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 10-01-2018 , and ending 09-30-2019
Name of foundation
Washington Square Health Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)875 North Michigan Ave 3516
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Chicago, IL60611
A Employer identification number

36-1210140
B Telephone number (see instructions)

(312) 664-6488
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$18,677,539J 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) 6,551
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 466,416 466,416  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 71,716
b Gross sales price for all assets on line 6a 1,050,647
7 Capital gain net income (from Part IV, line 2)... 71,716
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances 0
b Less: Cost of goods sold.... 0
c Gross profit or (loss) (attach schedule)..... 0  
11 Other income (attach schedule)....... 0 0 0
12 Total. Add lines 1 through 11........ 544,683 538,132 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 412,968 41,297   371,671
14 Other employee salaries and wages...... 11,838 1,184   10,654
15 Pension plans, employee benefits....... 168,058 16,806   151,253
16a Legal fees (attach schedule)......... Click to see attachment 1,850 185 0 1,665
b Accounting fees (attach schedule)....... Click to see attachment 44,109 4,411 0 39,698
c Other professional fees (attach schedule).... Click to see attachment 4,752 475 0 4,277
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 32,336 2,234 0 20,102
19 Depreciation (attach schedule) and depletion... Click to see attachment 6,029 603 0
20 Occupancy.............. 66,235 6,623   59,611
21 Travel, conferences, and meetings....... 25,403 2,540   22,862
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 88,986 8,411 0 80,575
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 862,564 84,769 0 762,368
25 Contributions, gifts, grants paid....... 675,231 674,731
26 Total expenses and disbursements. Add lines 24 and 25 1,537,795 84,769 0 1,437,099
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -993,112
b Net investment income (if negative, enter -0-) 453,363
c Adjusted net income (if negative, enter -0-)... 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............. 223,882 349,889 349,889
2 Savings and temporary cash investments......... 4,124,813 3,813,322 3,813,322
3 Accounts receivable bullet22,119
Less: allowance for doubtful accounts bullet   15,103 22,119 22,119
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet   0 0 0
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)..... 0 0 0
7 Other notes and loans receivable (attach schedule) bullet0
Less: allowance for doubtful accounts bullet0 0 0 0
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 35,594 32,185 32,185
10a Investments—U.S. and state government obligations (attach schedule) 0 0 0
b Investments—corporate stock (attach schedule)....... 14,691,446 Click to see attachment13,753,851 13,753,851
c Investments—corporate bonds (attach schedule)....... 280,509 Click to see attachment295,696 295,696
11 Investments—land, buildings, and equipment: basis bullet0
Less: accumulated depreciation (attach schedule) bullet0 0   0
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 20,174 Click to see attachment122,283 122,283
14 Land, buildings, and equipment: basis bullet54,619
Less: accumulated depreciation (attach schedule) bullet42,991 17,657 Click to see attachment11,628 11,628
15 Other assets (describe bullet) Click to see attachment359,346 Click to see attachment276,566 Click to see attachment276,566
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 19,768,524 18,677,539 18,677,539
Liabilities 17 Accounts payable and accrued expenses.......... 45,367 46,339
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons 0 0
21 Mortgages and other notes payable (attach schedule)...... 0 0
22 Other liabilities (describe bullet) Click to see attachment423,945 Click to see attachment477,959
23 Total liabilities (add lines 17 through 22)......... 469,312 524,298
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.................. 19,299,212 18,153,241
25 Temporarily restricted...............    
26 Permanently restricted...............    
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)..... 19,299,212 18,153,241
31 Total liabilities and net assets/fund balances (see instructions). 19,768,524 18,677,539
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
19,299,212
2
Enter amount from Part I, line 27a .....................
2
-993,112
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
18,306,100
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
152,859
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
18,153,241
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 SECURITIES      
b
c
d
e
(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 1,050,647   978,931 71,716
b
c
d
e
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     0 71,716
b
c
d
e
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 71,716
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 0
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 1,332,017 19,942,992 0.066791
2016 1,480,074 19,161,568 0.077242
2015 1,165,437 17,510,913 0.066555
2014 1,180,159 19,648,925 0.060062
2013 1,228,244 20,739,957 0.059221
2
Total of line 1, column (d) .....................
2
0.329871
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
0.065974
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
18,562,205
5
Multiply line 4 by line 3......................
5
1,224,623
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
4,534
7
Add lines 5 and 6........................
7
1,229,157
8
Enter qualifying distributions from Part XII, line 4,.............
8
1,437,099
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 4,534
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  
3 Add lines 1 and 2........................... 3 4,534
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 4,534
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 6,957
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 6,957
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
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 2,423
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet2,423 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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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.WSHF.ORG
    14
    The books are in care ofbulletHOWARD NOCHUMSON Telephone no.bullet (312) 664-6488

