-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
01-01-2019
, and ending
12-31-2019
Name of foundation
HEALTHY COMMUNITIES FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)
19 RIVERSIDE ROAD NO 6
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
RIVERSIDE
,
IL
605462606
A Employer identification number
36-4324067
B
Telephone number (see instructions)
(708) 443-5674
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
129,933,086
J
Accounting method:
Cash
Accrual
Other (specify)
(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)
1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
.............
3
Interest on savings and temporary cash investments
64,116
64,116
4
Dividends and interest from securities
...
2,442,268
2,442,268
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
1,754,215
b
Gross sales price for all assets on line 6a
53,931,373
7
Capital gain net income (from Part IV, line 2)
...
1,754,215
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)
.......
-187,660
-63,987
0
12
Total.
Add lines 1 through 11
........
4,072,939
4,196,612
0
13
Compensation of officers, directors, trustees, etc.
197,877
29,682
0
168,195
14
Other employee salaries and wages
......
472,365
19,788
0
452,577
15
Pension plans, employee benefits
.......
206,729
41,948
0
164,780
16a
Legal fees (attach schedule)
.........
2,576
0
0
2,324
b
Accounting fees (attach schedule)
.......
39,749
29,812
0
9,937
c
Other professional fees (attach schedule)
....
473,246
330,091
0
143,155
17
Interest
...............
17,698
17,698
0
0
18
Taxes (attach schedule) (see instructions)
...
2,153
2,153
0
0
19
Depreciation (attach schedule) and depletion
...
3,083
3,083
0
20
Occupancy
..............
72,489
10,873
0
61,616
21
Travel, conferences, and meetings
.......
119,631
12,865
0
106,766
22
Printing and publications
..........
429
0
0
429
23
Other expenses (attach schedule)
.......
353,193
268,364
0
84,831
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
1,961,218
766,357
0
1,194,610
25
Contributions, gifts, grants paid
.......
5,082,642
5,043,484
26
Total expenses and disbursements.
Add lines 24 and 25
7,043,860
766,357
0
6,238,094
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-2,970,921
b
Net investment income
(if negative, enter -0-)
3,430,255
c
Adjusted net income
(if negative, enter -0-)
...
0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
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
1
Cash—non-interest-bearing
.............
2,206,204
232,447
232,447
2
Savings and temporary cash investments
.........
436,535
1,282,391
1,282,391
3
Accounts receivable
691,174
Less: allowance for doubtful accounts
80,000
691,174
691,174
4
Pledges receivable
Less: allowance for doubtful accounts
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)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
11,605
7,405
7,405
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
c
Investments—corporate bonds (attach schedule)
.......
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
114,971,983
127,690,331
127,690,331
14
Land, buildings, and equipment: basis
77,648
Less: accumulated depreciation (attach schedule)
71,694
9,037
5,954
5,954
15
Other assets (describe
)
3,557,059
23,384
23,384
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
121,272,423
129,933,086
129,933,086
17
Accounts payable and accrued expenses
..........
123,346
69,588
18
Grants payable
.................
337,500
376,658
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
)
569,639
13,881
23
Total liabilities
(add lines 17 through 22)
.........
1,030,485
460,127
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
120,241,938
129,472,959
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
29
Total net assets or fund balances
(see instructions)
.....
120,241,938
129,472,959
30
Total liabilities and net assets/fund balances
(see instructions)
.
121,272,423
129,933,086
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 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
120,241,938
2
Enter amount from Part I, line 27a
.....................
2
-2,970,921
3
Other increases not included in line 2 (itemize)
3
12,487,347
4
Add lines 1, 2, and 3
..........................
4
129,758,364
5
Decreases not included in line 2 (itemize)
5
285,405
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
129,472,959
Form
990-PF
(2019)
Form 990-PF (2019)
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
PUBLICLY TRADED SECURITIES
b
FROM K-1 ALLIED INVESTORS FUND (26-0634745)
P
c
FROM K-1 CAPITAL TODAY CHINA GROWTH FUND (98-0571875)
P
d
FROM K-1 CARTESIAN/PANGAEA TWO LP (27-2707204)
P
e
FROM K-1 METROPOLITAN RE PARTNERS IV (65-1265800)
P
FROM K-1 PIMCO BRAVO FUND ONSHORE FEEDER I (27-3723234)
P
FROM K-1 PIMCO BRAVO FUND ONSHORE FEEDER I (27-3723234)
P
FROM K-1 PIMCO BRAVO AIV II (98-1070170)
P
FROM K-1 PIMCO BRAVO AIV III (98-1079634)
P
FROM K-1 QUESTA CAPITAL PARTNERS I LP (81-3840225)
P
FROM K-1 RESOURCE LAND FUND IV LLC
P
FROM K-1 TRUEBRIDGE CAPITAL PARTNERS FUND (84-2645629)
P
FROM K-1 Q-BLK PRIVATE CAPITAL II LP
P
FROM K-1 Q-BLK PRIVATE CAPITAL II LP
P
FROM K-1 LITTLEJOHN FUND VI, LP (82-5017620)
P
CAPITAL GAIN DISTRIBUTIONS
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
52,835,472
51,909,194
926,278
b
24,533
24,533
c
35,375
35,375
d
8,754
8,754
e
256,184
-256,184
4
4
12,779
12,779
9,886
-9,886
1,868
-1,868
70,575
70,575
25,806
25,806
26
-26
8,838
8,838
424,124
424,124
1,350
1,350
483,763
483,763
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
926,278
b
24,533
c
35,375
d
8,754
e
-256,184
4
12,779
-9,886
-1,868
70,575
25,806
-26
8,838
424,124
1,350
483,763
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
1,754,215
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
...................
