Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
GRANT HOSPITAL OF CHICAGO
D/B/A GRANT HEALTHCARE FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)500 NORTH WESTERN AVENUE NO 204
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LAKE FOREST, IL60045
A Employer identification number

36-2167090
B Telephone number (see instructions)

(847) 735-1590
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$14,149,170
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 14,995
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 441,596 441,596  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 539,826
b Gross sales price for all assets on line 6a 7,965,085
7 Capital gain net income (from Part IV, line 2)... 539,826
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 214,145 315  
12 Total. Add lines 1 through 11........ 1,210,562 981,737  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 150,000 37,500   112,500
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 6,500 3,250   3,250
c Other professional fees (attach schedule).... 39,528 39,528   0
17 Interest............... 4,106 0   0
18 Taxes (attach schedule) (see instructions)... 43,752 34,499   9,253
19 Depreciation (attach schedule) and depletion... 373 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 44,554 4,455   40,099
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 288,813 119,232   165,102
25 Contributions, gifts, grants paid....... 750,000 750,000
26 Total expenses and disbursements. Add lines 24 and 25 1,038,813 119,232   915,102
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 171,749
b Net investment income (if negative, enter -0-) 862,505
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 845,645 90,598 90,598
2 Savings and temporary cash investments......... 52,874 19,578 19,578
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 884,712 0 0
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 14,071,789 Click to see attachment13,714,906 13,714,906
14 Land, buildings, and equipment: basis bullet10,368
Less: accumulated depreciation (attach schedule) bullet8,744 1,998 Click to see attachment1,624 1,624
15 Other assets (describe bullet) Click to see attachment378,270 Click to see attachment322,464 Click to see attachment322,464
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 16,235,288 14,149,170 14,149,170
Liabilities 17 Accounts payable and accrued expenses.......... 76,322 27,064
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 76,322 27,064
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 15,673,499 13,799,642
25 Temporarily restricted............... 107,197 0
26 Permanently restricted............... 378,270 322,464
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 16,158,966 14,122,106
31 Total liabilities and net assets/fund balances (see instructions). 16,235,288 14,149,170
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
16,158,966
2
Enter amount from Part I, line 27a .....................
2
171,749
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
16,330,715
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
2,208,609
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
14,122,106
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a 250 SHS DIAMONDBACK ENERGY   2018-04-18 2018-08-16
b 1330 SHS FORUN ENERGY   2018-01-01 2018-08-16
c 560 SHS NABORS INDUSTRIES   2017-11-27 2018-08-16
d 650 SHS PARSLEY ENERGY   2018-01-01 2018-08-16
e 1150 SHS PATTERSON UTI ENERGY   2018-01-01 2018-08-16
1100 SHS PLAINS GP HOLDINGS   2018-01-01 2018-08-16
350 SHS PROPETRO HOLDINGS   2017-09-14 2018-08-16
840 SHS RSP PERMIAN   2018-01-01 2018-04-18