    Located atbullet875 NORTH MICHIGAN AVE STE 3516CHICAGOIL ZIP+4bullet60611
    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
     
    No
    ........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
    Barbara Berendt Director
    2.000     		8,250 0 0
    875 North Michigan Ave
    Chicago,IL60611
    Catherine M Creticos MD Director
    2.000     		8,500 0 0
    875 North Michigan Ave
    Chicago,IL60611
    Sandy Goldberg PhD Director
    2.000     		9,250 0 0
    875 North Michigan Ave
    Chicago,IL60611
    William N Werner MD MPH Board Chair / Director
    2.000     		22,000 0 0
    875 North Michigan Ave
    Chicago,IL60611
    William B Friedeman Secretary / Director
    2.000     		10,750 0 0
    875 North Michigan Ave
    Chicago,IL60611
    James M Snyder Treasurer / Director
    2.000     		10,000 0 0
    875 North Michigan Ave
    Chicago,IL60611
    Howard Nochumson Executive Director & President
    40.000     		209,468 111,696 0
    875 North Michigan Ave
    Chicago,IL60611
    Catherine Kapella MPH Associate Director & Vice President
    40.000     		134,750 46,983 0
    875 North Michigan Ave
    Chicago,IL60611
    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
     
    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
     
    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
    18,149,907
    b
    Average of monthly cash balances.......................
    1b
    610,949
    c
    Fair market value of all other assets (see instructions)................
    1c
    84,022
    d
    Total (add lines 1a, b, and c).........................
    1d
    18,844,878
    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
     