3
10,192
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?
Yes
No
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))
2018
5,349,766
131,854,317
0.040573
2017
8,260,838
131,040,181
0.063040
2016
8,360,875
112,945,945
0.074025
2015
5,545,846
100,799,834
0.055018
2014
4,643,527
91,259,313
0.050883
2
Total
of line 1, column (d)
.....................
2
0.283539
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
0.056708
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
127,428,962
5
Multiply line 4 by line 3
......................
5
7,226,242
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
34,303
7
Add lines 5 and 6
........................
7
7,260,545
8
Enter qualifying distributions from Part XII, line 4
,.............
8
6,238,094
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
(2019)
Form 990-PF (2019)
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
and enter “N/A" on line 1.
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
68,605
here
and 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
68,605
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
68,605
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
110,000
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
110,000
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
1,109
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
40,286
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
40,286
Refunded
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.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
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
Yes
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
Yes
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)
IL
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 2019 or the taxable year beginning in 2019? 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
(2019)
Form 990-PF (2019)
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 address
HCFDN.ORG
14
The books are in care of
MARIA PESQUEIRA
Telephone no.
(708) 443-5674
Located at
19 RIVERSIDE ROAD SUITE 6
RIVERSIDE
IL
ZIP+4
605462606
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
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
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?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(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)?
...............
Yes
No
(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.)
.......
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
........
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 2019?
.............
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 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
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.
20
,
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?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 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 2019.)
..................
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 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
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))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
.........
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?
..........
Yes
No
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?
.....................
Yes
No
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?
Yes
No
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?
.................
Yes
No
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
MARIA PESQUEIRA
PRESIDENT
40.00
207,627
29,250
0
19 RIVERSIDE ROAD 6
RIVERSIDE
,
IL
60546
GRACE HOU
CHAIR, BOARD MEMBER
4.00
0
0
0
19 RIVERSIDE ROAD 6
RIVERSIDE
,
IL
60546
AMALIA S RIOJA
VICE CHAIR, BOARD MEMBER
1.00
0
0
0
19 RIVERSIDE ROAD 6
RIVERSIDE
,
IL
60546
JOSEPH W MCINERNEY
TREASURER, BOARD MEMBER
4.00
0
0
0
19 RIVERSIDE ROAD 6
RIVERSIDE
,
IL
60546
CARL BERGETZ
SECRETARY, BOARD MEMBER
4.00
0
0
0
19 RIVERSIDE ROAD 6
RIVERSIDE
,
IL
60546
ELYSE FORKOSH CUTLER
BOARD MEMBER
1.00
0
0
0
19 RIVERSIDE ROAD 6
RIVERSIDE
,
IL
60546
CRAIG HUFFMAN
BOARD MEMBER
1.00
0
0
0
19 RIVERSIDE ROAD 6
RIVERSIDE
,
IL
60546
CHARLES W MULANEY JR
BOARD MEMBER
1.00
0
0
0
19 RIVERSIDE ROAD 6
RIVERSIDE
,
IL
60546
ANNE MARIE MURPHY PHD
BOARD MEMBER
1.00
0
0
0
19 RIVERSIDE ROAD 6
RIVERSIDE
,
IL
60546
DR YESENIA YEPEZ
BOARD MEMBER
1.00
0
0
0
19 RIVERSIDE ROAD 6
RIVERSIDE
,
IL
60546
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
ELVA GONZALEZ
DIRECTOR OF FINANCE
40.00
116,507
16,500
0
19 RIVERSIDE ROAD 6
RIVERSIDE
,
IL
60546
NORA GARCIA
DIRECTOR OF PROGRAMS
40.00
105,695
15,000
0
19 RIVERSIDE ROAD 6
RIVERSIDE
,
IL
60546
CHRISTINE RAMIREZ
PROGRAM OFFICER
40.00
85,826
12,608
0
19 RIVERSIDE ROAD 6
RIVERSIDE
,
IL
60546
JACQUELINE RODRIGUEZ
COMMUNICATIONS OFFIC
40.00
74,455
11,125
0
19 RIVERSIDE ROAD 6
RIVERSIDE
,
IL
60546
CLAUDIA PEREZ
GRANTS AND OPERATION
40.00
67,904
10,238
0
19 RIVERSIDE ROAD 6
RIVERSIDE
,
IL
60546
Total
number of other employees paid over $50,000
...................