8710 SHS TECHNIPFMC LTD   2018-01-01 2018-08-16
1370 SHS TRANSOCEAN LTD   2018-05-17 2018-08-16
100 SHS ANADARKO   2014-10-20 2018-05-17
830 SHS ANADARKO   2017-01-01 2018-08-16
240 SHS APACHE   2017-01-01 2018-03-15
420 SHS APACHE   2017-01-01 2018-04-10
1340 SHS CABOT OIL & GAS   2017-01-01 2018-08-16
370 SHS CIMAREX ENERGY   2017-01-01 2018-08-16
700 SHS DEVON ENERGY   2017-01-01 2018-08-16
110 SHS ENERGEN   2013-11-04 2018-04-26
100 SHS ENERGEN   2013-11-04 2018-06-13
290 SHS ENERGEN   2017-01-01 2018-08-16
660 SHS EQT   2017-01-01 2018-08-16
920 SHS HALLIBURTON   2017-01-01 2018-08-16
100 SHS HESS   2015-07-09 2018-08-16
1530 SHS KINDER MORGAN   2017-01-01 2018-08-16
900 SHS MARATHON OIL   2017-01-01 2018-02-22
1010 SHS MARATHON OIL   2017-01-01 2018-08-16
620 SHS NABORS INDUSTRIES   2017-01-27 2018-02-28
3140 SHS NABORS INDUSTRIES   2017-01-01 2018-08-16
1200 SHS NEWFIELD EXPLORATION   2017-01-01 2018-08-16
660 SHS ROYAL DUTCH SHELL PLC   2017-01-01 2018-08-16
200 SHS NOBLE ENERGY   2017-01-01 2018-08-16
300 SHS OCCIDENTAL PETRO   2014-05-13 2018-08-16
660 SHS PARSLEY ENERGY   2017-01-01 2018-08-16
170 SHS PIONEER NATURAL RESOURCES   2017-01-01 2018-08-16
980 SHS PROPETERO HOLDINGS   2017-03-17 2018-08-16
1350 SHS RANGE RESOURCES   2017-01-01 2018-08-16
240 SHS ROYAL DUTCH SHELL PLC   2012-11-26 2018-03-12
870 SHS RPC   2017-02-27 2018-06-07
100 SHS SCHLUMBERGER LTD   2015-08-26 2018-08-16
3520 SHS SUPERIOR ENERGY   2017-01-01 2018-08-16
7420 SHS WEATHERFORD INTERNATIONAL   2017-01-01 2018-08-16
2520 SHS WPX ENERGY   2017-01-01 2018-08-16
470 SHS DEVON ENERGY   2017-01-01 2018-08-16
150 SHS HESS   2009-11-02 2018-05-17
310 SHS HESS   2017-01-01 2018-08-16
1000 SHS NOBLE ENERGY   2017-01-01 2018-08-16
110 SHS OCCIDENTAL PETRO   2009-12-15 2018-02-12
50 SHS OCCIDENTAL PETRO   2009-12-15 2018-08-16
280 SHS SCHLUMBERGER LTD   2010-02-22 2018-08-16
5172 SHS BBH FDS BBH CORE SELECT   2017-12-18 2018-06-14
11583 SHS LEUTHOLD GLOBAL INST   2018-01-01 2018-06-14
78239 SHS DOUBLELINE SCHILLER ENHANCED   2018-01-01 2018-06-14
9296 SHS PEAR TREE POLARIS   2018-01-01 2018-06-26
22706 SHS T ROWE PRICE GLOBAL MULTI-SECTOR   2018-06-15 2018-12-04
1518 SHS TEMPLETON GLOBAL BOND   2018-01-01 2018-06-14
22615 SHS BBH FDS BBH CORE SELECT   2017-01-01 2018-06-14
3833 SHS ISHARES TRUST RUS MID   2012-06-12 2018-06-14
107896 SHS LEUTHOLD GLOBAL INST   2017-01-01 2018-06-14
57715 SHS PEAR TREE POLARIS   2017-01-01 2018-06-26
14816 SHS TEMPLETON GLOBAL BOND   2017-01-01 2018-06-14
253 SHS VANGUARD SMALL-CAP INDEX   2017-07-11 2018-08-24
14533 SHS LEUTHOLD GLOBAL   2017-01-01 2018-06-14
38229 SHS METROPOLITAN WEST TOT   2009-09-03 2018-12-04
24012 SHS TEMPLETON GLOBAL BOND   2017-01-01 2018-06-14
673 SHS VANGUARD SHORT TERM INVT GRADE   2017-01-01 2018-12-04
8017 SHS BBH FDS BBH CORE SELECT   2017-01-01 2018-06-14
1 SHS DRIEHAUS ACTIVE INCOME   2017-12-21 2018-01-31
554 SHS DRIEHAUS ACTIVE INCOME   2018-01-01 2018-01-31
5408 SHS DRIEHAUS ACTIVE INCOME   2017-01-01 2018-01-31
9009 SHS DRIEHAUS ACTIVE INCOME   2017-01-01 2018-01-31
ECKHARDT FUTURES   2018-01-01 2018-12-31
ECKHARDT FUTURES   2017-01-01 2018-12-31
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 30,015   32,037 -2,022
b 15,268   15,958 -690
c 3,248   3,170 78
d 18,128   17,447 681
e 19,124   21,931 -2,807
28,722   26,541 2,181
5,590   4,221 1,369
40,999   28,494 12,505
19,759   23,194 -3,435
14,428   18,917 -4,489
7,138   8,985 -1,847
52,263   58,131 -5,868
8,671   19,634 -10,963
16,476   21,967 -5,491
31,357   33,261 -1,904
30,810   41,509 -10,699
28,504   33,440 -4,936
7,352   8,472 -1,120
6,440   7,702 -1,262