    3
    Subtract line 2 from line 1d.........................
    3
    18,844,878
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    282,673
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    18,562,205
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    928,110
    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
    928,110
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    4,534
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,534
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    923,576
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    82,780
    5
    Add lines 3 and 4............................
    5
    1,006,356
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    1,006,356
    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
    1,437,099
    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
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,437,099
    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
    4,534
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,432,565
    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 1,006,356
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:2016, 2015, 2014 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 39,421
    b From 2014...... 87,150
    c From 2015...... 101,432
    d From 2016...... 522,795
    e From 2017...... 319,254
    fTotal of lines 3a through e........ 1,070,052
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 1,437,099
    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..... 1,006,356
    e Remaining amount distributed out of corpus 430,743
    5 Excess distributions carryover applied to 2018.   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 1,500,795
    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......     		 
    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) ...     		39,421
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		1,461,374
    10 Analysis of line 9:
    a Excess from 2014.... 87,150
    b Excess from 2015.... 101,432
    c Excess from 2016.... 522,795
    d Excess from 2017.... 319,254
    e Excess from 2018.... 430,743
    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:
    HOWARD NOCHUMSON
    875 NORTH MICHIGAN AVE SUITE 3516
    CHICAGO,IL60611
    (312) 664-6488
    bThe form in which applications should be submitted and information and materials they should include:
    Visit the website for the organization's grant guidelines & application: http://wshf.org/general-guidelines/
    cAny submission deadlines:
    GRANT SUBMISSIONS WERE ACCEPTED ON A CONTINUOUS ROLLING BASIS FOR EITHER THE 12/1 OR 6/1 DEADLINES.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    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
    Face the Future Foundation
    500 N Michigan Ave
    Chicago,IL60611     		None PC Supporting Patients through Family-Focused Social Work Services 15,000
    CommunityHealth NFP
    2611 W Chicago Ave
    Chicago,IL60622     		None PC Hypertension Care Group 17,500
    CommunityHealth NFP
    2611 W Chicago Ave
    Chicago,IL60622     		None PC Hypertension Care Group 17,500
    The Kedzie Center Expanded Mental Health Services Of Chicago Nfp
    4141 N Kedzie Ave Ste 2
    Chicago,IL60618     		None PC Little Explorers Community Expansion Program 9,000
    Ann and Robert H Lurie Children's Hospital of Chicago
    225 E CHICAGO AVE PR DPT
    Chicago,IL60611     		None PC Hematology, Oncology and Stem Cell Transplant Research Fellowship Program 30,000
    Ann and Robert H Lurie Children's Hospital of Chicago
    225 E CHICAGO AVE PR DPT
    Chicago,IL60611     		None PC Hematology, Oncology and Stem Cell Transplant Research Fellowship Program 30,000
    Northwestern University
    633 Clark St
    Evanston,IL60208     		None PC High-Utilizing Emergency Room Patients: A Strategic Approach to Comprehensive Care 22,500
    Mercy Housing Lakefront
    120 S LaSalle St Suite 1850
    Chicago,IL60603     		None PC Mercy Housing Lakefront's Community Health Worker Program 12,500
    Mercy Housing Lakefront
    120 S LaSalle St Suite 1850