0
Form
990-PF
(2019)
Form 990-PF (2019)
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
DIMEO SCHNEIDER & ASSOCIATES LLC
INVESTMENT ADVISORY FEES
124,214
500 W MADISON STREET SUITE 1700
CHICAGO
,
IL
60661
Total
number of others receiving over $50,000 for professional services
.............
0
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
.........................
0
Form
990-PF
(2019)
Form 990-PF (2019)
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
124,883,983
b
Average of monthly cash balances
.......................
1b
3,506,312
c
Fair market value of all other assets (see instructions)
................
1c
979,210
d
Total
(add lines 1a, b, and c)
.........................
1d
129,369,505
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
129,369,505
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
1,940,543
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
127,428,962
6
Minimum investment return.
Enter 5% of line 5
..................
6
6,371,448
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
6,371,448
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
68,605
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
68,605
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
6,302,843
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
6,302,843
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
6,302,843
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
6,238,094
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
6,238,094
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
6,238,094
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
(2019)
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
6,302,843
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
5,102,441
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
b
From 2015
......
c
From 2016
......
d
From 2017
......
e
From 2018
......
f
Total
of lines 3a through e
........
0
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
6,238,094
a
Applied to 2018, but not more than line 2a
5,102,441
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 2019 distributable amount
.....
1,135,653
e
Remaining amount distributed out of corpus
0
5
Excess distributions carryover applied to 2019.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
0
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 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
5,167,190
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 2014 not
applied on line 5 or line 7 (see instructions)
...
0
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
0
10
Analysis of line 9:
a
Excess from 2015
....
b
Excess from 2016
....
c
Excess from 2017
....
d
Excess from 2018
....
e
Excess from 2019
....
Form
990-PF
(2019)
Form 990-PF (2019)
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 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
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)
2019
(b)
2018
(c)
2017
(d)
2016
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.)
1
Information Regarding Foundation Managers:
a
List 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).)
b
List 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.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
HEALTHY COMMUNITIES FOUNDATION
19 RIVERSIDE ROAD SUITE 6
RIVERSIDE
,
IL
605462606
(708) 443-5674
MPESQUEIRA@HCFDN.ORG
b
The form in which applications should be submitted and information and materials they should include:
ONLINE GRANTS PORTAL: TO APPLY FOR FUNDING IN THE 2019 GRANT CYCLE, THE LOI AND SUBSEQUENT FULL APPLICATION (IF APPLICABLE) SHOULD BE SUBMITTED VIA OUR ONLINE GRANTS PORTAL, WIZEHIVE. APPLICANTS WITH AN EXISTING WIZEHIVE ACCOUNT WILL SEE THE FUNDING OPPORTUNITY ON THE HOMEPAGE. NEW APPLICANTS MUST CREATE AN ORGANIZATIONAL PROFILE BEFORE HAVING ACCESS TO THE CURRENT GRANT CYCLE. INSTRUCTIONS: SEE OUR WEBSITE AT HTTPS://HCFDN.ORG/INFO-REGARDING-OUR-2019-GRANT-CYCLE/ ATTACHMENTS (FOR ALL APPLICANTS): SEE OUR WEBSITE
c
Any submission deadlines:
MAY 15, MAY 21; JULY 1; JULY 1; JULY 15; AUG.15; END OF AUG.-SEPT; DEC. DETAILS ON HTTPS://HCFDN.ORG
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
GRANT ELIGIBILITY-WHO WE FUND: NONPROFIT ORGS. THAT ARE EXEMPT FROM FEDERAL INCOME TAX UNDER PROVISIONS OF SECTION 501(C)3 OF THE IRS CODE. ORGS. THAT ARE NOT TAX EXEMPT MAY APPLY WITH A FISCAL AGENT. FOR AN ORGANIZATION TO BE ELIGIBLE, AT LEAST 20% OF TOTAL INDIVIDUALS SERVED MUST LIVE IN OUR SERVICE REGION. FOR HOSPITALS AND UNIVERSITY SYSTEMS WITH OPERATING BUDGETS GREATER THAN $10 MILLION, WE WILL ONLY AWARD PROJECT SUPPORT GRANTS FOR INITIATIVES LOCATED WITHIN OUR SERVICE REGION WHICH DEMONSTRATE A STRATEGIC PARTNERSHIP WITH AND STRONG COMMITMENT TO LOCAL COMMUNITY PARTNER(S). WHAT WE DO NOT FUND: BUSINESSES CAPITAL CAMPAIGNS* GOVERNMENT ENTITIES INDIVIDUALS NATIONAL ORGANIZATIONS NOT FOCUSED ON OUR SERVICE REGION PARTISAN POLITICAL ACTIVITIES RELIGIOUS ACTIVITIES SCHOLARSHIPS SCHOOL DISTRICTS & INDIVIDUAL SCHOOLS (INCLUDING PTOS). GENERALLY, WE DO NOT FUND MORE THAN 10% OF AN ORGANIZATION'S OPERATING BUDGET.*ONLY CAPITAL EXP. FOR MTLS. CONSIDERED FOR FUNDING.