22,193   19,399 2,794
33,019   42,340 -9,321
36,744   46,701 -9,957
6,284   6,497 -213
27,280   31,166 -3,886
13,671   12,007 1,664
19,584   7,736 11,848
3,999   10,334 -6,335
18,212   44,361 -26,149
31,225   34,357 -3,132
41,635   43,455 -1,820
5,884   8,902 -3,018
23,418   28,179 -4,761
18,407   16,529 1,878
29,580   19,804 9,776
15,652   14,788 864
19,905   60,834 -40,929
15,108   15,998 -890
13,302   16,930 -3,628
6,292   6,998 -706
31,187   54,071 -22,884
19,515   51,574 -32,059
43,848   23,438 20,410
19,138   31,450 -12,312
9,820   8,419 1,401
19,480   17,475 2,005
29,420   34,910 -5,490
7,694   8,338 -644
3,903   3,790 113
17,533   16,738 795
106,647   105,898 749
109,576   127,543 -17,967
1,258,855   1,206,225 52,630
202,764   165,694 37,070
249,976   252,360 -2,384
17,535   18,834 -1,299
466,331   463,057 3,274
832,355   393,263 439,092
1,020,682   1,188,039 -167,357
1,258,751   1,028,625 230,126
171,127   183,796 -12,669
19,976   16,487 3,489
137,480   154,868 -17,388
392,976   371,140 21,836
277,336   287,462 -10,126
6,976   7,086 -110
165,326   113,506 51,820
15   15 0
5,548   5,782 -234
54,136   56,415 -2,279
90,187   105,984 -15,797
    10,651 -10,651
30,215     30,215
103,091     103,091
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       -2,022
b       -690
c       78
d       681
e       -2,807
      2,181
      1,369
      12,505
      -3,435
      -4,489
      -1,847
      -5,868
      -10,963
      -5,491
      -1,904
      -10,699
      -4,936
      -1,120
      -1,262
      2,794
      -9,321
      -9,957
      -213
      -3,886
      1,664
      11,848
      -6,335
      -26,149
      -3,132
      -1,820
      -3,018
      -4,761
      1,878
      9,776
      864
      -40,929
      -890
      -3,628
      -706
      -22,884
      -32,059
      20,410
      -12,312
      1,401
      2,005
      -5,490
      -644
      113
      795
      749
      -17,967
      52,630
      37,070
      -2,384
      -1,299
      3,274
      439,092
      -167,357
      230,126
      -12,669
      3,489
      -17,388
      21,836
      -10,126
      -110
      51,820
      0
      -234
      -2,279
      -15,797
      -10,651
      30,215
      103,091
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 539,826
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 927,619 15,301,816 0.060621
2016 937,646 14,596,045 0.064240
2015 1,285,938 14,964,850 0.085931
2014 1,318,146 17,255,208 0.076391
2013 1,165,829 16,427,334 0.070969
2
Total of line 1, column (d) .....................
2
0.358152
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.071630
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
14,962,563
5
Multiply line 4 by line 3......................
5
1,071,768
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
8,625
7
Add lines 5 and 6........................
7
1,080,393
8
Enter qualifying distributions from Part XII, line 4,.............
8
915,102
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 17,250
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 17,250
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 17,250
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 24,400
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 24,400
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 59
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 7,091
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet7,091 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletIL
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.GRANTHEALTHCARE.ORG
    14
    The books are in care ofbulletKATE GRUBBS O'CONNOR Telephone no.bullet (847) 735-1590