    Chicago,IL60603     		None PC Mercy Housing Lakefront's Community Health Worker Program 12,500
    Alexian Brothers Bonaventure House
    825 WEST WELLINGTON AVENUE
    Chicago,IL60657     		None PC Data Analyst (renewal grant) 12,500
    Gilda's Club Chicago
    537 N Wells St
    Chicago,IL60654     		None PC 20th Anniversary Awards Dinner 50,000
    Mount Sinai Hospital and Medical Center
    CALIFORNIA AVENUE AT 15TH STREET
    Chicago,IL60608     		None PC Providing Free Mammography Services for Low- Income Women on Chicago's West Side 17,500
    Health and Medicine Policy Research Group
    29 E MADISON ST STE 602
    Chicago,IL60602     		None PC Strengthening the Safety Net in Illinois: Helping Providers Stay Ahead of the Shifting Landscape 15,000
    St Leonard's House
    2100 W Warren Blvd
    Chicago,IL60612     		None PC Integrated Behavioral and Physical Health Services Initiative for Formerly Incarcerated Men and Women 7,500
    Illinois College of Optometry
    3241 S Michigan Ave
    Chicago,IL60616     		None PC The Dr. Robert and Lena Lewenson Pediatric and Binocular Vision Center 25,000
    Lincoln Park Community Services
    1521 N Sedgwick St
    Chicago,IL60610     		None PC 1521 Health Initiative 13,000
    Breakthrough Urban Ministries
    PO Box 47200
    Chicago,IL60647     		None PC Behavioral Health for Homeless Adults 10,000
    A Silver Lining Foundation
    134 N LA SALLE ST Ste 1218
    Chicago,IL60602     		None PC Special Designated Grant to A Silver Lining Foundation for the Mammography Program 6,000
    Chicago Diabetes Project
    1074 W Taylor Street 233
    Chicago,IL60607     		None PC Special Designated Grant to Sponsor the CDP Donor Update Dinner on October 4, 2018 7,404
    Quarryhill Botanical Garden
    PO Box 232
    Glen Ellen,CA95442     		None POF Board of Director Grant to Quarryhill Botanical Garden for Program Support 1,000
    Community Foundation of Sonoma County
    120 Stony Point Road 220
    Santa Rosa,CA95401     		None PC Board of Director Grant to the Community Foundation of Sonoma County for Program Support 2,000
    Chicago Chesed Fund
    7045 N Ridgeway Ave
    Lincolnwood,IL60712     		None PC Board of Director Grant to the Chicago Chesed Fund for Program Support 180
    Grantmakers In Health
    140 S Dearborn Street Suite 400
    Chicago,IL60603     		None PC Annual Membership 2,875
    The American Committee for the Weizmann Institute of Science
    633 3rd Avenue 20th Floor
    New York,NY10017     		None PC Master's Student Scholarship: Supporting Excellence in Science 20,000
    Mount Sinai Hospital and Medical Center
    CALIFORNIA AVENUE AT 15TH STREET
    Chicago,IL60608     		None PC Purchase of an infant warmer for Sinai Children's Hospital 18,000
    Howard Brown Health Center
    4025 N Sheridan Rd
    Chicago,IL60613     		None PC Improved Retinal Screening for Diabetic Patients 14,195
    Cellmates on the Run Foundation
    1074 W Taylor Street 233
    Chicago,IL60607     		None PC CDP Scientific Update Meeting 40,000
    Second Sense
    65 E Wacker Pl Ste 1010
    Chicago,IL60601     		None PC Orientation and Mobility 14,500
    JourneyCare
    2050 CLAIRE CT
    GLENVIEW,IL60025     		None PC Hospice and Palliative Medicine Fellowship Program 25,000
    JourneyCare
    2050 CLAIRE CT
    GLENVIEW,IL60025     		None PC Hospice and Palliative Medicine Fellowship Program 25,000
    Lester and Rosalie Anxiety Center
    6610 N Clark Street
    Chicago,IL60626     		None PC CHS Hearing Health Clinic Hearing Test Enclosure 7,097
    Saint Anthony Hospital
    1200 7th Ave N
    Saint Petersburg,FL33705     		None PC Good to Great: Becoming A Primary Stroke Center 15,000
    Chicago Chesed Fund
    7045 N Ridgeway Ave
    Lincolnwood,IL60712     		None PC Freezer Project 21,330
    Council on Foundations
    2121 Crystal Drive Ste 700
    Arlington,VA22202     		None PC Annual Membership 3,100
    Forefront
    208 S LaSalle St Ste 1540
    Chicago,IL60604     		None PC Annual Membership 923
    Torah Academy of Buffalo Grove
    720 Armstrong Dr
    Buffalo Grove,IL60089     		None PC Board of Director Grant to Torah Academy of Buffalo Grove for Program Support 1,000