Form
990-PF
(2019)
Form 990-PF (2019)
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)
a
Paid during the year
ACCESS COMMUNITY HEALTH NETWORK
600 W FULTON ST SUITE 200
CHICAGO
,
IL
60661
PC
GENERAL OPERATING
100,000
ADLER UNIVERSITY
17 N DEARBORN ST 15TH FLOOR
CHICAGO
,
IL
60602
PC
GENERAL OPERATING
25,000
AGING CARE CONNECTIONS
111 W HARRIS AVE
LA GRANGE
,
IL
60525
PC
CAPACITY BUILDING GRANT
5,000
AGING CARE CONNECTIONS
111 W HARRIS AVE
LA GRANGE
,
IL
60525
PC
GENERAL OPERATING
50,000
AGING CARE CONNECTIONS
111 W HARRIS AVE
LA GRANGE
,
IL
60525
PC
HEALTHCARE GRANT
27,500
ALIVIO MEDICAL CENTER
966 W 21ST ST
CHICAGO
,
IL
60608
PC
HEALTHCARE
40,000
ALIVIO MEDICAL CENTER
966 W 21ST ST
CHICAGO
,
IL
60608
PC
GENERAL OPERATING
100,000
ALIVIO MEDICAL CENTER
966 W 21ST
CHICAGO
,
IL
60608
PC
UNRESTRICTED USE OF CHARITABLE RECIPIENT
2,600
ALL OUR CHILDREN'S ADVOCACY CENTER
8651 S 79TH AVE
JUSTICE
,
IL
60458
PC
GENERAL OPERATING
25,000
ALLIANCE TO END HOMELESSNESS IN SUBURBAN COOK COUNTY
4415 HARRISON ST SUITE 228
HILLSIDE
,
IL
60162
PC
CAPACITY BUILDING GRANT
5,000
ALLIANCE TO END HOMELESSNESS IN SUBURBAN COOK COUNTY
4415 HARRISON ST SUITE 228
HILLSIDE
,
IL
60162
PC
GENERAL OPERATING
25,000
ARAB AMERICAN FAMILY SERVICES
7000 W 111TH ST
WORTH
,
IL
60482
PC
GENERAL OPERATING
100,000
AUSTIN COMING TOGETHER
5049 W HARRISON ST
CHICAGO
,
IL
60644
PC
GENERAL OPERATING
25,000
BEDS PLUS CARE
9601 E OGDEN AVE
LAGRANGE
,
IL
60525
PC
CAPACITY BUILDING GRANT
5,000
BEDS PLUS CARE
9601 E OGDEN AVE
LAGRANGE
,
IL
60525
PC
GENERAL OPERATING
60,000
BEDS PLUS CARE
9601 E OGDEN AVE
LAGRANGE
,
IL
60525
PC
HEALTHCARE
27,500
BEYOND HUNGER
848 LAKE ST
OAK PARK
,
IL
60301
PC
GENERAL OPERATING
25,000
BRIGHTON PARK NEIGHBORHOOD COUNCIL
4477 S ARCHER AVE
CHICAGO
,
IL
60632
PC
GENERAL OPERATING
50,000
BUILD
5100 W HARRISON ST
CHICAGO
,
IL
60644
PC
GENERAL OPERATING
100,000
CASA CENTRAL
1343 N CALIFORNIA AVE
CHICAGO
,
IL
60622
PC
GENERAL OPERATING
50,000
CATHOLIC CHARITIES OF ARCHDIOCESE CHICAGO
721 N LASALLE ST
CHICAGO
,
IL
60654
PC
GENERAL OPERATING
25,000
CENTER FOR INDEPENDENCE THROUGH CONDUCTIVE EDUCATION
100 W PLAINFIELD RD SUITE 100
COUNTRYSIDE
,
IL
60525
PC
GENERAL OPERATING
25,000
CHICAGO CITYWIDE LITERACY COALITION
641 W LAKE STREET STE 200
CHICAGO
,
IL
60661
PC
GENERAL OPERATING
20,000
COALITION FOR SPIRITUAL AND PUBLIC LEADERSHIP (CSPL)
1701 S 1ST AVE SUITE 406
MAYWOOD
,
IL
60153
PC
CAPACITY BUILDING GRANT
500
COALITION FOR SPIRITUAL AND PUBLIC LEADERSHIP (CSPL)
1701 S 1ST AVE SUITE 406
MAYWOOD
,
IL
60153
PC
CAPACITY BUILDING GRANT
10,000
COALITION FOR SPIRITUAL AND PUBLIC LEADERSHIP (CSPL)
1701 S 1ST AVE SUITE 406
MAYWOOD
,
IL
60153
PC
GENERAL OPERATING
25,000
COMMUNITYHEALTH
2611 W CHICAGO AVE