    Located atbullet500 N WESTERN AVE SUITE 204LAKE FORESTIL ZIP+4bullet60045
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    JOSEPH S CARR DIRECTOR
    1.00
    0 0 0
    500 NORTH WESTERN AVENUE
    LAKE FOREST,IL60045
    GEORGE M COVINGTON SECRETARY/TREASURER
    1.00
    0 0 0
    500 NORTH WESTERN AVENUE
    LAKE FOREST,IL60045
    ROBERT L FRIEDLANDER CHAIRMAN
    1.00
    0 0 0
    500 NORTH WESTERN AVENUE
    LAKE FOREST,IL60045
    RICHARD M NORTON DIRECTOR
    1.00
    0 0 0
    500 NORTH WESTERN AVENUE
    LAKE FOREST,IL60045
    THOMAS C VANDEN BERK DIRECTOR
    1.00
    0 0 0
    500 NORTH WESTERN AVENUE
    LAKE FOREST,IL60045
    KATE GRUBBS O'CONNOR EXECUTIVE DIRECTOR
    40.00
    150,000 1,050 0
    500 NORTH WESTERN AVENUE
    LAKE FOREST,IL60045
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    14,335,704
    b
    Average of monthly cash balances.......................
    1b
    504,348
    c
    Fair market value of all other assets (see instructions)................
    1c
    350,367
    d
    Total (add lines 1a, b, and c).........................
    1d
    15,190,419
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    15,190,419
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    227,856
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    14,962,563
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    748,128
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    748,128
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    17,250
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    17,250
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    730,878
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    730,878
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    730,878
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    915,102
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    915,102
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    915,102
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2017
    (c)
    2017
    (d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 730,878
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 362,804
    b From 2014...... 476,094
    c From 2015...... 555,593
    d From 2016...... 210,995
    e From 2017...... 186,891
    fTotal of lines 3a through e........ 1,792,377
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 915,102
    a Applied to 2017, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2018 distributable amount..... 730,878
    e Remaining amount distributed out of corpus 184,224
    5 Excess distributions carryover applied to 2018. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,976,601
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...
    362,804
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......
    1,613,797
    10 Analysis of line 9:
    a Excess from 2014.... 476,094
    b Excess from 2015.... 555,593
    c Excess from 2016.... 210,995
    d Excess from 2017.... 186,891
    e Excess from 2018.... 184,224
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    KATE GRUBBS O'CONNOR GRANT HEALTHCA
    500 NORTH WESTERN AVENUE SUITE 204
    LAKE FOREST,IL60045
    (847) 735-1590
    KOCONNOR@GRANTHEALTHCARE.ORG
    bThe form in which applications should be submitted and information and materials they should include:
    GRANT FORM USED
    cAny submission deadlines:
    JULY
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE FIELD OF HEALTHCARE IN THE GREATER CHICAGOLAND AREA
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    ALLIANCE CHICAGO - JUNO4ME
    215 W OHIO ST
    CHICAGO,IL60654
    NONE PC GENERAL OPERATING SUPPORT 35,000
    ALTERNATIVE INC
    4730 N SHERIDAN RD
    CHICAGO,IL60640
    NONE PC SCHOOL BASED COUNSELING FOR STUDENTS AT TILDEN AND BURKE 20,000
    ANN & ROBERT H LURIE CHILDRENS HOSPITAL
    225 E CHICAGO AVE
    CHICAGO,IL60611