    Ida Crown Jewish Academy
    8233 Central Park Ave
    Skokie,IL60076     		None PC Board of Director Grant to Ida Crown Jewish Academy for Program Support 1,000
    Max Rhymes Foundation
    1195 Willow St
    San Jose,CA95125     		None PC Board of Director Grant to Max Rhymes Foundation for Program Support 1,000
    Chicago Chesed Fund
    7045 N Ridgeway Ave
    Lincolnwood,IL60712     		None PC Board of Director Grant to Chicago Chesed Fund for Program Support 1,000
    A Silver Lining Foundation
    134 N LA SALLE ST Ste 1218
    Chicago,IL60602     		None PC Board of Director Grant to A Silver Lining Foundation for Program Support 7,500
    Sonoma Ecology Center
    15000 Arnold Dr
    Eldridge,CA95431     		None PC Board of Director Grant to the Sonoma Overlook Trail for Program Support 1,000
    Gilda's Club Chicago
    537 N Wells St
    Chicago,IL60654     		None PC Kids Kicking Cancer Programming at Gilda's Club Chicago Kids and Teen Summer 2019 Camps 5,000
    A Silver Lining Foundation
    134 N LA SALLE ST Ste 1218
    Chicago,IL60602     		None PC Special Designated Grant to underwrite the Tasting Stars Fundraising Event on June 22, 2019 12,000
    North Park Friendship Center
    3448 W Foster Ave
    Chicago,IL60625     		None PC Board of Director Grant to the North Park Friendship Center for Program Support 2,500
    Covenant World Relief
    8303 W Higgins Rd
    Chicago,IL60631     		None PC Board of Director Grant to Covenant World Relief for Program Support 1,500
    Advocate Charitable Foundation
    205 W Touhy Ave Ste 225
    Park Ridge,IL60068     		None PC Board of Director Grant to Advocate Charitable Foundation for Program Support 1,000
    North Park University
    3225 W FOSTER AVE
    Chicago,IL60625     		None PC Board of Director Grant to North Park University for Program Support 2,500
    The Children's Clinic
    320 Lake Street
    Oak Park,IL60302     		None PC Expansion of Oral Health Care for Patients with Special Health Care Needs 13,815
    St Colettas Of Illinois
    18350 Crosing Dr
    Tinley Park,IL60487     		None PC St. Coletta's of Illinois Telemedicine Program 15,000
    Planned Parenthood Chicago Area
    18 South Michigan Ave 6th Floor
    Chicago,IL60603     		None PC Access Birth Control (ABC) Initiative 12,500
    Franciscan Tertiary Province Of The Sacred Heart Inc
    1801 35th St
    Oak Brook,IL60523     		None PC Spread the Health 5,000
    The American Committee for the Weizmann Institute of Science
    633 3rd Avenue 20th Floor
    New York,NY10017     		None PC Special Designated Grant for Program Support to the Weizmann Institute 2,500
    A Silver Lining Foundation
    134 N LA SALLE ST Ste 1218
    Chicago,IL60602     		None PC Special Designated Grant to A Silver Lining Foundation for the Mammography Program 3,500
    Cellmates on the Run Foundation
    1074 W Taylor Street 233
    Chicago,IL60607     		None PC Special Designated Grant for CDP May 2019 Scientific Meeting 5,964
    Northwestern University
    633 Clark St
    Evanston,IL60208     		None PC Board Officer Grant to Northwestern University for Program Support 5,000
    Rush University Medical Center
    1700 WEST VAN BUREN STREET Room 250
    Chicago,IL60612     		None PC Board of Director Grant to Rush University Medical Center for Program Support 1,000
    La Rabida Children's Hospital
    6501 S PROMONTORY DR
    Chicago,IL60649     		None PC Board of Director Grant to La Rabida Children's Hospital for Program Support 1,000
    Heartland Alliance
    208 S LaSalle St Ste 1300
    Chicago,IL60604     		None PC Board of Director Grant to Heartland Alliance for Program Support 1,500
    The Night Ministry
    4711 N Ravenswood Ave
    Chicago,IL60640     		None PC Board of Director Grant to The Night Ministry for Program Support 2,000
    MPN Research Foundation
    180 N Michigan Ave Ste 1870
    Chicago,IL60601     		None PC Board of Director Grant to the MPN Research Foundation for Program Support 3,000
    A Silver Lining Foundation
    134 N LA SALLE ST Ste 1218