CHICAGO
,
IL
60622
PC
GENERAL OPERATING
175,000
DEVICES 4 THE DISABLED
2743 W 36TH PLACE UNIT D
CHICAGO
,
IL
60632
PC
GENERAL OPERATING
25,000
EL VALOR CORPORATION
1850 W 21ST ST
CHICAGO
,
IL
60608
PC
GENERAL OPERATING
50,000
ENLACE CHICAGO
2756 S HARDING AVENUE
CHICAGO
,
IL
60623
PC
HEALTHCARE
1,000
ENLACE CHICAGO
2756 S HARDING AVENUE
CHICAGO
,
IL
60623
PC
GENERAL OPERATING
100,000
ENLACE CHICAGO
2756 S HARDING AVENUE
CHICAGO
,
IL
60623
PC
GENERAL OPERATING
75,000
EQUAL HOPE (FORMERLY METROPOLITAN CHICAGO BREAST CANCER TASK FORCE)
300 S ASHLAND AVE STE 202
CHICAGO
,
IL
60607
PC
GENERAL OPERATING
100,000
ERIE FAMILY HEALTH FOUNDATION INC
1701 W SUPERIOR 3RD FLOOR
CHICAGO
,
IL
60622
PC
GENERAL OPERATING
100,000
ERIE NEIGHBORHOOD HOUSE
1701 W SUPERIOR 3RD FLOOR
CHICAGO
,
IL
60622
PC
GENERAL OPERATING
100,000
ESPERANZA HEALTH CENTERS
2001 SOUTH CALIFORNIA AVENUE NO 100
CHICAGO
,
IL
60608
PC
GENERAL OPERATING
125,000
FAMILY FOCUS
310 S PEORIA STE 301
CHICAGO
,
IL
60607
PC
GENERAL OPERATING
60,000
FAMILY SERVICE & MENTAL HEALTH CENTER OF CICERO
5341 W CERMAK RD
CICERO
,
IL
60804
PC
CAPACITY BUILDING GRANT
10,000
FAMILY SERVICE & MENTAL HEALTH CENTER OF CICERO
5341 W CERMAK RD
CICERO
,
IL
60804
PC
GENERAL OPERATING
75,000
FOREFRONT
200 W MADISON ST 2ND FLOOR
CHICAGO
,
IL
60606
PC
GENERAL OPERATING
15,500
FOREFRONT
208 S LASALLE STE 1540
CHICAGO
,
IL
60604
PC
STRATEGIC INITIATIVE
50,000
FOREFRONT
208 S LASALLE STE 1540
CHICAGO
,
IL
60604
PC
GENERAL OPERATING
10,000
FREE WRITE ARTS & LITERACY
208 S LASALLE STE 1540
CHICAGO
,
IL
60604
PC
CAPACITY BUILDING GRANT
1,000
FRIENDS OF THE PARKS
17 N STATE ST SUITE 1450
CHICAGO
,
IL
60602
PC
GENERAL OPERATING
25,000
GADS HILL CENTER
1919 WEST CULLERTON ST
CHICAGO
,
IL
60608
PC
GENERAL OPERATING
100,000
GREATER CHICAGO FOOD DEPOSITORY
4100 W ANN LURIE PL
CHICAGO
,
IL
60632
PC
GENERAL OPERATING
25,000
HEALTH AND MEDICINE POLICY RESEARCH GROUP
29 E MADISON ST SUITE 602
CHICAGO
,
IL
60602
PC
HEALTHCARE GRANT
63,642
HEALTHCARE ALTERNATIVE SYSTEMS
1915-17 W ROOSEVELT RD
BROADVIEW
,
IL
60155
PC
CAPACITY BUILDING GRANT
5,000
HEALTHCARE ALTERNATIVE SYSTEMS
1915-17 W ROOSEVELT RD
BROADVIEW
,
IL
60155
PC
GENERAL OPERATING
70,000
HEALTHCARE ALTERNATIVE SYSTEMS
1915-17 W ROOSEVELT RD
BROADVIEW
,
IL
60155
PC
HEALTHCARE GRANT
27,500
HELPING HAND CENTER
9649 W 55TH ST
COUNTRYSIDE
,
IL
60525
PC
CAPACITY BUILDING GRANT
5,000
HOUSING FORWARD
1851 S 9TH AVENUE
MAYWOOD
,
IL
60153
PC
GENERAL OPERATING
25,000
ILLINOIS ASSOCIATION OF FREE AND CHARITABLE CLINICS
42 STEPHEN ST 416
LEMONT
,
IL
60439
PC
CAPACITY BUILDING GRANT
6,395
ILLINOIS COALITION FOR IMMIGRANT AND REFUGEE RIGHTS
228 SOUTH WABASH SUITE 800
CHICAGO
,
IL
60604
PC
GENERAL OPERATING
125,000