    NONE PC THE CPS BELMONT-CRAGIN BEHAVIORAL HEALTH COUNSELING PILOT 35,000
    BRIGHTEN PARK NEIGHBORHOOD COUNCIL
    4477 S ARCHER AVE
    CHICAGO,IL60632
    NONE PC BPNC'S SCHOOL BASED MENTAL HEALTH PROGRAM 25,000
    CANINE THERAPY CORPS
    1700 W IRVING PARK RD
    CHICAGO,IL60651
    NONE PC GENERAL OPERATING SUPPORT 20,000
    CHICAGO FAMILY HEALTH CENTER
    9119 SOUTH EXCHANGE AVE
    CHICAGO,IL60617
    NONE PC GENERAL OPERATING SUPPORT 20,000
    COMMUNITY HEALTH
    2811 W CHICAGO AVE
    CHICAGO,IL60622
    NONE PC GENERAL OPERATING SUPPORT 20,000
    COMMUNITY IN SCHOOLS OF CHICAGO
    815 W VAN BUREN ST
    CHICAGO,IL60607
    NONE PC GENERAL OPERATING SUPPORT 25,000
    ERIE FAMILY HEALTH CENTER
    1701 W SUPERIOR ST
    CHICAGO,IL60622
    NONE PC THE ERIE TEEN CENTER 20,000
    FAMILY FOCUS
    310 S PEORIA
    CHICAGO,IL60607
    NONE PC TRAUMA-INFORMED THERAPEUTIC SERVICES 20,000
    HEARTLAND ALLIANCE HEALTH
    208 S LASALLE ST
    CHICAGO,IL60604
    NONE PC IMPROVING ACCESS TO HEALTHCARE ON CHICAGO'S SOUTH SIDE 20,000
    HOWARD AREA COMMUNITY CENTER
    7648 N PAULINA ST
    CHICAGO,IL60626
    NONE PC ELEANOR WESTER DENTAL CLINIC 10,000
    HOWARD BROWN HEALTH CENTER
    4025 N SHERIDAN RD
    CHICAGO,IL60613
    NONE PC THE 63RD STREET HEALTH CLINIC 20,000
    ILLINOIS COLLABORATION ON YOUTH
    333 S WABASH AVE
    CHICAGO,IL60604
    NONE PC THE MEDICAID TECHNICAL ASSISTANCE CENTER 25,000
    INNER CITY MUSLIM ACTION NETWORK
    2744 W 63RD ST
    CHICAGO,IL60629
    NONE PC IMAN HEALTH CLINIC - GENERAL OPERATING SUPPORT 20,000
    LAWNDALE CHRISTIAN HEALTH CENTER
    3860 W OGDEN AVE
    CHICAGO,IL60623
    NONE PC GENERAL OPERATING SUPPORT 20,000
    LINCOLN PARK ZOOLOGICAL SOCIETY
    2001 N CLARK ST
    CHICAGO,IL60614
    NONE PC EVALUATING THE RISK OF RAT-ASSOCIATED ZOONOSES ACROSS CHICAGO 45,000
    LUSTER LEARNING INSTITUTE
    1126 HILLCREST
    HIGHLAND PARK,IL60035
    NONE PC GENERAL OPERATING SUPPORT 20,000
    MIDWEST ACCESS PROJECT
    PO BOX 13173
    CHICAGO,IL60613
    NONE PC GENERAL OPERATING SUPPORT 15,000
    MOBILE CARE FOUNDATION
    321 N LOOMIS
    CHICAGO,IL60607
    NONE PC EXPANDING ASTHMA VAN ACCESS THROUGH TELEHEALTH 10,000
    NEW MOMS INC
    5317 W CHICAGO AVE
    ROUND LAKE,IL60651
    NONE PC THE FAMILY SUPPORT PROGRAM 20,000
    OLD IRVING PARK COMMUNITY CLINIC
    5425 W ADDISON ST
    CHICAGO,IL60641
    NONE PC GENERAL OPERATING SUPPORT 20,000
    PARTNERSHIP FOR RESILIENCE
    530 E 22ND ST
    LOMBARD,IL60148
    NONE PC THE SOUTHLAND TRAUMA-SENSITIVE BEHAVIOROL HEALTH COLLABORATION 35,000
    PLANNED PARENTHOOD OF ILLINOIS
    18 S MICHIGAN AVE
    CHICAGO,IL60603
    NONE PC GENERAL OPERATING SUPPORT 50,000
    PUBLIC HEALTH INSTITUTE OF METROPOLITAN CHICAGO
    180 N MICHIGAN AVE
    CHICAGO,IL60601
    NONE PC THE SCHOOL HEALTH ACCESS COLLABORATION 25,000
    RUSH UNIVERSITY MEDICAL CENTER
    1201 W HARRISON ST
    CHICAGO,IL60607
    NONE PC REPRODUCTIVE SERVICES ACROSS ADOLESCENT FAMILY CENTER 20,000
    SECOND SENSE
    65 E WACKER PLACE
    CHICAGO,IL60601
    NONE PC VISION REHABILITATION 10,000
    SINAI HEALTH SYSTEM
    1500 S CALIFORNIA AVE
    CHICAGO,IL60608
    NONE PC THE TRANSITION OF CARE PROGRAM 30,000
    ST BERNARD HOSPITAL
    326 W 64TH ST
    CHICAGO,IL60621
    NONE PC DENTAL CENTER 20,000
    THE BOULEVARD OF CHICAGO
    3456 W FRANKLIN BLVD
    CHICAGO,IL60624
    NONE PC GENERAL OPERATING SUPPORT 10,000
    THE NIGHT MINISTRY
    4711 N RAVENSWOOD AVE
    CHICAGO,IL60640
    NONE PC THE OUTREACH AND HEALTH MINISTRY PROGRAM 15,000
    THRESHOLDS
    4101 N RAVENSWOOD AVE
    CHICAGO,IL60613
    NONE PC AUSTIN SUBSTANCE USE TREATMENT PROGRAM 25,000
    UCAN (UHLICH CHILDREN'S ADVANTAGE NETWORK)
    3737 N MOZART ST
    CHICAGO,IL60618
    NONE PC UCAN TRAUMA-INFORMED YOUTH CLINICAL SERVICES 25,000
    Total .................................bullet 3a 750,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
             