    Chicago,IL60602     		None PC Board of Director Grant to A Silver Lining Foundation for Program Support 3,000
    Wood Dale Community United Methodist Church
    206 N Wood Dale Rd
    Wood Dale,IL60191     		None PC Board of Director Grant to Wood Dale Community United Methodist Church for Program Support 1,000
    Faith Community United Church of Christ
    192 S Center St
    Bensenville,IL60106     		None PC Board of Director Grant to Faith Community United Church of Christ for Program Support 500
    Torah Academy of Buffalo Grove
    720 Armstrong Dr
    Buffalo Grove,IL60089     		None PC Board of Director Grant to Torah Academy of Buffalo Grove for Program Support 500
    Northern Lights Kollel of Suburban Chicago
    721 Wyngate Ln
    Buffalo Grove,IL60089     		None PC Board of Director Grant to Northern Lights Kollel of Suburban Chicago for Program Support 1,000
    Advocate Charitable Foundation
    205 W Touhy Ave Ste 225
    Park Ridge,IL60068     		None PC Board of Director Grant to Advocate Charitable Foundation for Program Support 1,500
    Advocate Charitable Foundation
    205 W Touhy Ave Ste 225
    Park Ridge,IL60068     		None PC Board of Director Grant to Advocate Charitable Foundation for Program Support 1,000
    Advocate Charitable Foundation
    205 W Touhy Ave Ste 225
    Park Ridge,IL60068     		None PC Board of Director Grant to Advocate Charitable Foundation for Program Support 500
    Ray Graham Association for People with Disabilities
    901 Warrenville Road Ste 500
    Lisle,IL60532     		None PC Board of Director Grant to Ray Graham Association for People with Disabilities for Program Support 1,000
    Alexian Brothers Bonaventure House
    825 WEST WELLINGTON AVENUE
    Chicago,IL60657     		None PC Board of Director Grant to Alexian Brothers Bonaventure House for Program Support 1,000
    Howard Brown Health Center
    4025 N Sheridan Rd
    Chicago,IL60613     		None PC Board of Director Grant to Howard Brown Health Center for Program Support 1,250
    A Silver Lining Foundation
    134 N LA SALLE ST Ste 1218
    Chicago,IL60602     		None PC Board of Director Grant to A Silver Lining Foundation for Program Support 1,250
    Project Seed of Suburban Chicago Inc
    6045 N Monticello Ave
    Chicago,IL60659     		None PC Board of Director Grant to Project Seed of Suburban Chicago for Program Support 1,000
    St Johns Episcopal Church
    3857 N Kostner Ave
    Chicago,IL60641     		None PC Board of Director Grant to St. John's Episcopal Church for Program Support 500
    Keshet
    600 Academy Dr Ste 130
    Northbrook,IL60062     		None PC Board of Director Grant to Keshet for Program Support 820
    Chicago Chesed Fund
    7045 N Ridgeway Ave
    Lincolnwood,IL60712     		None PC Board of Director Grant to the Chicago Chesed Fund for Program Support 1,000
    Team Rubicon
    6171 W Century Blvd Ste 310
    Los Angeles,CA90045     		None PC Board of Director Grant to Team Rubicon for Program Support 500
    The Night Ministry
    4711 N Ravenswood Ave
    Chicago,IL60640     		None PC Board of Director Grant to The Night Ministry for Program Support 2,500
    Primo Center For Women And Children
    6212 S Sangamon St
    Chicago,IL60621     		None PC Board of Director Grant to Primo Center for Women and Children for Program Support 1,000
    The Children's Clinic
    320 Lake Street
    Oak Park,IL60302     		None PC Board of Director Grant to The Children's Clinic for Program Support 1,000
    Chicago Chesed Fund
    7045 N Ridgeway Ave
    Lincolnwood,IL60712     		None PC Special Designated Grant to the Chicago Chesed Fund for the Wheelchair Ramp Program 3,528
    Total .................................bullet 3a 674,731
    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....     14 466,416  
    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.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 71,716  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 538,132 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    538,132
    (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.)
    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: 18007697
    Software Version: 2018v3.1