ILLINOIS COALITION FOR IMMIGRANT AND REFUGEE RIGHTS
228 SOUTH WABASH SUITE 800
CHICAGO
,
IL
60604
PC
STRATEGIC INITIATIVE HEALTHCARE
50,000
ILLINOIS COALITION FOR IMMIGRANT AND REFUGEE RIGHTS
228 SOUTH WABASH SUITE 800
CHICAGO
,
IL
60604
PC
CAPACITY BUILDING GRANT
5,000
ILLINOIS PARTNERS FOR HUMAN SERVICES
33 W GRAND AVE SUITE 300
CHICAGO
,
IL
60654
PC
HEALTH RESEARCH GRANT
50,000
ILLINOIS PARTNERS FOR HUMAN SERVICES
33 W GRAND AVE SUITE 300
CHICAGO
,
IL
60654
PC
UNRESTRICTED USE OF CHARITABLE RECIPIENT
1,000
ILLINOIS PARTNERS FOR HUMAN SERVICES
33 W GRAND AVE SUITE 300
CHICAGO
,
IL
60654
PC
GENERAL OPERATING
25,000
INDEPENDENT SECTOR
1602 L ST NW NO 900
WASHINGTON
,
DC
20036
PC
CAPACITY BUILDING GRANT
10,000
INNER-CITY MUSLIM ACTION NETWORK
2744 W 63RD ST
CHICAGO
,
IL
60629
PC
GENERAL OPERATING
165,000
INSTITUTO DEL PROGRESO LATINO
2520 S WESTERN AVENUE
CHICAGO
,
IL
60608
PC
GENERAL OPERATING
75,000
INSTITUTO DEL PROGRESO LATINO
2520 S WESTERN AVENUE
CHICAGO
,
IL
60608
PC
UNRESTRICTED USE OF CHARITABLE RECIPIENT
622
LA BROCHA (TELPOCHCALLI COMMUNITY EDUCATION PROJECT)
2824 W 24TH BLVD
CHICAGO
,
IL
60623
PC
GENERAL OPERATING
15,000
LATINO POLICY FORUM
180 N MICHIGAN AVE STE 1250
CHICAGO
,
IL
60601
PC
GENERAL OPERATING
25,000
LATINO POLICY FORUM
180 N MICHIGAN AVE STE 1250
CHICAGO
,
IL
60601
PC
CAPACITY BUILDING GRANT
6,000
LATINOS PROGRESANDO
3047 W CERMAK ROAD
CHICAGO
,
IL
60623
PC
GENERAL OPERATING
25,000
LAWNDALE CHRISTIAN HEALTH CENTER
3860 W OGDEN AVE
CHICAGO
,
IL
60623
PC
GENERAL OPERATING
100,000
LEGAL COUNCIL FOR HEALTH JUSTICE
17 N STATE ST SUITE 900
CHICAGO
,
IL
60602
PC
GENERAL OPERATING
50,000
LOYOLA UNIVERSITY OF CHICAGO
820 N MICHIGAN AVE
CHICAGO
,
IL
60611
PC
GENERAL OPERATING
55,000
MACNEAL HOSPITAL
3429 S OAK PARK AVE
BERWYN
,
IL
60402
PC
GENERAL OPERATING
37,500
MAPSCORP
5307 S HYDE PARK BLVD
CHICAGO
,
IL
60615
PC
GENERAL OPERATING
30,000
MOBILE CARE CHICAGO
321 N LOOMIS STE 202
CHICAGO
,
IL
60607
PC
GENERAL OPERATING
50,000
MUJERES LATINAS EN ACCION
2124 W 21ST PL
CHICAGO
,
IL
60608
PC
HEALTHCARE
40,000
MUJERES LATINAS EN ACCION
2124 W 21ST PL
CHICAGO
,
IL
60608
PC
GENERAL OPERATING
125,000
NAMI METRO SUBURBAN
816 HARRISON ST
OAK PARK
,
IL
60304
PC
GENERAL OPERATING
85,000
NATIONAL MUSEUM MEXICAN ART
1852 W 19TH ST
CHICAGO
,
IL
60608
PC
HEALTHCARE
10,000
NEW MOMS INC
5317 W CHICAGO AVE
CHICAGO
,
IL
60651
PC
CAPACITY BUILDING GRANT
8,750
NEW MOMS INC
5317 W CHICAGO AVE
CHICAGO
,
IL
60651
PC
GENERAL OPERATING
50,000
OAK LEYDEN DEVELOPMENTAL SERVICES
411 W CHICAGO AVE
OAK PARK
,
IL
60302
PC
GENERAL OPERATING
75,000
OAK PARK RIVER FOREST INFANT WELFARE SOCIETY
320 LAKE ST
OAK PARK
,
IL
60302
PC
GENERAL OPERATING
100,000
PASO WEST SUBURBAN ACTION PROJECT