    4 Dividends and interest from securities....     14 441,596  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     14 315  
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 539,826  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aOTHER INCOME
            213,830
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 981,737 213,830
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,195,567
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    11A GRANT HOSPITAL UNCLAIMED PROPERTY PROVIDES ADDITIONAL FUNDS FOR GRANTS
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    Name of the organization
    GRANT HOSPITAL OF CHICAGO
    D/B/A GRANT HEALTHCARE FOUNDATION
    Employer identification number

    36-2167090
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    GRANT HOSPITAL OF CHICAGO
    D/B/A GRANT HEALTHCARE FOUNDATION
    Employer identification number
    36-2167090
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
    WILLIAM C MADLENER TRUST
     
    135 S LASALLE ST
     
    CHICAGO, IL60603

    $ 14,185


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    GRANT HOSPITAL OF CHICAGO
    D/B/A GRANT HEALTHCARE FOUNDATION
    Employer identification number

    36-2167090
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    GRANT HOSPITAL OF CHICAGO
    D/B/A GRANT HEALTHCARE FOUNDATION
    Employer identification number

    36-2167090
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 AccountingFeesSchedule
    Name:
    GRANT HOSPITAL OF CHICAGO
     
    D/B/A GRANT HEALTHCARE FOUNDATION
    EIN:
    36-2167090
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 6,500 3,250   3,250

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2018 DepreciationSchedule
    Name:
    GRANT HOSPITAL OF CHICAGO
     
    D/B/A GRANT HEALTHCARE FOUNDATION
    EIN:
    36-2167090
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)
    Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    OFFICE EQUIPMENT 2006-09-01 7,548 7,548 SL 7.000000000000 0 0    
    LAP TOP COMPUTER 2012-05-16 653 358 SL 10.000000000000 65 0    
    LENOVO IDEACENTER COMPUTER 2016-04-11 917 275 SL 5.000000000000 183 0    
    DESK AND CONFERENCE TABLE 2016-06-14 1,250 188 SL 10.000000000000 125 0    

    TY 2018 InvestmentsOtherSchedule2
    Name:
    GRANT HOSPITAL OF CHICAGO
     
    D/B/A GRANT HEALTHCARE FOUNDATION
    EIN:
    36-2167090
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MUTUAL FUNDS FMV 13,711,439 13,711,439
    PARTNERSHIPS AT COST 3,467 3,467

    TY 2018 LandEtcSchedule2
    Name:
    GRANT HOSPITAL OF CHICAGO
     
    D/B/A GRANT HEALTHCARE FOUNDATION
    EIN:
    36-2167090
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    OFFICE EQUIPMENT 7,548 7,548 0  
    LAP TOP COMPUTER 653 423 230  
    LENOVO IDEACENTER COMPUTER 917 458 459  
    DESK AND CONFERENCE TABLE 1,250 313 937  


    TY 2018 OtherAssetsSchedule
    Name:
    GRANT HOSPITAL OF CHICAGO
     
    D/B/A GRANT HEALTHCARE FOUNDATION
    EIN:
    36-2167090
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    BENEFICAL INTEREST IN A PERPETUAL TRUST 378,270 322,464 322,464


    TY 2018 OtherDecreasesSchedule
    Name:
    GRANT HOSPITAL OF CHICAGO
     
    D/B/A GRANT HEALTHCARE FOUNDATION
    EIN:
    36-2167090
    Description Amount
    UNREALIZED GAIN(LOSS) ON INVESTMENTS 2,152,803
    UNREALIZED GAIN(LOSS) ON INVESTMENTS 55,806


    TY 2018 OtherExpensesSchedule
    Name:
    GRANT HOSPITAL OF CHICAGO
     
    D/B/A GRANT HEALTHCARE FOUNDATION
    EIN:
    36-2167090
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE EXPENSE 44,554 4,455   40,099


    TY 2018 OtherIncomeSchedule2
    Name:
    GRANT HOSPITAL OF CHICAGO
     
    D/B/A GRANT HEALTHCARE FOUNDATION
    EIN:
    36-2167090
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME 315 315 315
    OTHER INCOME 213,830   213,830


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    GRANT HOSPITAL OF CHICAGO
     
    D/B/A GRANT HEALTHCARE FOUNDATION
    EIN:
    36-2167090
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 39,528 39,528   0


    TY 2018 TaxesSchedule
    Name:
    GRANT HOSPITAL OF CHICAGO
     
    D/B/A GRANT HEALTHCARE FOUNDATION
    EIN:
    36-2167090
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 12,338 3,085   9,253
    FEDERAL EXCISE TAX 19,522 19,522   0
    FOREIGN TAXES 11,892 11,892   0