    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
    Washington Square Health Foundation
     
    Employer identification number

    36-1210140
    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
    Washington Square Health Foundation
          		Employer identification number
    36-1210140
    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
    Zendt Trust
     
    C/O Bank of America 100 Westminster
    Street
    Providence, RI02903

    		$ 6,551


    (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
    Washington Square Health Foundation
          		Employer identification number

    36-1210140
    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
    Washington Square Health Foundation
          		Employer identification number

    36-1210140
    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: 18007697
    Software Version: 2018v3.1

    TY 2018 AccountingFeesSchedule
    Name:
    Washington Square Health Foundation
    EIN:
    36-1210140
    Software ID:
    18007697
    Software Version:
    2018v3.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Accounting Fees 44,109 4,411   39,698

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

    TY 2018 DepreciationSchedule
    Name:
    Washington Square Health Foundation
    EIN:
    36-1210140
    Software ID:
    18007697
    Software Version:
    2018v3.1
    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
    Equipment           6,029 603    

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    Washington Square Health Foundation
    EIN:
    36-1210140
    Software ID:
    18007697
    Software Version:
    2018v3.1
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORPORATE BONDS 295,696 295,696

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    Washington Square Health Foundation
    EIN:
    36-1210140
    Software ID:
    18007697
    Software Version:
    2018v3.1
    Name of Stock End of Year Book Value End of Year Fair Market Value
    DOM. SMALL CAP MUTUAL FUNDS 1,874,882 1,874,882
    DOM. LARGE CAP MUTUAL FUNDS 4,957,125 4,957,125
    DOMESTIC EQUITY FUNDS 42,760 42,760
    INTERNATIONAL EQUITY FUNDS 4,824,289 4,824,289
    DOM. MIDDLE CAP MUTUAL FUNDS 1,968,189 1,968,189
    COMMINGLED EQUITY FUNDS 86,606 86,606

    TY 2018 InvestmentsOtherSchedule2
    Name:
    Washington Square Health Foundation
    EIN:
    36-1210140
    Software ID:
    18007697
    Software Version:
    2018v3.1
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    LONG-TERM GROWTH EQUITY FUND FMV 122,283 122,283

    TY 2018 LandEtcSchedule2
    Name:
    Washington Square Health Foundation
    EIN:
    36-1210140
    Software ID:
    18007697
    Software Version:
    2018v3.1
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    EQUIPMENT 54,619 42,991 11,628 11,628


    TY 2018 LegalFeesSchedule
    Name:
    Washington Square Health Foundation
    EIN:
    36-1210140
    Software ID:
    18007697
    Software Version:
    2018v3.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 1,850 185   1,665


    TY 2018 OtherAssetsSchedule
    Name:
    Washington Square Health Foundation
    EIN:
    36-1210140
    Software ID:
    18007697
    Software Version:
    2018v3.1
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    RENT SECURITY DEPOSIT 6,971 6,971 6,971
    PROGRAM RELATED INVESTMENTS 352,375 269,595 269,595


    TY 2018 OtherDecreasesSchedule
    Name:
    Washington Square Health Foundation
    EIN:
    36-1210140
    Software ID:
    18007697
    Software Version:
    2018v3.1
    Description Amount
    UNREALIZED LOSSES 152,859


    TY 2018 OtherExpensesSchedule
    Name:
    Washington Square Health Foundation
    EIN:
    36-1210140
    Software ID:
    18007697
    Software Version:
    2018v3.1
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INSURANCE 3,713 371   3,342
    OFFICE SUPPLIES 14,179 1,418   12,761
    BOARD EXPENSES 40,197 4,020   36,178
    DUES & SUBSCRIPTIONS 5,810 581   5,229
    SERVICE CONTRACTS 15,536 1,554   13,982
    SITE VISITS 4,873     4,873
    BANK CHARGES 1,261 126   1,135
    REPAIRS & MAINTENANCE 397 40   358
    STAFF DEVELOPMENT 274 27   247
    MISCELLANEOUS 2,746 274   2,470


    TY 2018 OtherLiabilitiesSchedule
    Name:
    Washington Square Health Foundation
    EIN:
    36-1210140
    Software ID:
    18007697
    Software Version:
    2018v3.1
    Description Beginning of Year - Book Value End of Year - Book Value
    EMPLOYEE BENEFIT PLAN 423,945 477,959


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    Washington Square Health Foundation
    EIN:
    36-1210140
    Software ID:
    18007697
    Software Version:
    2018v3.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CONSULTING FEES 4,752 475   4,277


    TY 2018 TaxesSchedule
    Name:
    Washington Square Health Foundation
    EIN:
    36-1210140
    Software ID:
    18007697
    Software Version:
    2018v3.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX 10,000      
    Payroll Tax 22,336 2,234   20,102