3415 W NORTH AVE SUITE D
MELROSE PARK
,
IL
60160
PC
CAPACITY BUILDING GRANT
10,000
PASO WEST SUBURBAN ACTION PROJECT
3415 W NORTH AVE SUITE D
MELROSE PARK
,
IL
60160
PC
GENERAL OPERATING
80,000
PCC COMMUNITY WELLNESS CENTER
14 LAKE ST
OAK PARK
,
IL
60302
PC
GENERAL OPERATING
100,000
PILLARS COMMUNITY HEALTH
23 CALENDAR AVE
LA GRANGE
,
IL
60525
PC
GENERAL OPERATING
150,000
PILLARS COMMUNITY HEALTH
23 CALENDAR AVE
LA GRANGE
,
IL
60525
PC
CAPACITY BUILDING GRANT
5,000
PROVISO PARTNERS FOR HEALTH
2160 S 1ST AVE
MAYWOOD
,
IL
60153
PC
GENERAL OPERATING
40,000
QUINN CENTER OF ST EULALIA (ARCHDIOCESE OF CHICAGO FISCAL SPONSOR)
1845 S 9TH AVENUE
MAYWOOD
,
IL
60153
PC
GENERAL OPERATING
25,000
SARAH'S INN
309 HARRISON
OAK PARK
,
IL
60304
PC
GENERAL OPERATING
50,000
SARGENT SHRIVER NATIONAL CENTER ON POVERTY LAW
67 E MADISON ST SUITE 2000
CHICAGO
,
IL
60603
PC
CAPACITY BUILDING GRANT
5,000
SARGENT SHRIVER NATIONAL CENTER ON POVERTY LAW
67 E MADISON ST SUITE 2000
CHICAGO
,
IL
60603
PC
STRATEGIC INITIATIVE HEALTHCARE
50,000
SARGENT SHRIVER NATIONAL CENTER ON POVERTY LAW
67 E MADISON ST SUITE 2000
CHICAGO
,
IL
60603
PC
GENERAL OPERATING
100,000
SINAI URBAN HEALTH INSTITUTE
1500 S FAIRFIELD AVE
CHICAGO
,
IL
60608
PC
GENERAL OPERATING
100,000
SISTERHOUSE
27 WASHINGTON BLVD
OAK PARK
,
IL
60302
PC
GENERAL OPERATING
20,000
SOUTHWEST ORGANIZING PROJECT (SWOP)
2558 W 63RD ST
CHICAGO
,
IL
60629
PC
UNRESTRICTED USE OF CHARITABLE RECIPIENT
250
SOUTHWEST ORGANIZING PROJECT (SWOP)
2558 W 63RD ST
CHICAGO
,
IL
60629
PC
GENERAL OPERATING
30,000
SUBURBAN PRIMARY HEALTH CARE COUNCIL
2225 ENTERPRISE DR STE 2507
WESTCHESTER
,
IL
60154
PC
GENERAL OPERATING
50,000
TALLER DE JOSE
2831 W 24TH BLVD
CHICAGO
,
IL
60623
PC
GENERAL OPERATING
25,000
THE LATINO ALZEHIMER'S AND MEMORY DISORDERS ALLIANCE
6112 W CERMAK RD
CICERO
,
IL
60804
PC
GENERAL OPERATING
34,770
THE LEADERSHOP
4903 S WILLOW SPRINGS
LA GRANGE
,
IL
60525
PC
CAPACITY BUILDING GRANT
5,000
THE WAREHOUSE PROJECT & GALLERY
420 S EDGEWOOD AVE
LA GRANGE
,
IL
60525
PC
CAPACITY BUILDING GRANT
5,000
UCAN
3605 W FILLMORE ST
CHICAGO
,
IL
60624
PC
GENERAL OPERATING
90,000
UCP SEGUIN SERVICES
3100 S CENTRAL AVE
CICERO
,
IL
60804
PC
GENERAL OPERATING
75,000
WAY BACK INN
104 OAK ST
MAYWOOD
,
IL
60153
PC
CAPACITY BUILDING GRANT
4,975
WAY BACK INN
104 OAK ST
MAYWOOD
,
IL
60153
PC
GENERAL OPERATING
50,000
WEST COOK YMCA
255 W MARION ST
OAK PARK
,
IL
60302
PC
GENERAL OPERATING
50,000
WEST COOK YMCA
255 W MARION ST
OAK PARK
,
IL
60302
PC
UNRESTRICTED USE OF CHARITABLE RECIPIENT
1,480
YOGACARE
1808 W CHICAGO AVE 2R
CHICAGO
,
IL
60622
PC
GENERAL OPERATING
15,000
YOUTH CROSSROADS INC
3401 GUNDERSON
BERWYN
,
IL
60402
PC
GENERAL OPERATING
100,000
Total
.................................
