. LGBTQ+ HEALTH AND HIV PREVENTION: ALPHAWOOD FOUNDATION CHICAGO FUNDS ORGANIZATIONS EXPANDING AND IMPROVING LGBTQ+ AFFIRMING HEALTH CARE AND THOSE WORKING TO TREAT AND PREVENT THE TRANSMISSION OF HIV/AIDS.LGBTQ+ RIGHTS AND EDUCATION: ALPHAWOOD FOUNDATION CHICAGO FUNDS ORGANIZATIONS WORKING TO SECURE THE RIGHTS AND WELL-BEING OF LESBIAN, GAY, BISEXUAL, TRANSGENDER AND QUEER COMMUNITIES; AND ORGANIZATIONS ENHANCING THE VISIBILITY OF THE LGBTQ+ COMMUNITY. EMPOWERING COMMUNITIES OF COLOR: ALPHAWOOD FOUNDATION CHICAGO FUNDS ORGANIZATIONS USING EFFECTIVE MECHANISMS INCLUDING ADVOCACY, ORGANIZING, AND THE ARTS TO LIFT UP AND EMPOWER TRADITIONALLY MARGINALIZED GROUPS. LEGAL SERVICES & ADVOCACY: ALPHAWOOD FOUNDATION CHICAGO FUNDS LEGAL SERVICES ORGANIZATIONS WORKING TO PROVIDE ACCESS TO JUSTICE, ALLEVIATE POVERTY, EXPAND THE RIGHTS OF IMMIGRANTS, AND PROMOTE SOCIAL CHANGE; AND ORGANIZATIONS WHOSE ADVOCACY ACTIVITIES ADVANCE RESPONSIVE AND ACCOUNTABLE POLICIES AND INSTITUTIONS.PRESERVING THE BUILT ENVIRONMENT: ALPHAWOOD FOUNDATION CHICAGO FUNDS ORGANIZATIONS WHOSE PRIMARY MISSION HONORS, PROMOTES, AND SUSTAINS THE BUILT ENVIRONMENT, INCLUDING THOSE PROMOTING THE PRESERVATION AND PROTECTION OF HISTORIC RESOURCES THROUGH ADVOCACY, EDUCATION, FUND RAISING, AND/OR STEWARDSHIP. GENERAL INTEREST: ALPHAWOOD FOUNDATION CHICAGO VALUES A SAFE, JUST, AND EQUITABLE SOCIETY; EQUAL ACCESS AND OPPORTUNITY; HEALTHY AND SUSTAINABLE COMMUNITIES; AND A VIBRANT CREATIVE ARTS SECTOR. OUR FUNDING SUPPORTS ORGANIZATIONS FURTHERING THESE VALUES. ARCHAEOLOGY: ALPHAWOOD FOUNDATION CHICAGO SUPPORTS MAYA ARCHEOLOGICAL RESEARCH WITH A PRIMARY FOCUS ON FIELDWORK IN BELIZE, GUATEMALA, AND MEXICO. FUNDING LIMITATIONS:ALPHAWOOD FOUNDATION DOES NOT PROVIDE GRANTS TO INDIVIDUALS; FILM, TELEVISION, OR RADIO PRODUCTION; UNDERWRITING OR TABLES FOR SPECIAL EVENTS; RELIGIOUS OR FRATERNAL PURPOSES; OR POLITICAL CAMPAIGNS. PROPOSALS FROM ORGANIZATIONS NOT CURRENTLY FUNDED BY THE ALPHAWOOD FOUNDATION ARE ACCEPTED BY INVITATION ONLY. PROSPECTIVE NEW APPLICANTS FOR FUNDING MUST DEMONSTRATE A VERY STRONG MATCH BETWEEN THEIR WORK AND THE FOUNDATION'S PRIORITIES AND GUIDELINES, AND EVEN THEN, WE ARE ONLY ABLE TO INVITE A LIMITED NUMBER OF NEW GRANTEES EACH YEAR.IF YOU WISH TO PROVIDE INFORMATION ABOUT YOUR ORGANIZATION TO ALPHAWOOD FOUNDATION CHICAGO, PLEASE COMPLETE THE FOLLOWING FORM. OUR ACCEPTANCE OF YOUR INFORMATION DOES NOT CONSTITUTE AN UNDERTAKING TO PROVIDE FUNDING OR TO ENGAGE IN FURTHER DIALOGUE WITH YOU. DUE TO RESOURCE CONSTRAINTS, WE CANNOT ENTERTAIN ADDITIONAL INQUIRIES OR CONTACTS. THANK YOU FOR YOUR INTEREST.MediumExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MARKETABLE SECURITIES$4,096,733$4,096,733
VANGUARD GROUP FUND$31,172,730$31,172,730

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (7 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ABRY PARTNERS VI, LPFMV$2,541$2,541
ABRY PARTNERS VII, LPFMV$338,321$338,321
ABRY SENIOR EQUITY III, LPFMV$13,013$13,013
LAVIEN OFFSHORE DIST. HFMV$14,722$14,722
NEW LEAF VENTURES I, LPFMV$9,928$9,928
NEW LEAF VENTURES III, LPFMV$1,085,095$1,085,095
SANDLER CAP PTNRS V FTEFMV$70,567$70,567

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$9,308LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$5,336DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED DEPRECIATION IN MARKET VALUE OF INVESTMENTSDesc
Amt$10,988,124Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADP FEES$4,253$0$4,253
EXHIBITIONS$3,362,769$0$3,270,478
INFORMATION TECHNOLOGY$1,901$0$1,901
INSURANCE$8,424$0$8,424
LICENSES & PERMITS$3,777$0$3,746
SUPPORT SERVICES$172,000$0$172,000
OFFICE EXPENSES$18,986$0$16,193
OTHER DEDUCTIONS - PARTNERSHIP$0$56,343$0
SHIPPING & POSTAGE$293$0$293
SUBSCRIPTION$28,939$0$27,925
STAFF DEVELOPMENT$2,320$0$673
EVENT EXPENSE$2,428$0$2,428
MEMBERSHIP EXPENSE$250$0$250

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
PARTNERSHIP INCOME$761,319-$3$761,319
TICKET AND CATALOG SALES$59,366$59,366
BOOK ROYALTIES$92$92

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescACCRUED EXCISE AND INCOME TAXESDesc
BOY Book Value$365,086BOYBookValueAmt
EOY Book Value$255,045EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CONSULTING$6,111$0$5,911
MARKETING FEES$5,044$0$5,044

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PAYROLL TAXES$29,791$0$26,091
EXCISE TAX$119,959$0$0
STATE TAXES PAID$315$0-$73