3a
5,043,484
b
Approved for future payment
AGING CARE CONNECTIONS
111 W HARRIS AVE
LA GRANGE
,
IL
60525
PC
HEALTHCARE GRANT
25,650
ALIVIO MEDICAL CENTER
966 W 21ST ST
CHICAGO
,
IL
60608
PC
HEALTHCARE GRANT
40,000
BEDS PLUS CARE
9601 E OGDEN AVE
LAGRANGE
,
IL
60525
PC
HEALTHCARE GRANT
27,500
CHICAGO COMMUNITY TRUST
225 N MICHIGAN AVE 2200
CHICAGO
,
IL
60601
PC
STRATEGIC INITIATIVE - COLLABORATIVE GRANT
50,000
CHICAGO COMMUNITY TRUST
225 N MICHIGAN AVE 2200
CHICAGO
,
IL
60601
PC
STRATEGIC INITIATIVE - COLLABORATIVE GRANT
50,000
FOREFRONT
200 W MADISON ST 2ND FLOOR
CHICAGO
,
IL
60606
PC
STRATEGIC INITIATIVE - COLLABORATIVE GRANT
10,000
FOREFRONT
200 W MADISON ST 2ND FLOOR
CHICAGO
,
IL
60606
PC
STRATEGIC INITIATIVE - COLLABORATIVE GRANT
50,000
HEALTHCARE ALTERNATIVE SYSTEMS
1915-17 W ROOSEVELT RD
BROADVIEW
,
IL
60155
PC
HEALTHCARE GRANT
35,000
MUJERES LATINAS EN ACCION
2124 W 21ST PL
CHICAGO
,
IL
60608
PC
HEALTHCARE GRANT
52,508
PILLARS COMMUNITY HEALTH
23 CALENDAR AVE
LA GRANGE
,
IL
60525
PC
CAPACITY BUILDING GRANT
36,000
Total
.................................
3b
376,658
Form
990-PF
(2019)
Form 990-PF (2019)
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.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
14
64,116
4
Dividends and interest from securities
....
14
2,442,268
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not 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
1,754,215
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
INCOME FROM K-1 ALLIED INVESTORS FUND, LLC
14
-108,934
b
INCOME FROM K-1 BRIDGE MULTIFAMILY & COMMERCIAL OFFICE FUND II 46-1366574
14
-6,404
c
INCOME FROM K-1 CANAAN NATURAL GAS PARALLEL FUND K-1 IX LP
14
-7,658
d
INCOME FROM K-1 CANAAN NATURAL GAS PARALLEL FUND K-1 X LP
14
-3,947
e
INCOME FROM K-1 CAPITAL CHINA GROWTH
14
440
f
INCOME FROM K-1 LUMINATED CAPITAL PARTNERS II LP
14
-10,830
g
INCOME FROM METROPOLITAN REAL ESTATE PARTNERS IV FUND LP
14
-19,060
h
INCOME FROM K-1 PANGEA TWO LP
14
-5,071
i
INCOME FROM K-1 Q-BLK PRIVATE CAPITAL II (20-2111907)
14
11,361
j
INCOME FROM K-1 RESOURCE LAND FUND IV, LLC
14
-78,303
k
INCOME FROM K-1 LITTLEJOHN FUND VI LP (82-5017620)
14
45
l
ROYALTY INCOME FROM K-1 RESOURCE LAND FUND IV, LLC 26-3903798
14
695
m
ROYALTY INCOME FROM K-1 Q-BLK PRIVATE CAPITAL II (20-2111907)
14
17
n
OTHER INCOME
14
163,662
o
UBTI CAP.GN.FROM K-1 LITTLEJOHN FUND VI LP (82-5017620)
900099
1,350
18
p
UBTI CAP.GN.FROM K-1 RESOURCE LAND FUND IV, LLC
900099
26,280
18
q
UBTI CAP.GN.FROM K-1 Q-BLK PRIVATE CAPITAL II (20-2111907)
900099
449
18
r
UBTI FROM K-1 Q-BLK PRIVATE CAPITAL II (20-2111907)
900099
-1,049
14
s
UBTI FROM K-1 RESOURCE LAND FUND IV, LLC
900099
-121,657
14
t
UBTI FROM K-1 METROPOLITAN REAL ESTATE PARTNERS IV FUND LP
900099
-9,773
14
12
Subtotal. Add columns (b), (d), and (e)
..
-123,673
4,196,612
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
4,072,939
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
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
(2019)
Form 990-PF (2019)
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?
...........
Yes
No
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.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description